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.

Job Overview:

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.

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

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:

• 3-5+ years of finance-related experience

• BA/BS in Finance, Business, Economics or related discipline

• High level of proficiency in Excel and PowerPoint

Core Competencies:

• 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

Preferences:

• 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

#LI-PA

 

Pay Range:

$76,941.00 - $128,235.00

 

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!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26