Sr Analyst, CFO Solutions

LPL Financial • San Diego, CA

3d

About The Position

LPL Financial is seeking an analytical and personable self-starter with a financial background to join its CFO Solutions organization via the Insights & Analytics Team (IAT). CFO Solutions is a fractional consulting service, which LPL offers to its affiliated financial advisors. This service helps subscribing advisors better understand their financial information and business metrics in order improve their strategic decision-making, revenue growth, and business valuations. Insights & Analytics Team members develop standard and ad-hoc financial models, monthly reporting, and other insights in support of the advisor-facing CFOs. Analysts must effectively partner with CFOs and provide actionable and easily understandable insights based on financial analysis to effectively create value for subscribing advisors.

Requirements

• 4-5 total years of experience with at least 2 years in a financial analyst role
• Bachelor’s degree in business, finance, economics, or related field (exceptions for other degrees + strong related experience)
• 2+ years’ professional experience modeling in Microsoft Excel
• Ability to work independently and balance multiple competing priorities at once
• Analytical, problem-solving mindset with precise attention to detail
• Strong verbal and written communication skills

Nice To Haves

• 4-5 years of experience in a financial analyst role in the financial services industry
• Experience working with financial advisors directly
• Prior experience with Tableau, Alteryx, Power BI, or other querying or data visualization tools

Responsibilities

• Analyze advisor business practices to help them better understand strengths and opportunities for their firms as well as metrics on profitability, cash flow, efficiency, and valuation
• Prepare standard deliverables in Excel and determine significant insights to be relayed to advisors
• Review standard deliverables prepared by junior analysts, working to develop their skillsets
• Present analyses to internal team members and subscribing advisors
• Partner with CFOs and consult with them on opportunities to add value for their paired advisors
• Utilize Tableau to provide regular and custom reporting to advisors
• Leverage industry knowledge to deliver tailored insights for advisor’s unique situations
• Improve existing financial models and build new models when opportunities are identified
• Assist with CFO and IAT team projects to improve quality for advisors and efficiency for the team

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level