Strategic Financial Analyst — CFO Advisory for Growth

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

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.