Senior Analyst, Finance Strategic Support

LPL Financial

Senior Analyst managing strategic support projects for the CFO at LPL Financial. Collaborating across teams to drive financial initiatives and enhance reporting processes.

Posted 6/19/2026full-timeFort Mill • New York • 🇺🇸 United StatesSenior💰 $80,752 - $134,518 per yearWebsite

About the role

Key responsibilities & impact

Serve as connection point across CFO’s leadership team and key external partnerships
Coordinate and drive execution of cross-functional strategic initiatives
Lead ad-hoc projects related to CFO priorities
Prepare and consult on executive-level reports and presentations for the CFO, Board of Directors, and Management Committee
Partner with Finance leadership to deliver, monitor and communicate progress against goals/OKRs
Drive employee interaction and engagement efforts, including employee communications and finance-wide talent management actions

Requirements

What you’ll need

A minimum of 4 years’ relevant experience as a chief of staff, project manager, or similar
BA/BS degree in Finance, Accounting, or related field
Experience creating executive presentations and materials
Strong strategic and financial acumen
Expert user of Microsoft PowerPoint and Excel
Detail oriented and able to see the bigger picture
Strong written and verbal communication skills with the ability to interact effectively with upper-level executives
Proven ability to synthesize complex concepts into concise executive-level presentations
Ability to manage multiple tasks concurrently with minimal supervision

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

project managementexecutive presentationsfinancial acumenstrategic initiativesOKRstalent management

Soft Skills

detail orientedstrategic thinkingwritten communicationverbal communicationinterpersonal skillsability to synthesize complex conceptsability to manage multiple tasks