Analyst, CFO Solutions

Job Overview:

LPL Financial is seeking an analytical and personable self-starter with a financial background to join its CFO Solutions organization via the Insights & Analytics Team ("IAT").

CFO Solutions is a fractional consulting service, which LPL offers to its affiliated financial advisors. This service helps subscribing advisors better understand their financial information and business metrics in order improve their strategic decision-making, revenue growth, and business valuations.

Insights & Analytics Team members develop standard and ad-hoc financial models, monthly reporting, and other insights in support of the advisor-facing CFOs. Analysts must effectively partner with CFOs and provide actionable and easily understandable insights based on financial analysis to effectively create value for subscribing advisors.

Responsibilities:

The analyst role is multifaceted and requires analytical ability and client relationship management skills. Daily and long-term responsibilities include:

• Analyze advisor business practices to help them better understand strengths and opportunities for their firms as well as metrics on profitability, cash flow, efficiency, and valuation
• Prepare standard deliverables in Excel and determine significant insights to be relayed to advisors
• Present analyses to internal team members and subscribing advisors
• Partner with CFOs and consult with them on opportunities to add value for their paired advisors
• Utilize Tableau to provide regular and custom reporting to advisors
• Improve existing financial models and build new models when opportunities are identified
• Assist with CFO and IAT team projects to improve quality for advisors and efficiency for the team

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:

• 2-3 years of experience in a financial analyst role in any industry, OR
• 2-3 years in an advisor-facing or client-facing role within the wealth management industry
• Bachelor's degree in business, finance, economics, or related field (exceptions for other degrees + strong related experience)
• 1+ years' experience with Microsoft Excel
• 1+ years' experience with Tableau, Alteryx, Power BI, or other querying or data visualization tools

Core Competencies:

• Ability to work independently and balance multiple competing priorities at once
• Analytical, problem-solving mindset with precise attention to detail
• Strong verbal and written communication skills

Preferences:

• 2-3 years of experience in a financial analyst role in the financial services industry
• Experience working with financial advisors directly

Pay Range:

$61,066-$101,777/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!