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Are you someone with a strong background in financial analysis? Do you strive to be a best in class business partner? Excited to learn more? If so, then this could be the role for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job overview:
The Vice President, Finance will play a key leadership role on the FP&A team supporting the Investor & Investment Solutions / Product division. As a trusted business partner, you will be responsible for driving and creating analyses, management reporting, robust forecasts, and ultimately making recommendations that help business and finance executives make informed decisions and improve profitability. The team is integrally involved in strategic investment analysis, including supporting growth initiatives and business case analysis. The ideal candidate is a dynamic leader with a combination of strong business acumen, corporate finance knowledge, and excellent communication skills.
Responsibilities:
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Act as the primary liaison between FP&A and the Investor & Investment Solutions / Product division
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In partnership with the business, review operating expense results, identify variance explanations & resulting action items, and lead the forecasting & budgeting planning processes
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Drive and review financial related models to ensure they are both accurate and periodically updated to reflect business dynamics
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Play a key role in the development of the Trading driver-based, volume forecasting models to effectively support resource planning needs
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Effectively interact with all levels of Product and Finance leadership, including the CFO and IIS executive
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Drive continuous improvement in all financial related processes, leveraging technology and staff resources
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Oversee the delivery of accurate, compelling, and effective financial presentations
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Coach and develop team members on technical and general business skills
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
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BA/BS in Finance, Economics, or a related discipline
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10-12 years’ experience working in progressively dynamic roles within Finance, FP&A, or Strategy
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4 + years of management experience
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Financial Services industry experience
Core Competencies:
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Excellent communication (verbal & written), problem solving, and analytical skills
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Detail oriented with insight to determine applicability of big picture analysis
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Reliable self-starter, with a collaborative mindset and ability to build strong relationships across the organization
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Strong financial and business acumen with the ability to take complex factors and create relevant, concise summaries to support finance and business unit decisions
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Experience managing and motivating a team
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Flexible and adaptable to change; ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
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Client centric and commitment to identifying opportunities to continually improve the underlying processes & resulting output
Preferences:
Pay Range:
$123,800-$185,700/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? !
We take social responsibility seriously.
Want to see info on our benefits?
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 (800) 877-7210.
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