Financial Analyst, CFO Solutions

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 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 - $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,…