Operations Data Analyst, New Accounts
LPL Financial
full-time
Posted on:
Location Type: Office
Location: Fort Mill • South Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $24 - $40 per hour
Job Level
Mid-LevelSenior
About the role
- Provide data and analytical support for New Accounts Operations (NAO)
- Assess areas of improvement using data analysis, flow charts, for the transformation of current operations functions
- Participate and provide feedback in product increment planning activities and capacity planning
- Develop and analyze solution opportunities to meet department goals
- Communicate with critical business partners as the NAO representative for requirements and transparency of transformation efforts
- Build and deliver statistical reporting of required department reports that consist of daily, weekly, monthly and ad hoc requests
- Act as a resource to the department and be able to apply complex knowledge of the overall account opening and maintenance process for inquiries received from internal stakeholders and vendors
- Evaluate and make data driven optimization recommendations to the senior leadership team
Requirements
- Bachelor's Degree in Finance or related field or minimum of 3 years relevant experience in financial service operations
- 3+ Years of business systems analysis or business process design experience or a combination of both
- Microsoft Office Suite proficiency (Excel)
- Solid experience in presentation and excellent verbal/written communications
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisflow chartsstatistical reportingbusiness systems analysisbusiness process designdata driven optimizationfinancial service operations
Soft skills
communicationpresentationfeedbackcollaboration
Certifications
Bachelor's Degree in Finance