FP&A Analyst Position Available In Lancaster, South Carolina

FP&A Analyst LPL Financial – 3.6 Fort Mill, SC Job Details $59,288 – $98,813 a year 7 hours ago Benefits Stock options Health insurance Paid time off 401(k) matching Volunteer time off Qualifications Microsoft Powerpoint Hyperion Microsoft Excel SAS Enterprise software Bachelor of Science Writing skills Data analysis skills Mid-level Finance SQL Bachelor’s degree Corporate finance Organizational skills VBA 1 year Communication skills Python OBIEE Data Science Full Job Description 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, data analysis skills, 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 monthly, 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.

Essential Functions:

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 Supporting SQL statement queries to pull data, manage ETL tasks/jobs, and help support the forecasting solution for Technology & Product teams

Key Qualifications:

1-3 years of data analysis or finance-related experience Strong communication, listening, presentation, and writing skills High level of proficiency in Excel and PowerPoint Experience with SQL, VBA, and Python Experience with enterprise systems and reporting tools a strong plus (OBIEE, OFA, Hyperion or other SAS reporting tools) 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 Strong organization skills, ability to prioritize and to manage multiple ongoing work streams Proactive problem solver, expected to present problems and recommendations simultaneously Positive attitude, commitment to excellence and integrity High level of motivation and initiative BA/BS in Finance, Business, Data Science, Economics or related discipline is required

Pay Range:

$59,288-$98,813/year 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. 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.

Join LPL Financial:

Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL?

Innovative Environment:

We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

Limitless Career Potential:

Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

Unified Mission:

We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

Impactful Work:

Our size is just right for you to make a real impact. ! Commitment to

Equality:

We support workplace equality and embrace diverse perspectives and backgrounds. !

Community Focus:

We care for our communities and encourage our employees to do the same. !

Benefits and Total Rewards:

Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. ! 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. EAC1.22.25