Senior Manager FP&A managing product - level financial planning and analysis in healthcare at McKesson. Leading a team to drive profitable growth for Specialty products while collaborating cross - functionally.
About the role
- Join LPL Financial as an Analyst in CFO Solutions, focusing on financial insights and analytics for affiliated financial advisors. Collaborate with CFOs and improve financial models and reporting processes.
Responsibilities
- Analyze advisor business practices to help them better understand strengths and opportunities for their firms as well as metrics on profitability, cash flow, efficiency, and valuation
- Prepare standard deliverables in Excel and determine significant insights to be relayed to advisors
- Present analyses to internal team members and subscribing advisors
- Partner with CFOs and consult with them on opportunities to add value for their paired advisors
- Coordinate with newly subscribed advisors to onboard them quickly effectively, ensuring all steps in the process have been completed
- Utilize Tableau to provide regular and custom reporting to advisors
- Improve existing financial models and build new models when opportunities are identified
- Assist with CFO and IAT team projects to improve quality for advisors and efficiency for the team
Requirements
- 2-3 years of experience in a financial analyst role in any industry, OR 2-3 years in an advisor-facing or client-facing role within the wealth management industry
- Bachelor’s degree in business, finance, economics, or related field (exceptions for other degrees + strong related experience)
- 2+ years' experience creating models with Microsoft Excel
- Ability to work independently and balance multiple competing priorities at once
- Analytical, problem-solving mindset with precise attention to detail
- Strong verbal and written communication skills
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Financial Advisor advising clients on investment and insurance strategies at PNC Wealth Management. Responsible for expanding and maintaining client relationships within the Noblesville, IN, branch.
Financial Advisor assisting clients with investment and insurance strategies within PNC Wealth Management. Collaborating with branch teams and developing personalized financial plans.
Financial Advisor managing clients' investment and insurance strategies at PNC Wealth Management. Consults on financial plans and retains an investment book of business in a bank branch.
Senior Financial Analyst managing financial reporting and performance analysis at Aviva Canada. Supporting development of KPIs and financial models for strategic decision - making.
Manager of Financial Planning and Analysis at BlackHawk Industrial, supporting financial reporting and analysis with a strong team management focus.
Patient Financial Coordinator in IVIRMA's Revenue Cycle department handling patient financial accounts. Conducting consultations, documenting benefits, and responding to billing inquiries in a healthcare setting.
Financial Analyst supporting Ochsner Health with monthly financial analysis and reporting. Involved in budget process and strategic project support within healthcare.
Financial Analyst supporting financial planning and reporting for a fast - growing organization experiencing both organic growth and M&A activity. Collaborating with Accounting, FP&A, and business leaders to improve financial processes.
Sales Manager responsible for managing commercial solutions and services in finance and EPM sectors. Developing strategic commercial approaches and managing client portfolios across finance and IT departments.