Job Overview:LPL Financial is seeking talented and analytical candidates with a finance background. As an analyst, you will provide analytical and strategic support to advisors facing CFOs, build financial models, and create and explain business metrics. The analyst is also responsible for providing easy to understand and interpret forecasts, budgets, cost-benefit analysis, and accounting information.
The CFO Solutions program at LPL acts as Chief Financial Officers for financial advisors and small business owners. The program helps advisors understand their financials and business metrics to make strategic decisions to grow revenue, profits, and increase their business valuation.
Roles & Responsibilities:- Build complex financial models to provide financial decision support for advisors
- Analyze advisor practices to help the business owners better understand their value, including profitability, cash flow, areas of opportunity, and the impacts of shifts in their business
- Analyze financial statements and advise on investment opportunities
- Create key performance indicators and predict future financial trends
- Develop strategies that work to minimize financial risk
- Ad-hoc analysis, financial modeling, and additional responsibilities as required
What does your success look like in the first 90 days?- Become a trusted partner for our financial advisors and team members
- Understand our team processes and accurately create financial models
What are we looking for?We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates
pursue greatness, act with integrity, and are
driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we
win together and
create and share joy in our work.
Requirements:- 1-3+ years of finance services experience or equivalent experience as a financial analyst
- Bachelor's degree in business, finance, or related field is required
- Experience with financial modeling, analysis, and proficiency in Excel
Core Competencies:- Strong communication and organizational skills
- Ability to take ownership and work independently
- Strong relationship management skills
- Curiosity with comfortability working in the grey
Preferences:- Experience directly supporting Financial Advisors
Pay Range: $61,079.00 - $101,764.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
