SanDiegoRecruiter
the smart solution for San Diego jobs

AVP, Finance (Finance Manager)

Company: LPL Financial
Location: San Diego
Posted on: January 16, 2019

Job Description:

LPL Financial is seeking a strong applicant to join our team as a member of our Corporate Development department managing our Capital Solutions team. As the Assistant Vice President of Capital Solutions, you will lead deep and thoughtful analysis to help our executive management team make informed decisions as well as drive and maintain efficient day to day operations. The ideal candidate for this role has a combination of strong business acumen, technical knowledge to develop and deliver tools enabling informed decision making to drive continuous strategic growth. The Capital Solutions group plays an instrumental role in the analysis and reporting of LPL's financial information and collaborating with the company's business units providing overall financial and capital deployment support. This team is directly involved in strategic and general financial analysis, including, but not limited to, supporting growth initiatives through recruiting and potential M&A transactions as well as providing pricing and capital deployment analysis. This role will have direct exposure to top level management including C-Level executives. Essential Functions Working with VP to develop capital deployment strategy and maintain efficient processes Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure. Interfacing with business unit counterparts to address specific needs of advisors Monitoring the team's timely adherence to service level agreements through dashboards and reports, investigating and addressing instances where commitments are not being met Producing metrics to illustrate business unit's accuracy, efficiency, and timeliness Creating reporting and analysis to drive business decisions on capital deployment opportunities Handle escalations by both internal business partners and our Advisors Maintain and enhance internal controls, supporting Internal Audit and Compliance quarterly/annual controls testing Provide ongoing support, coaching, feedback and developmental opportunities to address staff needs in order to engage them and help them be more effective and successful. Ad-hoc analysis, financial modeling, and additional responsibilities as required Key Qualifications Effective communication, presentation and writing skills In depth knowledge of financial reporting processes MS Excel and PowerPoint expert Experience with enterprise systems and reporting tools is a plus (OBIEE, OFA, Hyperion or other SaaS reporting tools) Experience with CRM tools such as Salesforce is a plus Detail oriented with insight to determine applicability of big picture analysis Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment Ability to work within a team, take the initiative and show strong attention to detail is critical Ability to take initiative and create concise and decision supporting analysis is essential Proactive problem solver, expected to present problems and recommendations simultaneously Positive attitude, commitment to excellence and integrity High level of motivation and initiative Education BA/BS degree in Finance, Business, or Economics (or a related discipline) is required. 5 - 7 years corporate finance, investment banking, or corporate development experience preferred 1 - 2 years of management experience preferred About LPL Financial: LPL Financial is a leader in the retail financial advice market and the nation's largest independent broker/dealer. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego. Our Culture: If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships. Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

Keywords: LPL Financial, San Diego , AVP, Finance (Finance Manager), Executive , San Diego, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Director Sales Training, Pain Management Franchise
Description: The Director of Sales Training is a leadership role responsible for continually improving the performance of the commercial organization including sales and market access teams. This position will collaborate (more...)
Company: Heron Therapeutics
Location: San Diego
Posted on: 01/17/2019

Senior Director / Director, Clinical Information Services Business Partner
Description: The Sr. Director/Director, Information Services IS Clinical Business Partner serves as the strategic partner and trusted advisor to Global Clinical Leadership and their teams. Working with the Global (more...)
Company: GW Pharmaceuticals Plc
Location: Carlsbad
Posted on: 01/17/2019

Private Mortgage Banker, Assistant Vice President
Description: Responsible for originating conventional residential real estate loans for the Bank and growing the customer base for the private bank. Participate in related business development activities. Private (more...)
Company: MUFG
Location: Del Mar
Posted on: 01/17/2019


Credit Card Portfolio Lead, Director
Description: The Credit Card Portfolio Lead is responsible to manage the revenue of the credit card portfolio. The position will manage the overall strategic roadmap for the portfolio growth and development, as well (more...)
Company: MUFG
Location: San Diego
Posted on: 01/17/2019

Sr. Sales Director, Microscopy
Description: Job Description When you're part of the team at Thermo Fisher Scientific, you'll do important work, like helping customers in finding cures for cancer, protecting the environment or making sure our food (more...)
Company: Thermo Fisher Scientific
Location: Carlsbad
Posted on: 01/17/2019

Senior Director, Manufacturing Operations
Description: The Senior Director of Manufacturing Operations OIW reports to the Vice President of Manufacturing Operations and is responsible for strategy, planning and execution for the company's manufacturing (more...)
Company: Organogenesis
Location: La Jolla
Posted on: 01/17/2019

Education Program Manager
Description: As an Education Program Manager, you will lead all aspects of the onboarding and implementation process. You will go beyond basic problem solving in order to provide exceptional service and support to (more...)
Company: Edmentum
Location: San Diego
Posted on: 01/17/2019

Vice President and Global Head of Sales
Description: Ajinomoto, a leading food technologies and life sciences company, recently integrated its anchor Contract Manufacturing Organizations, Althea and OmniChem, into one unified enterprise, Ajinomoto Bio-Pharma (more...)
Company: Althea, CMO
Location: San Diego
Posted on: 01/17/2019

VP, Projects
Description: -- Directs project management services over assigned JLL client. --- Provide superior client service and employee management --- Contribute to the growth of the company --- Meet assigned financial targets (more...)
Company: Jones Lange LaSalle
Location: San Diego
Posted on: 01/17/2019

Vice President, Quality Assurance
Description: This is an exciting time to join Arena Pharmaceuticals, a clinical stage biotechnology pharmaceutical company with a robust portfolio of assets across multiple therapeutic areas. The Vice President of (more...)
Company: Arena Pharmaceuticals, Inc.
Location: San Diego
Posted on: 01/17/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Diego RSS job feeds