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
- Senior Analyst responsible for analyzing complex data sets and providing actionable insights for strategic growth. Building dashboards and collaborating with leaders to drive business performance.
Responsibilities
- Analyze complex data sets, identify trends, and provide actionable insights that directly impact strategic decision-making and drive business growth
- Execute advanced analyses, improve reporting processes, and collaborate closely with senior leadership to address critical business challenges
- Build and maintain a connected ecosystem of dashboards and reports across platforms such as Tableau and Redash
- Collaborate with leaders to address business challenges, providing insightful analysis to help them understand the financial implications of their strategies and decisions
- Take ownership of preparing, tracking, monitoring and communicating key performance indicators (KPIs) on a regular, recurring cadence
- Design and implement financial models to support key strategic initiatives across various departments
- Establish, document, and maintain a 'Source of Truth' for company-wide metrics and drive consistency in metric definitions, data sources, and reporting methodologies
- Look for opportunities to improve data processes, enhance reporting efficiency, and increase the overall impact of analytical outputs
- Act as a mentor for junior analysts, helping them to refine their skills and grow within the role.
Requirements
- 3-5 years of experience in a Data, Business Intelligence, or Analytics role
- Bachelor's degree in Business, Finance, Economics, Statistics, Mathematics, Data Analytics, Computer Science, or a related field
- Advanced proficiency in data analysis tools such as Excel, SQL, and data visualization platforms (e.g., Tableau, Power BI)
- Familiarity with data modeling, cleaning, and transformation best practices
- Exposure to Python for data analysis, modeling & automation, analysis, and data pipeline optimization is preferred
- Understanding of statistical concepts and techniques, including regression analysis, hypothesis testing, and forecasting is a plus
- Strong understanding of business strategy, financial modeling, and operational metrics
- Exceptional written and verbal communication abilities, adept at presenting data insights to diverse audiences including executive leadership.
- Proven ability to influence business decisions by translating complex data into accessible and actionable information for both technical and non-technical stakeholders.
Benefits
- competitive salary package including equity and 401K
- multiple medical, dental, and vision plans to meet all of our employees' needs
- many benefits and perks that are not listed
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