About this role
An Assistant Vice President within FP&A at LPL Financial serves as a strategic finance leader focused on the firm’s affiliation models and partnering with senior leaders across Finance, Corporate Development, Strategy, and Business Units. The role supports high-level decision making through financial insight, modeling, and reporting that inform executive and board discussions.
Required Skills
- Financial Modeling
- Forecasting
- Budgeting
- Variance Analysis
- Profitability Modeling
- P&L Management
- Stakeholder Management
- Communication
- Leadership
- Data Analysis
Qualifications
- Bachelor's Degree (Finance/Business/Economics)
- MBA
- CPA
- CFA
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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