LPL Financial · 2 hours ago
AVP, FP&A
San Diego
Full-time
Onsite
Mid, Senior Level
$100K/yr - $166K/yr
5+ years expLPL Financial is a leading wealth management firm in the U.S. seeking an Assistant Vice President for their FP&A team. The role involves leading a team to analyze and optimize financial models, collaborating with senior leaders, and providing insights that drive growth and profitability.
FinanceFinancial Services
Responsibilities
Serve as the primary finance leader and partner for key business executives
Utilize data to tell a story and drive insights while making business recommendations
Think creatively and be solution focused when collaborating with business leadership and Finance colleagues
In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance
Build and maintain driver‑based financial models (including expense plans) that reflect evolving business dynamics and support resource allocation
Lead forecasting, P&L management, & budget planning processes
Identify efficiency opportunities and implement effective solutions
Develop or enhance profitability models for existing and new lines of business, as needed
Deliver on ad hoc analysis, modeling, and additional responsibilities as required
Utilize data to communicate and present financial insights effectively across audiences, including executive‑level forums, to support business decisions
Build a high‑performing team through coaching and development across finance, technical, and general business skills
Qualification
Required
Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline)
5+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics
Excellent attention to detail
Self-starters who are dependable, can work independently, and run with asks that come with little initial direction
Focus on continuous improvement in all financial related processes
Flexible and adaptable to change; ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
Preferred
MBA, CPA, CFA
Background in Wealth Management or Financial Services, with expertise in FP&A and related disciplines such as Treasury / Capital Management, and Investment Banking / M&A
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
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