Analyst, CFO Solutions
LPL Financial(1 month ago)
About this role
Analyst role on the Insights & Analytics Team within LPL Financial’s CFO Solutions organization, supporting affiliated financial advisors through financial insights and analytics. The position partners with advisor-facing CFOs to help advisors understand business performance, financial metrics, and valuation drivers to inform strategic decisions and growth.
Required Skills
- Financial Modeling
- Microsoft Excel
- Tableau
- Data Visualization
- Reporting
- Communication
- Client Management
- Analytical Thinking
Qualifications
- Bachelor's Degree in Business, Finance, Economics or Related Field
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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