Sr Analyst, Finance FP&A - Technology

LPL Financial•Charlotte, NC

About The Position

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. FP&A is one of LPL’s most visible departments, serving as the bridge between the firm’s strategy and execution. The FP&A team serves as strategic business partners focused on providing actionable insights and recommendations that help business and finance executives make informed decisions and improve profitability. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Job Overview: As a Senior Financial Analyst, you will collaborate with leaders across Technology and Finance to support our growth objectives. You will be responsible for creating analyses, financial models, management reporting, and robust forecasts. The team is integrally involved in strategic investment analysis, including the support of growth initiatives and business case analysis. We are looking for a dynamic and influential finance team member with strong business acumen, corporate finance knowledge, and communication skills.

Requirements

Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline)
3+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics
Excellent attention to detail and demonstrated ability to effectively communicate analysis to support business decisions
Ability to construct dynamic and robust financial models that are purpose-built and adaptable allowing for quick adjustments
Self-starters who are dependable, can work independently, and run with asks that come with little initial direction

Nice To Haves

Prior roles in FP&A, Treasury / Capital Management, Investment Banking / M&A, Consulting, and Accounting
Technology Finance experience preferred

Responsibilities

Strategic Business Partner Utilize data to tell a story and drive insights while tailoring messaging based on the audience
Create accurate, compelling, and effective high-level presentations for executives
Collaborate with varying levels of business leadership and Finance colleagues
In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance.
Forecasting and Analytics Create and/or support the development of financial related models and ensure they are accurate and updated to reflect evolving business dynamics
Partner with peers in FP&A to develop an integrated driver-based volume forecasting models to support resource planning needs
Support forecasting, expense management, & budget planning processes