Financial Management Co - op in a supportive role for financial professionals, embracing a flexible work culture. Focused on customized financial solutions and personal development alongside teamwork.
About the role
- Senior Financial Analyst driving revenue forecasts and insights for LPL Financial. Enhancing financial modeling and delivering executive-level reporting in a dynamic environment.
Responsibilities
- Own and enhance enterprise revenue forecasting models across multiple revenue streams
- Translate market movements, advisor behavior, and business trends into actionable financial insights
- Support executive-level reporting and deliver clear narratives around revenue drivers, risks, and opportunities
- Partner cross-functionally with business leaders, Strategy, Treasury, and Investor Relations to connect operating performance to long-term value creation
- Develop scenario analysis and stress testing to inform capital allocation and strategic decision-making
Requirements
- Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline)
- 3+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics
- Excellent attention to detail
- Self-starters who are dependable, can work independently, and run with asks that come with little initial direction
- Focus on continuous improvement in all financial related processes
- Flexible and adaptable to change; ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
- CFA, MBA, or CPA preferred
- Background in Wealth Management or Financial Services, with expertise in FP&A and related disciplines such as Treasury / Capital Management, and Investment Banking / M&A
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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