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.
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Hybrid Financial Modeller, Workday Adaptive Planning Manager
Posted 3 months ago
About the role
- Financial Modeller providing modeling support and Workday Adaptive Planning management in a growing fintech environment. Collaborating with cross-functional teams for financial insights and analysis.
Responsibilities
- Develop, implement, and maintain robust financial models in both WAP and other modelling tools to support financial and management reporting, business planning and forecasting.
- Lead enhancements and administration of WAP, including user training and support.
- Ensure effective operation, database integrity and accuracy through proactive control monitoring and system maintenance.
- Own the delivery of WAP technical solutions including documentation
- Support integration between WAP, and other systems where required
- Identify and implement AI-driven opportunities to improve modelling and business processes.
- Analyse financial performance and collaborate with cross-functional teams to deliver insights for new and existing business opportunities.
- Prepare board reports, investor presentations, and ad hoc analysis for executive leadership.
- Contribute to team initiatives and foster a culture of innovation and excellence.
Requirements
- Proven experience as a financial modeller in a fintech or banking efficiently designing, configuring and implementing models and reporting structures
- WorkDay Adaptive Planning certificate (preferred)
- WorkDay Adaptive Planning experience or other related tooling (essential)
- Experience with API integration, business intelligence tools and scripting for automation (preferred)
- Strong understanding of Financial accounting and financial concepts with ability to translate them into models. (Ideally certified/qualified accountant)
- Use of AI to improve automation and develop better solutions professionally
- Proven experience in owning technology solutions including documentation, control environment, user training, user support resolving data and performance issues.
- Able to work independently, prioritise tasks, deliver under pressure and to tight deadlines
- Willingness to work proactively through ambiguous requirements to improve processes and procedures with examples of outperforming and enhancing outside the original scope
- Degree or relevant qualification in Finance, Economics, Accounting, or a related field.
Benefits
- 42% of our senior management roles are held by women
- Our enhanced family leave policies
- Launching our partnership with Code First Girls
- Increasing awareness of neurodiversity in the workplace through our partnership with the Inclusive Group
Job title
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Degree requirement
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