Performance & Automation Analyst

LPL Financial

Support projects to deliver automated workflows for the Supervision team. Collaborate with colleagues to optimize operational efficiency at LPL Financial.

Posted 6/10/2026full-timeRemote • Arizona, California, North Carolina • 🇺🇸 United StatesJunior💰 $63,860 - $106,399 per yearWebsite

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Support and collaborate with more experienced colleagues to deliver large-scale solutions across a variety of projects & initiatives.
Jointly participate in projects & tasks while advancing skills in discovery, design, and implementation of process improvements and automated workflows
Optimize processes by conducting stakeholder interviews to compile needs assessment, identify requirements, and support solution design
Conduct data validation and process testing exercises, identifying defects and proposing solutions or workarounds
Work cross-functionality to deliver & implement more efficient workflows by combining backend data sources in Alteryx
Research and resolve unknowns independently by leveraging resources and navigating the organization to obtain information and achieve objectives
Drive continuous improvement by proposing ways to leverage data aggregation tools, automated workflows, or AI to streamline our team’s ability to operate & execute on our initiatives

Requirements

What you’ll need

Bachelor’s degree or equivalent industry experience
1+ years of experience in data sourcing, extraction, or analytics
Experience in Excel, SQL, python, and/or Alteryx
Analytical, problem-solving, and critical thinking skills
Attention to detail and excellent business judgment with successful track record for working independently
Resourceful problem solver that is able to adapt to changing priorities
Ability to multi-task and work well under pressure with commitment to deliver under tight deadlines
Demonstrates work ethic and possesses a natural curiosity with a commitment to continually learn and grow
Written and verbal communication skills with ability to present information in differing degrees of detail and form depending on the audience.

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 sourcingdata extractiondata analyticsExcelSQLPythonAlteryxprocess improvementautomated workflowsdata validation

Soft Skills

analytical skillsproblem-solvingcritical thinkingattention to detailbusiness judgmentresourcefulnessadaptabilitymulti-taskingwork ethiccommunication skills

Certifications

Bachelor's degree