Senior Surveillance Data Analyst – Risk Insights

LPL Financial; Charlotte (NC); Sur place; USD 78 000 - 130 000; Plein temps

Avantages offerts par ce poste

401K matching

Health benefits

Employee stock options

Paid time off

Résumé du poste

LPL Financial in Charlotte seeks a Senior Data Analyst to build, maintain, and enhance dashboards, metrics, and reporting that enable risk management and informed business decisions.

The role focuses on data accuracy, governance, and delivering actionable insights. Collaboration with the Surveillance Organization, strong SQL, Excel, and BI tool experience are required, with pluses for Python/Alteryx.

Qualifications

• Bachelor’s degree in a quantitative field or related area.
• 3–5 years of experience in data analytics and reporting.
• Proficiency in Microsoft Excel with formulas, lookups, pivot tables, and data analysis.
• Intermediate SQL and relational databases knowledge (JOINS, CTEs, sub-queries).

Responsabilités

• Develop and maintain dashboards and reports tracking Risk and Compliance metrics.
• Analyze data to identify trends and drivers in risk and oversight areas.
• Prepare reporting and insights for surveillance reviews and strategic updates.
• Ensure accuracy and integrity of data used in reporting and analytics.
• Partner with stakeholders to understand reporting needs.
• Respond to ad hoc data requests and perform analyses to support decisions.
• Identify opportunities to automate and streamline reporting processes.
• Document reporting methodologies, metric definitions, and data sources.
• Deliver insights to inform business strategy and growth initiatives.

Connaissances

Analytical Thinking

Business Acumen

Data Storytelling

Attention to Detail

Collaboration

Continuous Learning

Accountability

Adaptability

Formation

Bachelor’s degree in Business Analytics, Finance, Economics, Statistics, Mathematics, Data Science, Information Systems, or related field

Outils

Python

Alteryx

Smartsheet

Power BI

Tableau

Description du poste

LPL Financial in Charlotte seeks a Senior Data Analyst to build, maintain, and enhance dashboards, metrics, and reporting that enable risk management and informed business decisions.

The role focuses on data accuracy, governance, and delivering actionable insights. Collaboration with the Surveillance Organization, strong SQL, Excel, and BI tool experience are required, with pluses for Python/Alteryx.