Senior Analyst, Corporate Development

LPL Financial

Senior Analyst in Corporate Development at LPL Financial supporting M&A transactions and financial analysis. Collaborating with senior management and cross-functional teams on strategic initiatives.

Posted 6/24/2026full-timeSan Diego • California, South Carolina • 🇺🇸 United StatesSenior💰 $91,773 - $152,955 per yearWebsite

About the role

Key responsibilities & impact

Perform and support financial analysis, synergies forecast, and valuation and due diligence of potential acquisitions
Collaborate with functional due diligence teams, including legal, finance & accounting, tax, human resources, operations, IT, sales, and strategy
Develop, in partnership with Business Unit leaders, financial projections for acquisition targets and integration plans
Prepare presentations and report to senior management on potential M&A transactions, capital structure, and strategic growth initiatives
Develop deep knowledge of the wealth management industry
Perform research, reporting and analysis on M&A activity and strategic partnerships in the industry
Monitor past acquisition metrics
Ad-hoc analysis, research, financial modeling, and additional responsibilities as required

Requirements

What you’ll need

Bachelor’s or master’s degree in finance, accounting, business administration or related field
3+ years of corporate finance related experience (Investment Banking, Corporate Development, Strategic Finance, FP&A, etc.)
3+ years’ experience with Microsoft Office products, including expertise in Excel and PowerPoint

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

financial analysisvaluationdue diligencefinancial projectionsfinancial modelingreportingresearchcapital structureM&A activitystrategic partnerships

Soft Skills

collaborationpresentation skillscommunicationstrategic thinkinganalytical skills

Certifications

Bachelor’s degree in financeBachelor’s degree in accountingBachelor’s degree in business administrationMaster’s degree in financeMaster’s degree in accountingMaster’s degree in business administration