Job Description

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.

The Finance Systems Analyst, reports to the Vice President of Finance Systems, under the Center of Excellence group. This group specializes in data projects under the hierarchy of the Chief Accounting Officer that require advanced analytic skills. This role will provide strategic, analytical, and technical support for various departments. You will leverage disparate data to create solutions that empower the business to effectively make decisions. The ideal candidate has a combination of strong business acumen, strong data analytic knowledge, and communication skills.

Responsibilities:

• Perform recurring and Ad-Hoc system administration tasks to support business operations.

• Translate and visualize data into information and insights to discover trends and patterns for solving the business problem and improving key performance indicators.

• Provide a customer centric experience for business partners.

• Create detailed documentation, process flows, and diagrams.

• Train and support end users on project solution functionality and procedures

• Leveraging existing systems used by the business to create efficiencies and automation (Oracle, SAP, Workday, etc.)

• Promote a culture of continuous improvement within a progressively evolving environment.

• Drive project development through the project lifecycle

• Partner closely with our Product Management and Technology teams in support of various initiatives

• Build and maintain relationships within Finance, Technology, other business organizations, and with third party vendors.

• Ad hoc analysis, modeling, and additional responsibilities as required.

What are we looking for?

We want strong collaborators who are passionate about identifying and solving business inefficiencies. We are looking for people who thrive in an innovative environment, who are motivated, creative, team oriented, and are able to execute in a way that encourages continuous improvement.

Requirements:

• Bachelor’s degree in data Analytics, Data Science, Finance, Business, or Economics (or equivalent experience).

• Experience with BI tools (Tableau, Power BI, Alteryx)

• Familiarity with Python or SQL

• Minimum of 1-2 years of professional experience is required

Core Competencies:

• Intellectually curious and have a background in data analyses.

• Exceptional critical thinking skills

• Desire to drive organizational change through process improvement.

• Interpersonal skills and effective communication skills with the ability to interact effectively with all levels of management and staff.

Preferences

• Excellent quantitative/analytical skills, and ability to utilize data to tell the story and drive insights, tailors messaging to appropriate level for audience.

• Finding opportunities for business process optimization

• Proficiency in data analysis tools and languages, such as SQL and databases, or Python is a plus.

• Proficiency in dashboard and reporting development such as Tableau or Power BI

• Proficiency in Microsoft Office, particularly Excel (pivot tables, formulas, charts, data modeling)

• Understanding adaptability for change in the bigger picture; embracing those changes as opportunity for growth & development

• Outstanding problem-solving skills with a proactive approach towards assigned projects or tasks.

• Demonstrated ability to manage multiple projects and activities while meeting deadlines.

• Understanding of SOX controls and ensuring compliance over financial reporting

#LI-PA

Pay Range:

$58,092.00 - $96,820.00

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!

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