Analyst, Finance Systems

San Diego, CA, United States

Are you driven by being the champion that drives innovation for a department? If so, then this could be the role for you!

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. We support over 18,000 financial professionals—including over 14,000 independent advisors, more than 700 financial institutions, and over 4,000 institutional clearing and technology subscribers. We enable advisors to focus on their clients by reducing the complexity of running their practice and we support their business by offering enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. At LPL, we take care of our advisors, so they can take care of their clients. And Technology is at the center of our mission.

Job Description

The Finance Systems Analyst, reports to the Assistant Vice President of Finance Systems, under the Center of Excellence group. This group specializes in data projects primarily in finance & accounting functions that require advanced analytic skills. This role will provide strategic, analytical, and technical support for various departments. You will leverage disparate data to create solutions that empower the business to effectively make decisions. The ideal candidate has a combination of strong business acumen, strong data analytic knowledge, and communication skills.

Responsibilities:

Perform recurring and Ad-Hoc system administration tasks to support business operations.

Translate and visualize data into information and insights to discover trends and patterns for solving the business problem and improving key performance indicators.

Provide a customer centric experience for business partners.

Create detailed documentation, process flows, and diagrams.

Train and support end users on project solution functionality and procedures.

Leveraging existing systems used in Accounting/Finance to create efficiencies and automation (Oracle, TrinTech- Cadency & ReconNet, Ariba, Concur etc.)

Promote a culture of continuous improvement within a progressively evolving environment.

Drive project development through the project lifecycle.

Partner closely with our Product Management and Technology teams in support of various initiatives.

Build and maintain relationships within Finance, Technology, other business organizations, and with third party vendors.

Ad hoc analysis, modeling, and additional responsibilities as required.

What are we looking for?

We want strong collaborators who are passionate about identifying and solving business inefficiencies. We are looking for people who thrive in an innovative environment, who are motivated self-starters, and who can think creatively to deliver valuable services to our customers.

Requirements:

Bachelor’s degree in Data Analytics, Data Science, Finance, Business, or Economics (or equivalent experience).

1-3 years of experience.

Experience with BI tools (Tableau, Power BI, Alteryx).

Core Competencies:

Intellectually curious and have a background in data analyses.

Exceptional critical thinking skills.

Desire to drive organizational change through process improvement.

Strong interpersonal skills and effective communication skills with the ability to interact effectively with all levels of management and staff.

Excellent quantitative/analytical skills, and ability to utilize data to tell the story and drive insights, tailors messaging to appropriate level for audience.

Finding opportunities for business process optimization.

Proficiency in dashboard and reporting development such as Tableau or Power BI.

Proficiency in Microsoft Office, particularly Excel (pivot tables, formulas, charts, data modeling).

Understanding adaptability for change in the bigger picture; embracing those changes as opportunity for growth & development.

Outstanding problem -solving skills with a proactive approach towards assigned projects or tasks.

Demonstrated ability to manage multiple projects and activities while meeting deadlines.

Understanding of SOX controls and ensuring compliance over financial reporting.

Preferences:

Proficiency in data analysis tools and languages, such as SQL and databases, or Python.

Pay Range:

$52,240-$78,360/year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lp lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

#J-18808-Ljbffr