Senior Analyst, Strategic Sourcing

LPL Financial•Fort Mill, SC

20h

About The Position

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: The Senior Analyst, Strategic Sourcing will support LPL’s third‑party spend optimization and procurement governance initiatives by owning the analytical “engine room” behind what we pursue and why. This role is responsible for building the analysis, research, and executive-ready materials that enable leadership decisions and drive sourcing execution. This is a high-output, high-expectations role. You will turn messy data into clear insights, turn insights into decision-ready recommendations, and package the story into crisp executive decks. You will also support coordination across Finance, Legal, Risk (TPRM), and Business Units by maintaining clean tracking, reporting, and source-of-truth documentation.

Requirements

Experience: 3–6+ years in analytics, consulting-style analysis, finance, sourcing/procurement, strategy, or similar roles requiring heavy data work, research, and executive communication.
Data & analysis: Advanced Excel skills (models, pivots, Power Query preferred), comfort working with large and imperfect datasets, strong analytical judgment, and ability to pressure-test assumptions.
Executive PowerPoint: Proven ability to create crisp, leadership-ready decks (structure, storyline, visuals, and precision). You can take rough input and turn it into something that looks final.
Research quality: Strong structured research skills and synthesis—able to produce concise, defensible, decision-oriented outputs with clear implications and recommendations.
Organization & coordination: Strong program discipline—trackers, actions, dependencies, and documentation are always current; you keep multiple threads moving without dropping details.
Stakeholder skills: Able to work across Finance, Legal, Risk, and Business partners; clear written communication; comfortable running working sessions and capturing decisions.
Tools: Proficient with Excel and PowerPoint; comfortable with collaboration and tracking tools used for document management and reporting.

Responsibilities

Build and maintain spend, vendor, and contract analytics to identify and prioritize savings opportunities (what to pursue, in what order, and why).
Develop vendor-by-vendor “deal packets” for negotiations: baseline spend, pricing structures, renewal timing, current terms, usage drivers, benchmarks, and scenario options.
Conduct structured research and synthesis on suppliers, market landscape, pricing benchmarks, and commercial levers; translate findings into concise, decision-ready recommendations.
Own reporting for initiative status and savings tracking; maintain clean weekly status, milestone tracking, and documented savings support.
Build and polish executive-facing PowerPoint materials: leadership updates, initiative summaries, negotiation narratives, and decision decks (clear storyline, tight visuals, no clutter).
Support cross-functional coordination: schedule working sessions, capture actions and decisions, maintain decision logs, and ensure follow-through across stakeholders.
Maintain the “source of truth” for vendors in scope (spend, contract attributes, renewal dates, termination clauses, key contacts, and current initiative status).