Senior Analyst, Finance Strategic

Job Overview

The Finance organization at LPL is seeking a Sr. Analyst to support the VP, Strategic Support, who directly supports LPL’s Chief Financial Officer (CFO). The Senior Analyst must be an analytical, highly-motivated problem-solver who is able to move fluidly between details while staying attuned to the macro vision of the CFO. The primary responsibility of this role will be overseeing day-to-day support and high-priority ad-hoc projects to support the AVP of Strategic Support and CFO.

• Serve as connection point across CFO’s leadership team and key external partnerships
• Coordinate and drive execution of cross-functional strategic initiatives
• Lead ad-hoc projects related to CFO priorities
• Prepare and consult on executive-level reports and presentations for the CFO, Board of Directors, and Management Committee
• Partner with Finance leadership to deliver, monitor and communicate progress against goals/OKRs
• Drive employee interaction and engagement efforts, including employee communications and finance-wide talent management actions

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.

• A minimum of 4 years’ relevant experience as a chief of staff, project manager, or similar
• BA/BS degree in Finance, Accounting, or related field
• Experience creating executive presentations and materials

• Strong strategic and financial acumen
• Expert user of Microsoft PowerPoint and Excel
• Detail oriented and able to see the bigger picture
• Strong written and verbal communication skills with the ability to interact effectively with upper-level executives
• Proven ability to synthesize complex concepts into concise executive-level presentations
• Ability to manage multiple tasks concurrently with minimal supervision

• Experience in wealth management and/or broker-dealer space
• Advanced degree

$80,752.00 - $. 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.

Principals only. EOE.

EAC 5.19.26