Build and maintain spend, vendor, and contract analytics to identify and prioritize savings opportunities (what to pursue, in what order, and why).
Develop vendor-by-vendor "deal packets" for negotiations: baseline spend, pricing structures, renewal timing, current terms, usage drivers, benchmarks, and scenario options.
Conduct structured research and synthesis on suppliers, market landscape, pricing benchmarks, and commercial levers; translate findings into concise, decision-ready recommendations.
Own reporting for initiative status and savings tracking; maintain clean weekly status, milestone tracking, and documented savings support.
Build and polish executive-facing PowerPoint materials: leadership updates, initiative summaries, negotiation narratives, and decision decks (clear storyline, tight visuals, no clutter).
Support cross-functional coordination: schedule working sessions, capture actions and decisions, maintain decision logs, and ensure follow-through across stakeholders.
Maintain the "source of truth" for vendors in scope (spend, contract attributes, renewal dates, termination clauses, key contacts, and current initiative status).
What does your success look like in the first 90 days?
Stand up clean, reliable reporting for the third-party spend work: initiative tracker, savings documentation support, and an executive-ready weekly update.
Build initial opportunity analyses and prioritize an execution pipeline (quick hits vs. complex items) with clear rationale and data-backed recommendations.
Deliver multiple executive decks and deal packets that materially improve leadership decision-making and negotiation readiness (tight storyline, clean numbers, defensible assumptions).
Establish operating rhythms with Finance/Legal/Risk partners so data requests, validations, and approvals move quickly and don't become blockers.
What are we looking for?
Requirements
Experience: 3-6+ years in analytics-driven roles (e.g., analytics, consulting, finance, sourcing/procurement, strategy) requiring structured analysis, research, and executive-level communication
Data & analysis: Advanced Excel experience (models, pivots; Power Query preferred) with large, imperfect datasets; demonstrated analytical judgment and ability to validate and challenge assumptions
Executive communication: Proven experience building leadership-ready PowerPoint decks, translating rough inputs and complex analysis into clear, structured, decision-oriented narratives
Research & synthesis: Strong structured research skills with a track record of producing concise, defensible insights, implications, and recommendations for leaders
Operating discipline & stakeholders: Experience managing multiple workstreams with strong tracking and documentation; effective partner to Finance, Legal, Risk, and Business teams with clear written communication
Core Competencies:
Analytical rigor: Produces accurate, defensible analysis quickly; knows what matters and avoids overbuilding.
Executive storytelling: Converts complexity into simple, decision-ready narratives; decks are clean, tight, and persuasive.
Operational discipline: Tracking, documentation, and follow-up are tight and current; no surprises.
Bias to action: Moves work forward independently; anticipates needs; resolves blockers instead of escalating noise .
Professionalism & resilience: Calm under pressure; handles sensitive vendor and contract work cleanly.
Curious and grounded: Hungry to learn, adapts quickly, an
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 Senior Analyst, Strategic Sourcing will support LPL's third‑party spend optimization and procurement governance initiatives by owning the analytical "engine room" behind what we pursue and why. This role is responsible for building the analysis, research, and executive-ready materials that enable leadership decisions and drive sourcing execution.
This is a high-output, high-expectations role. You will turn messy data into clear insights, turn insights into decision-ready recommendations, and package the story into crisp executive decks. You will also support coordination across Finance, Legal, Risk (TPRM), and Business Units by maintaining clean tracking, reporting, and source-of-truth documentation.
Lplfinancial · Fort Mill