Senior Analyst, Finance Strategic Support

Requirements

• 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
• Core Competencies:
• 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
• Preferences:
• Experience in wealth management and/or broker-dealer space
• Advanced degree
• Pay Range:
• $80,752.00 - $134,518.00
• Company Overview:
• 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:

Benefits

Additional Information

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 Overview The Finance organization at LPL is seeking a Sr. Analyst to support the VP, Strategic Support, who directly supports LPL's Chief Financial Officer (CFO). The Senior Analyst must be an analytical, highly-motivated problem-solver who is able to move fluidly between details while staying attuned to the macro vision of the CFO. The primary responsibility of this role will be overseeing day-to-day support and high-priority ad-hoc projects to support the AVP of Strategic Support and CFO. Roles & Responsibilities: 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 What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

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