LPL Financial

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) is one of the fastest-growing Fortune 500 financial services firms, and the industry-leader in the markets we serve. Since 2018, LPL Financial has more than doubled Assets Under Management to over $1.3 trillion and serves more than 22,000 financial advisors.

TEAM OVERVIEW

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.

ROLE OVERVIEW

As an Assistant Vice President, Corporate FP&A, you will play an instrumental role in the analysis and reporting of LPL’s consolidated financial performance. The team provides critical analytical support to executive leaders through financial analysis and visually compelling reporting of the company’s consolidated financial results. This role will also coordinate across both business line FP&A and cross functional teams to understand drivers of our financial performance and will have direct interaction with the executive leadership team.

KEY RESPONSIBILITIES

Consolidated Financial Reporting

• Manage consolidated financial reporting deliverables and communicate financial results to senior leadership
• Coordinate with key stakeholders to complete monthly variance commentary compared to budget/forecast at the consolidated and business unit level
• Develop standardized dashboards and reports to assess financial performance

Forecasting and Analytics

• Support decision making by turning complex financial results into accurate, timely, and insightful financial analysis and presentations
• Deliver on ad hoc analysis, modeling, and additional responsibilities as required

Team Leadership

• Effectively communicate, write, and present to various levels of management, including C-suite team
• Build a high performing team by focusing on coaching and developing team members on finance, technical, and general business skills
• Recognize system inefficiencies and implement effective solutions

REQUIREMENTS

• Bachelor's degree in Finance, Business, or Economics
• 5+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics

WE VALUE

• Experience in FP&A, Investor Relations or financial services firm
• Prior consolidated P&L analysis experience
• MBA, CPA, or CFA
• Ability to construct dynamic and robust financial models that are purpose-built and adaptable allowing for quick adjustments
• Self-motivated and a solid team player ability to work effectively with other parts of Finance and develop a strong consultative relationship throughout the department

Pay Range:

• /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!

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

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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.