AVP, Finance FP&A – Technology

Job Overview:

Be part of the group’s success as we look for talented individuals to lead and work through evolutionary change within the finance organization. Under the guidance of the SVP of Finance, the finance team is motivated to elevate the way they support the business.  Through a consultative approach, the finance team partners with the business to give them the tools to make impactful decisions for the organization.  Be part of a team that is making a difference in the way LPL makes decisions. Join the Finance team at LPL Financial and be a part of a team that aspires to be a best-in-class business partner.

Reporting directly to the VP, Finance, the AVP, Finance role leads the financial planning and analysis function for various business units at LPL Financial. The AVP, Finance partners with the business on providing decision-making support to investments and resources, forecast analysis and effective budgeting and reporting through fact-based analysis of key metrics and thoughtful recommendations, and by providing objective financial analysis of projects and trends. Finance’s mission is to be a valued business partners to line and support teams and improve the profitability of our company.

The position will work to define and report on meaningful financial and operational metrics that support the business in its decisions. The individual will employ exceptional financial analysis skills to coach their team to build thoughtful and positive growth-centric recommendations and elevate what we are currently doing.

Responsibilities:

• Be the primary point person interfacing between the Finance organization and various business units within Technology.

• Oversee budgeting and monthly forecasting including recommendations for improved financial performance.

• Provide senior management with insights into expense drivers, risks and opportunities.

• Present variance analysis results to senior management and recommend actions to meet budget.

• Drive continuous improvement in all financial processes, leveraging technology and staffing resources.

• Prepare and review financial analysis such as new business opportunities, operating platforms, pricing alternatives for presentation to leadership of the various business units, CFO, and other members of the Management Committee.

• Audit and review of financial models to ensure they are both accurate and updated to reflect changing business needs.

What 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:

• Minimum 6 years of relevant experience within Corporate Finance and/or FP&A

• Experience with budgeting, forecasting, and variance analysis

• BA/BS degree in Finance, Accounting or Economics, MBA or CFA a plus

Core Competencies:

• Effective communication skills and the ability to interact effectively with all levels of management and operations

• Strong project management, organizational skills, and the ability to multi-task

• Strong quantitative skills along with the ability to take complex factors and create concise decision-supporting analyses

• Ability to balance a strategic thinking process with attention to detail

• Self-motivated and a solid team player ability to work effectively with other parts of Finance and develop a strong consultative relationship throughout the business

Preferences:

• Technology Finance experience preferred

 

Pay Range:

$99,807-$166,345/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!

 

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 LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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 (855) 575-6947.

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