Finance Systems Analyst
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.
Job Overview:
The Finance Systems Analyst, reports to the Manager of Finance Systems, and is responsible for system administration tasks, supporting end users, and assisting with various enhancement initiatives in close partnership with team members and business stakeholders.
The ideal individual is a motivated problem solver with a healthy sense of curiosity, commitment, tenacity, and teamwork. Communication, analytical ability, and strategic thinking are key to this individual's success in the role.
Responsibilities:
• Perform recurring system admin duties to maintain Oracle Financials such as process monitoring, user administration, basic system troubleshooting
• Support month-end processes for business modules
• Manage standardized SQL reporting for Finance and Accounting stakeholders
• Create and maintain documentation including system runbooks, process narratives, process flows, and policies and procedures
• Leveraging existing systems used in Accounting/Finance to create efficiencies (Oracle, TrinTech- Cadency & ReconNet, Ariba, Concur etc.)
• Promote a culture of continuous improvement within a progressively evolving environment
• Manage and execute UAT for implementations with varying ranges of complexity
• Partner closely with our Technical/Developer team in support of various initiatives
• Build and maintain relationships within Finance, Technology, other business organizations, and with third party vendors
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
• BA/BS degree in CIS, CS, Finance, Accounting, Economics or related analytical field
• 2+ years of professional experience in Accounting, Finance, or Application support
Core Competencies:
• Background with ERP (specifically Oracle products)
• Experience in using SQL to identify errors within system or generate/modify standardized reports for Finance and Accounting stakeholders
• Good understanding of data flows within ERP tables with working experience in Oracle financials
• Demonstrated ability to manage multiple projects and activities
• Strong leadership and management skills, particularly in managing organizational change and process improvement
• Strong interpersonal skills and effective communication skills with the ability to interact effectively with all levels of management and staff
Preferences:
• Experience with Oracle EBS, Oracle Close and Consolidation, Oracle EDM, Oracle Account Recon, Oracle Planning and Budgeting Cloud Service (Hyperion), Spreadsheet Server, Alteryx, SQL
Pay Range:
$56,400-$94,000/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
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