Senior Analyst role at LPL Financial supporting high - impact growth initiatives and collaborating with cross - functional teams. Analyzing data and reporting for effective decision - making.
About the role
- Portfolio Analyst managing client service programs in healthcare with financial data analysis and contract management. Fostering collaboration with various operational teams within a hybrid work environment.
Responsibilities
- Collaborates with Finance, Contracts Management, Service Operations, and Field Operations teams to support existing clients' service programs
- Reviews and adjusts contract structures
- Conducts research, analysis, and pricing of new services
- Creates client budgets and generates financial sales support materials
- Supports the management of customer contracts
- Interacts frequently with operational management to define, analyze and build the service program
- May present recommendations to clients
Requirements
- Minimum 2 years of experience in a professional client services role
- Experience in performing financial or data analysis and assessments
- Strong Microsoft Excel skills required; Access skills desired
- Ability to work both solo and in a collaborative team format
- Ability to create and manage a project plan and a project team
- High attention to detail with strong drive for accuracy
- Ability to prioritize work and balance multiple projects
- Ability to build, establish, and manage collaborative relationships
- Excellent problem solving and analytical thinking skills
- Strong written, verbal, and presentational communication skills
- Associates degree or equivalent required. Bachelor's degree preferred. Preference to Finance, Math, Business, Economics, or demonstrable analytical field.
Benefits
- Drug-Free Workplace
- Opportunities for growth
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