Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Description
The Finance Systems Analyst, reports to the Vice President of Finance Systems, under the Center of Excellence group. This group specializes in data projects under the hierarchy of the Chief Accounting Officer 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 by the business to create efficiencies and automation (Oracle, SAP, Workday, 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, creative, team oriented, and are able to execute in a way that encourages continuous improvement.
Requirements:
Bachelor’s degree in data Analytics, Data Science, Finance, Business, or Economics (or equivalent experience).
Experience with BI tools (Tableau, Power BI, Alteryx)
Familiarity with Python or SQL
Minimum of 1-2 years of professional experience is required
Core Competencies:
Intellectually curious and have a background in data analyses.
Exceptional critical thinking skills
Desire to drive organizational change through process improvement.
Interpersonal skills and effective communication skills with the ability to interact effectively with all levels of management and staff.
Preferences
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 data analysis tools and languages, such as SQL and databases, or Python is a plus.
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
#LI-PA
Pay Range:
$58,092.00 - $96,820.00Actual 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!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
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 @lplfinancial.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 (855) 575-6947.
EAC 5.19.26
Skills Required
- Bachelor's degree in Data Analytics, Data Science, Finance, Business, or Economics (or equivalent experience).
- Experience with BI tools: Tableau, Power BI, Alteryx.
- Familiarity with Python or SQL.
- Minimum of 1-2 years of professional experience.
- Experience leveraging enterprise systems such as Oracle, SAP, or Workday.
- Proficiency in Microsoft Excel (pivot tables, formulas, charts, data modeling).
- Understanding of SOX controls and compliance over financial reporting.
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
