LPL Financial

Senior Analyst, Corporate FP&A

LPL Financial

full-time

Posted on:

Location Type: Hybrid

Location: San Diego • California • North Carolina • United States

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Salary

💰 $76,941 - $128,235 per year

Job Level

Senior

About the role

  • Own and enhance enterprise revenue forecasting models across multiple revenue streams
  • Translate market movements, advisor behavior, and business trends into actionable financial insights
  • Support executive-level reporting and deliver clear narratives around revenue drivers, risks, and opportunities
  • Partner cross-functionally with business leaders, Strategy, Treasury, and Investor Relations to connect operating performance to long-term value creation
  • Develop scenario analysis and stress testing to inform capital allocation and strategic decision-making

Requirements

  • Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline)
  • 3+ 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
  • CFA, MBA, or CPA preferred
  • Background in Wealth Management or Financial Services, with expertise in FP&A and related disciplines such as Treasury / Capital Management, and Investment Banking / M&A
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 planningforecastingbusiness analyticsscenario analysisstress testingcapital allocationstrategic decision-making
Soft Skills
attention to detailself-starterdependableindependent workcontinuous improvementflexibilityadaptabilitycomfort with ambiguityability to work in fast-paced environment
Certifications
CFAMBACPA