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Sr. Analyst - Sales Analytics

Company: LPL Financial
Location: San Diego
Posted on: November 23, 2020

Job Description:

The Sr. Analyst within the LPL Business Solutions (LBS) Sales Analytics and Enablement team will support senior members of the organization and work directly with business unit representatives from across the firm on various reporting initiatives to improve new sales, client retention and profitability across the LBS organization. The LBS Sales Analytics and Enablement team acts as a centralization point for work that supports tasks/initiatives that affect multiple LBS business solution offering within the organization.

The Sr. Analyst will manage assignments that are varied and complex and require logical and analytical reasoning skills combined with seasoned judgment, creativity, and ingenuity. You must enjoy working with large volumes of data, can think independently, creatively problem-solve, connect various thoughts in a clear and concise manner, and deliver relevant insights and recommendations.

Duties/Responsibilities:

* Financial Reporting Creation and Analysis - provide senior management guidance on sales, profitability, and financial trends within the marketplace through the creation and analysis of management and financial reporting

* Gather information from disparate and numerous sources and systems, develop and maintain spreadsheets, and communicate findings in a clear and concise manner

* P&L Budgeting and Forecasting - leverage subject matter expertise for both financial and non-financial metrics as assigned

* Conduct ad-hoc analyses as appropriate to support priority business projects; respond in a timely manner to ad hoc questions from executives

* Partner across teams to identify data sources and develop processes to efficiently access data for analysis purposes

Qualifications:

* Bachelor s degree in Business, Economics, Finance or a related discipline is required; MBA preferred

* 3-5 years of relevant work experience in business analytics or financial analytics required

* Financial Services industry experience with an understanding of the investment space is preferred

* Ability to manage and sort large volumes of data, creatively problem-solve, and connect various thoughts in a clear and concise manner to deliver relevant business insights

* Advanced experience in Excel (including macros) and relational databases, e.g. SQL Server, Tableau, SmartSheet, Access etc.

* Prior project management experience and an ability to contribute to and/or manage multiple projects at once in a fast-paced environment

* Ability to work within a team, take initiative, and interact effectively with business partners leveraging strong interpersonal and written communication skills, including an ability to discern relevant information and highlight for an executive audience

WHY LPL*

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are ONE TEAM ON ONE MISSION. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it s like to work at LPL* Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits* Learn more here

Join the LPL team and help us make a difference by turning life s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

INFORMATION ON INTERVIEWS:

LPL will only communicate with a job applicant directly from an @LPL.COM email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant s bank or credit card. Should you have any questions regarding the application process, please contact LPL s Human Resources Solutions Center at (800) 877-7210.

Keywords: LPL Financial, San Diego , Sr. Analyst - Sales Analytics, Professions , San Diego, California

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