Financial Accountant providing commercial support and ensuring financial governance in Australia. Collaborating within a legal environment and assisting in statutory compliance activities.
About the role
- Join LPL Financial as an Analyst in CFO Solutions, focusing on financial insights and analytics for affiliated financial advisors. Collaborate with CFOs and improve financial models and reporting processes.
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
- 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
- Coordinate with newly subscribed advisors to onboard them quickly effectively, ensuring all steps in the process have been completed
- Utilize Tableau to provide regular and custom reporting to advisors
- 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
Requirements
- 2-3 years of experience in a financial analyst role in any industry, OR 2-3 years in an advisor-facing or client-facing role within the wealth management industry
- Bachelor’s degree in business, finance, economics, or related field (exceptions for other degrees + strong related experience)
- 2+ years' experience creating models with 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
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
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