LPL Financial · 12 hours ago
Vice President, Finance FP&A - Technology
Fort Mill, SC
Full-time
Onsite
Senior Level, Lead/Staff
$128K/yr - $214K/yr
12+ years expLPL Financial is a leading independent broker-dealer that empowers professionals to shape their success while helping clients pursue their financial goals. The Vice President, Finance will support the Technology division by managing financial operations and providing analyses and reporting to help executives make informed decisions. This role involves driving cost optimization, implementing governance mechanisms, and fostering collaboration across teams.
FinanceFinancial Services
Responsibilities
Drive cost optimization initiatives across software, cloud, infrastructure, and vendor spend through enhanced financial visibility, utilization insights, and improved contract economics
Lead the technology business management / IT finance management dialogue across infrastructure towers, ensuring business leaders understand cost drivers and opportunities for efficiency
Implement scalable cost governance mechanisms that empower Technology leaders while maintaining firm-wide financial controls
Act as the primary liaison for FP&A to the Technology divisions; develop strong relationships with senior business leaders
Promote a culture of continuous improvement, innovation, and cross-functional collaboration
Provide actionable financial insights to guide resource planning, vendor decisions, and investment tradeoffs
Lead monthly business reviews with Technology leadership to communicate financial performance, variance drivers, and operational risks/opportunities in the project space
In partnership with business areas, review operating expense results, identify key variance explanations, and drive associated action items to maintain financial discipline
Drive the enhancement of financial related models to ensure they are both accurate and periodically updated to reflect changing business dynamics
Effectively interact and communicate with all levels of business leadership, including the EVPs, VPs, and other leaders within Technology
Build a high performing team; coach and develop team members on finance, technical, and general business skills
Oversee the delivery of accurate and effective executive-level financial presentations
Qualification
Required
BA / BS in Finance, Economics, or a related discipline
Minimum of 12 years' experience working in progressively dynamic roles within Finance, FP&A, or Strategy
Minimum of 5 years of management experience
Financial Services industry experience
Technology Finance Partner experience
Total Cost of Ownership or Technology Business Management experience
Excellent communication (verbal & written), problem solving, and analytical skills
Detail oriented with insight to determine applicability of big picture analysis
Reliable self-starter, with a collaborative mindset and ability to build strong relationships across the organization
Strong financial and business acumen with the ability to take complex factors and create relevant, concise summaries to support finance and business unit decisions
Experience managing software and hardware spend for a complex Technology department
Flexible and adaptable to change; ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
Client centric and commitment to identifying opportunities to continually improve the underlying processes & resulting output
Preferred
Wealth Management related industry experience
Master's Degree, CPA, or CFA
Technology Financial Support experience
ITFM certification
TBM certification
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase