Senior Analyst, Technology FP&A

LPL Financial•Fort Mill, SC

1d•$76,941 - $128,235

About The Position

LPL Financial is seeking a strong candidate to join our Financial Planning & Analysis (FP&A) team. As a trusted business partner, you will lead analysis and forecasts to help our management team make informed decisions. You will partner with colleagues in finance and in the business units to develop timely, accurate, and insightful analyses, metrics, and forecasts. The ideal candidate has a combination of strong business acumen, technical and corporate finance knowledge, high attention to detail and organization, and excellent communication skills. The ability to work within a team, take initiative, and interact effectively with business partners and all levels of management is critical. The FP&A group plays an instrumental role in the analysis and reporting of LPL’s financial information. This team is integrally involved in strategic and general financial analysis including supporting growth initiatives, creating forward trend analysis, and evaluating investments using cost-benefit and return on investment models. Another primary responsibility is working with business partners across LPL to review financial results on a monthly basis, capture variance explanations, and support the forecast and budget planning processes. Lastly, this group is tasked with the reporting of financial information in various forms including monthly executive packages, board of director presentations, and sales & asset reporting.

Requirements

3-5+ years of finance-related experience
BA/BS in Finance, Business, Economics or related discipline
High level of proficiency in Excel and PowerPoint
Communication, listening, presentation, and writing skills
Detail oriented with insight to determine applicability of big picture analysis
Ability to work comfortably with incomplete information and ambiguity in a fast-paced environment
Ability to work within a team and work with minimal oversight
Organization skills, ability to prioritize and to manage multiple ongoing work streams

Nice To Haves

Experience with enterprise systems and reporting tools a strong plus (OBIEE, OFA, Hyperion or other SAS reporting tools)
Proactive problem solver, expected to present problems and recommendations simultaneously
Positive attitude, commitment to excellence and integrity
High level of motivation and initiative

Responsibilities

Work closely with cross-functional business partners to understand and provide insights into financial performance and forecasts
Prepare and deliver compelling, accurate, and visually effective financial presentations
Lead the preparation of detailed budgets and forecasts via a 24 month rolling forecast process
Track divisional headcount changes and provide insight into the resulting financial impact
Ad hoc analysis and additional responsibilities as required
Identify areas of improvement and implement effective solutions