Senior Analyst, Advisor Capital

  • LPL Financial
  • San Diego, CA, USA
  • Jul 11, 2019
Full time Accounting Business Development

Job Description

LPL Financial is seeking a strong applicant to join our team as a member of our Corporate Development department managing our Advisor Capital team. As a Senior Analyst of Advisor Capital, you will lead deep and thoughtful analysis to help our executive management team make informed decisions as well as drive and maintain efficient day to day operations. The ideal candidate for this role has a combination of strong business acumen, technical knowledge to develop and deliver tools enabling informed decision making to drive continuous strategic growth.

The Advisor Capital group plays an instrumental role in the analysis and reporting of LPL’s financial information and collaborating with the company’s business units providing overall financial and capital deployment support. This team is directly involved in strategic and general financial analysis, including, but not limited to, supporting growth initiatives through recruiting and potential M&A transactions as well as providing pricing and capital deployment analysis. This role will have direct exposure to top level management.

Essential Functions:

  • Working with AVP to develop capital deployment strategy and maintain efficient processes
  • Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure.
  • Interfacing with business unit counterparts to address specific needs of advisors
  • Monitoring the team’s timely adherence to service level agreements through dashboards and reports, investigating and addressing instances where commitments are not being met
  • Producing metrics to illustrate business unit’s accuracy, efficiency, and timeliness
  • Creating reporting and analysis to drive business decisions on capital deployment opportunities
  • Handle escalations by both internal business partners and our Advisors
  • Maintain and enhance internal controls, supporting Internal Audit and Compliance quarterly/annual controls testing
  • Ad-hoc analysis, financial modeling, and additional responsibilities as required

Key Qualifications:

  • Effective communication, presentation and writing skills
  • In depth knowledge of financial reporting processes
  • MS Excel and PowerPoint expert
  • Experience with enterprise systems and reporting tools is a plus (OBIEE, OFA, Hyperion or other SaaS reporting tools)
  • Experience with CRM tools such as Salesforce is a plus
  • Detail oriented with insight to determine applicability of big picture analysis
  • Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
  • Ability to work within a team, take the initiative and show strong attention to detail is critical
  • Ability to take initiative and create concise and decision supporting analysis is essential
  • Proactive problem solver, expected to present problems and recommendations simultaneously
  • Positive attitude, commitment to excellence and integrity
  • High level of motivation and initiative

Education:

  • BA/BS degree in Finance, Business, or Economics (or a related discipline) is required.
  • 2 - 5 years corporate finance, investment banking, or corporate development experience preferred

 

 

 

 

 

 

Vestnys, Stephanie