Sr Analyst, CFO Solutions

Job Overview:

LPL Financial is seeking an analytical and personable self-starter with a financial background to join its CFO Solutions organization via the Insights & Analytics Team (IAT).

CFO Solutions is a fractional consulting service, which LPL offers to its affiliated financial advisors. This service helps subscribing advisors better understand their financial information and business metrics in order improve their strategic decision-making, revenue growth, and business valuations.

Insights & Analytics Team members develop standard and ad-hoc financial models, monthly reporting, and other insights in support of the advisor-facing CFOs. Analysts must effectively partner with CFOs and provide actionable and easily understandable insights based on financial analysis to effectively create value for subscribing advisors.

Responsibilities:

The analyst role is multifaceted and requires analytical ability and client relationship manag...