Job summary
Job post source
This job is directly from LPL Financial
Job overview
The Sr. Analyst, Finance (FP&A) role at LPL Financial involves leading financial analyses and forecasts to support management decision-making and acting as a business partner within the FP&A team.
Responsibilities and impact
The role requires collaborating with cross-functional partners to analyze financial performance, preparing budgets and forecasts, delivering financial presentations, identifying improvements, and performing ad hoc analyses.
Compensation and benefits
The salary range is $74,700-$124,500 per year, with compensation varying based on experience and location; benefits include 401K matching, health insurance, employee stock options, paid time off, and volunteer time off.
Experience and skills
Candidates must have a BA/BS in Finance, Accounting, Business, or Economics, 3-5+ years of finance experience including 2+ years in FP&A, strong communication, presentation, relationship-building skills, and financial modeling proficiency is preferred.
Career development
LPL Financial offers limitless career potential with opportunities for growth in a supportive, innovative environment fostering creativity and continuous improvement.
Work environment and culture
The company culture emphasizes collaboration, client focus, creativity, continuous improvement, workplace equality, diversity, and community involvement.
Company information
LPL Financial is a leading independent broker-dealer serving over 23,000 financial advisors and institutions, committed to advisor independence and personalized financial guidance.
Team overview
The candidate will join the FP&A team, acting as a key business partner to various business units and management, fostering trust and transparent communication.
Application process
Applicants must apply by creating an account on LPL's platform; LPL communicates only via official email and does not request payments or sensitive financial information during interviews.
Unique job features
The role offers the chance to be a finance expert interfacing with multiple business units and influencing key financial decisions in a fast-paced environment.
Company overview
LPL Financial is a leading retail investment advisory firm and independent broker-dealer in the United States. They provide a platform of services, including technology, research, clearing, and compliance, to financial advisors and institutions. The company generates revenue through advisory fees, commissions, and asset-based fees. Founded in 1989 through the merger of Linsco and Private Ledger, LPL Financial has grown significantly, emphasizing independence and support for financial advisors. Understanding their commitment to empowering advisors and their robust service offerings is crucial for prospective candidates.
How to land this job
Position your resume to highlight your financial modeling expertise, FP&A experience, and ability to partner cross-functionally to drive business insights, as these are central to the Sr. Analyst, Finance role at LPL Financial.
Emphasize your skills in preparing detailed budgets, forecasts, and compelling financial presentations, along with your communication and relationship-building abilities, which align with the job’s core competencies.
Apply through multiple channels including LPL Financial’s corporate careers site and LinkedIn to maximize your visibility and ensure your application reaches the right recruiters.
Connect on LinkedIn with current FP&A team members or finance professionals at LPL Financial; use ice breakers like commenting on recent company financial initiatives, asking about the team’s approach to forecasting, or expressing enthusiasm for LPL’s client-focused mission.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial modeling,' 'budgeting,' 'forecasting,' 'FP&A,' 'cross-functional collaboration,' and 'financial presentations' to increase the chance of passing initial screenings.
Leverage Jennie Johnson’s Power Apply feature to automate tailored applications across multiple platforms, identify relevant LinkedIn contacts to network with, and optimize your resume for ATS, freeing you to focus on preparing for interviews and networking effectively.
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