Financial Analyst, CFO Solutions

LPL Financial LLC; Fort Mill (SC); On-site; USD 61,000 - 102,000; Full time

Job summary

LPL Financial is seeking an analytical Finance Analyst to build complex models and provide strategic support to financial advisors and CFOs. You will develop forecasts, budgets, and cost-benefit analyses, turning data into actionable insights.

The role emphasizes collaboration, accuracy, and ownership in a fast-paced environment with opportunities to impact revenue, profitability, and business valuation.

Qualifications

• Bachelor's degree in business, finance, or related field required.
• 1-3+ years of finance services experience or equivalent as financial analyst.
• Experience with financial modeling, analysis, and proficiency in Excel.

Responsibilities

• Build complex financial models to support advisors' decisions.
• Analyze advisor practices to measure profitability and cash flow.
• Create KPIs and forecast financial trends.
• Provide ad-hoc analysis and strategic recommendations.

Skills

Financial modeling

Financial analysis

Excel

Communication

Education

Bachelor's degree in business/finance

Tools

Excel

Job description

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:LPL Financial is seeking talented and analytical candidates with a finance background. As an analyst, you will provide analytical and strategic support to advisors facing CFOs, build financial models, and create and explain business metrics. The analyst is also responsible for providing easy to understand and interpret forecasts, budgets, cost-benefit analysis, and accounting information.The CFO Solutions program at LPL acts as Chief Financial Officers for financial advisors and small business owners. The program helps advisors understand their financials and business metrics to make strategic decisions to grow revenue, profits, and increase their business valuation.Roles & Responsibilities:Build complex financial models to provide financial decision support for advisorsAnalyze advisor practices to help the business owners better understand their value, including profitability, cash flow, areas of opportunity, and the impacts of shifts in their businessAnalyze financial statements and advise on investment opportunitiesCreate key performance indicators and predict future financial trendsDevelop strategies that work to minimize financial riskAd-hoc analysis, financial modeling, and additional responsibilities as requiredWhat does your success look like in the first 90 days?Become a trusted partner for our financial advisors and team membersUnderstand our team processes and accurately create financial modelsWhat 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.Requirements:1-3+ years of finance services experience or equivalent experience as a financial analystBachelor's degree in business, finance, or related field is requiredExperience with financial modeling, analysis, and proficiency in ExcelCore Competencies:Strong communication and organizational skillsAbility to take ownership and work independentlyStrong relationship management skillsCuriosity with comfortability working in the greyPreferences:Experience directly supporting Financial AdvisorsPay Range:$61,079.00 - $101,764.00Actual 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 [phone].EAC 5.19.26