The perfect candidate for this position has a mixture of robust enterprise acumen and technical information to develop and ship instruments and evaluation enabling knowledgeable and focused determination making to drive steady enchancment. The FP&A gaggle performs an instrumental position within the evaluation and reporting of LPL’s monetary info and partnering with the corporate’s enterprise models offering general monetary choice help. This staff is integrally concerned in strategic and common monetary evaluation, together with supporting progress initiatives, ahead development evaluation, infrastructure tasks and funding evaluations using value-profit and return on funding fashions. One other main duty of the group is to work with enterprise companions throughout LPL to assessment monetary outcomes on a month-to-month foundation, seize variance explanations and reforecast gadgets, and help the price range planning course of.
Lastly, this group is tasked with the reporting of monetary info in numerous types together with however not restricted to month-to-month government packages, board of director shows, price range summaries, and sales & asset reporting. Important Features: • Working intently with cross-useful enterprise companions to know and supply insights to month-to-month efficiency and forecasts • Getting ready shows and reporting to senior management on financials • Main the preparation of detailed budgets and forecasts by way of a 24 month rolling forecast course of • Monitoring divisional headcount modifications and offering perception into the ensuing monetary impression • Improvement of enterprise metrics and dashboards • Advert hoc evaluation, modeling, and extra obligations as required • Determine excessive-degree conceptual course of enhancements inside the present Hyperion purposes • Recognizing system inefficiencies and implementing efficient options Qualifications: • Efficient communication, presentation and writing expertise • In depth information of monetary reporting processes • MS Excel and PowerPoint professional • Expertise with enterprise methods and reporting instruments a particular plus (OBIEE, OFA, Hyperion or different Saas reporting instruments) • Element oriented with perception to find out applicability of massive image evaluation • Capacity to work comfortably with incomplete info and cope with ambiguity in a quick-paced setting • Capability to work inside a workforce, take the initiative and present robust consideration to element is crucial • Means to take initiative and create concise and choice supporting evaluation is important • Proactive drawback solver, anticipated to current issues and proposals concurrently • Constructive angle, dedication to excellence and integrity • Excessive degree of motivation and initiative • BA/BS diploma in Finance, Enterprise, or Economics (or a associated self-discipline) is required. • 5 years finance-related expertise, skilled providers expertise most popular Our Firm: LPL Financial, the nation’s largest unbiased dealer/supplier since 1996* and the fourth largest dealer/vendor general, serves as an enabling companion to greater than 14,000 unbiased monetary advisors and roughly 700 monetary establishments. Since its formation many years in the past, LPL has targeted on one main mission — enabling unbiased monetary advisors to convey goal and un-biased monetary recommendation to tens of millions of People.
Headquartered in Boston, San Diego, and Charlotte, and powered by greater than three,300 shopper-centric staff, LPL is financially robust and rising. Our Tradition: When you be a part of LPL, you’ll be a part of a tradition that believes in delivering a world-class shopper expertise and appears to all staff to contribute to that aim by sharing their creativity, expertise, and keenness for steady enchancment. As a vacation spot of selection, our prime priorities are progress and improvement, social duty, and monetary well being for our staff. We provide aggressive compensation and business main advantages, together with a wellness facility with onsite health courses, wholesome meal decisions, and a stroll-in clinic.
We help worker monetary well being via a 401okay match, ESPP, and worker reductions. Work/life stability is our basis and is supported by way of paid holidays, and paid time without work (together with time to volunteer). We foster a various work surroundings by means of Worker Useful resource Teams and numerous strategic partnerships. Be a part of the LPL workforce and assist us make a distinction by turning life’s aspirations into monetary realities.
Please login or create an account to use to this place. Principals solely. EOE * As reported by Financial Planning journal, June 1996-2016, based mostly on complete income.
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