Data Analyst

LPL Financial

Data Analyst driving insights and reporting for business strategy and growth at LPL Financial. Collaborating cross-functionally to enhance operational performance and decision-making.

Posted 6/5/2026full-timeSan Diego • California, South Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $36 - $60 per hourWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Own and Enhance Reporting
Develop and maintain core reporting assets, including dashboards, scorecards, and performance metrics
Partner with stakeholders to translate business needs into actionable reporting and insights
Deliver Data-Driven Insights
Analyze data to identify trends, gaps, and opportunities across business development activities
Present insights clearly to support decision-making at multiple levels of the organization
Manage and Optimize Data Sources
Extract and validate data from systems such as Salesforce and internal platforms
Ensure data accuracy, consistency, and appropriate usage across use cases (e.g., campaigns, performance tracking)
Drive Process Improvement & Automation
Evaluate existing reporting and workflows to identify opportunities for efficiency gains
Design and implement automated solutions to improve data collection, reporting, and scalability
Advance Analytical Capabilities
Apply analytical techniques to solve business problems
Contribute to the team’s evolving use of data, tools, and best practices

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Computer Science, Information Systems, or a related field
2+ years of experience in data analytics, business intelligence, or a related field, supporting sales, finance, or operations
2+ years of experience with Tableau (data visualization tool)
2+ years of experience with Alteryx (data preparation tool)
2+ years of experience in Excel / Microsoft 365 skills (e.g., pivot tables, lookups, data validation, formatting; PowerPoint for presentations; Outlook for communication and coordination)

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analyticsbusiness intelligencedata visualizationdata preparationExcelTableauAlteryxdata validationperformance metricsanalytical techniques

Soft Skills

communicationstakeholder managementpresentation skillsproblem-solvingprocess improvementcollaborationorganizational skillsdata-driven decision makingattention to detailadaptability