LPL Financial · 2 weeks ago
Sr Analyst, CFO Solutions
Fort Mill/Charlotte
Full-time
Onsite
Mid, Senior Level
$85K/yr - $141K/yr
4+ years expLPL Financial is a leading wealth management firm seeking an analytical and personable self-starter to join its CFO Solutions organization via the Insights & Analytics Team. The role involves developing financial models, reporting, and providing actionable insights to support financial advisors in decision-making and business growth.
FinanceFinancial Services
Responsibilities
Analyze advisor business practices to help them better understand strengths and opportunities for their firms as well as metrics on profitability, cash flow, efficiency, and valuation
Prepare standard deliverables in Excel and determine significant insights to be relayed to advisors
Review standard deliverables prepared by junior analysts, working to develop their skillsets
Present analyses to internal team members and subscribing advisors
Partner with CFOs and consult with them on opportunities to add value for their paired advisors
Utilize Tableau to provide regular and custom reporting to advisors
Leverage industry knowledge to deliver tailored insights for advisor’s unique situations
Improve existing financial models and build new models when opportunities are identified
Assist with CFO and IAT team projects to improve quality for advisors and efficiency for the team
Qualification
Required
4-5 total years of experience with at least 2 years in a financial analyst role
Bachelor's degree in business, finance, economics, or related field (exceptions for other degrees + strong related experience)
2+ years' professional experience modeling in Microsoft Excel
Ability to work independently and balance multiple competing priorities at once
Analytical, problem-solving mindset with precise attention to detail
Strong verbal and written communication skills
Preferred
4-5 years of experience in a financial analyst role in the financial services industry
Experience working with financial advisors directly
Prior experience with Tableau, Alteryx, Power BI, or other querying or data visualization tools
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