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.
About the role
- Senior Finance Officer managing financial operations and compliance at Reveal Healthtech. Leading financial activities and supporting leadership in decision-making for growth.
Responsibilities
- Manage all core finance functions – accounting, budgeting, forecasting, financial reporting and cash flow management
- Manage compliance with statutory obligations, tax regulations and audit coordination.
- Implement robust internal controls and financial processes to scale operations effectively
- Partner with leadership to assess financial implications of business decisions and investments
- Lead and co-ordinate financial due diligence processes for mergers, acquisitions and partnerships
- Support negotiations and integration activities during M&A transactions, ensuring financial accuracy and risk mitigation
- Drive improvements in finance systems, analysis tools, and reporting dashboards to enhance decision-making
Requirements
- Bachelor’s or Master’s degree in Finance & Accounting
- Minimum 7 years of finance experience with significant exposure to software companies
- Strong financial modeling and analytical capabilities with attention to detail
- Hands-on experience with accounting software and ERP solutions
- Hands-on experience with Advanced Excel and Powerpoint
- Experience using data visualization and business intelligence tools like PowerBI or Tableau is a plus
- Excellent communication and interpersonal skills to effectively collaborate with internal and external stakeholders
- Ability to manage multiple priorities and work under pressure in fast-growing environment
Benefits
- Be part of a high-impact team shaping the future of our IP and product innovation strategy
- Work with cutting-edge technologies in a focused but flexible lab environment
- Help define how applied AI can solve real-world problems in complex, high-stakes domains
- Grow with a small, mission-aligned team with executive support and long-term vision
- Industry best compensation and benefits
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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