LPL Financial

AVP, FP&A

LPL Financial

full-time

Posted on:

Location Type: Hybrid

Location: Fort MillCaliforniaNorth CarolinaUnited States

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Salary

💰 $99,807 - $166,345 per year

Job Level

About the role

  • Serve as the primary finance leader and partner for key business executives
  • Utilize data to tell a story and drive insights while making business recommendations
  • In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance
  • Build and maintain driver‑based financial models that reflect evolving business dynamics and support resource allocation
  • Lead forecasting, P&L management, & budget planning processes
  • Identify efficiency opportunities and implement effective solutions
  • Deliver on ad hoc analysis, modeling, and additional responsibilities as required
  • Utilize data to communicate and present financial insights effectively across audiences, including executive‑level forums, to support business decisions
  • Build a high‑performing team through coaching and development across finance, technical, and general business skills

Requirements

  • Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline)
  • 5+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics
  • Excellent attention to detail
  • Self-starters who are dependable, can work independently, and run with asks that come with little initial direction
  • Focus on continuous improvement in all financial related processes
  • Flexible and adaptable to change; ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
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 & Tools
financial analysisvariance analysisbudget planningforecastingfinancial modelingdata analysisbusiness analyticsP&L managementresource allocationefficiency improvement
Soft Skills
attention to detailself-starterdependabilityindependencecontinuous improvementflexibilityadaptabilitycommunicationcoachingteam development
Certifications
Bachelor's degree in FinanceBachelor's degree in BusinessBachelor's degree in Economics