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AVP, Finance

LPL Financial

LPL Financial

Accounting & Finance
San Diego, CA, USA
Posted on Friday, September 15, 2023

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! Excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

LPL Financial is seeking a strong candidate to join our Financial Planning & Analysis (FP&A) team. Under the guidance of the VP of Corporate FP&A and the head of FP&A, the team provides critical analytical support to executive leaders through financial analysis and visually compelling financial reporting.

The FP&A group plays an instrumental role in the analysis and reporting of LPL’s financial information. This team is tasked with the reporting of financial information in various forms including but not limited to the company’s quarterly earnings release, executive packages, Board of Director presentations, and monthly financial results with variance commentary.

Reporting directly to the VP of Corporate FP&A, the AVP role will be responsible for leading the process of preparing Board of Director presentations throughout the year and will have direct interaction with the C-suite executive leadership team.


  • Coordinate and own the overall process for preparing Board of Director presentations which includes transparent reporting of results, forecasts, and budget updates, highlighting significant assumptions as well as risks and opportunities

  • As project manager for FP&A team, this role will develop and communicate detailed timeline of deliverables to ensure important deadlines are met, coordinate with FP&A team members as well as cross-functionally to understand and provide insights to financial performance and forecasts, ensure accuracy of information, incorporate C-suite feedback, and provide clear communication to senior management through status updates

  • Prepare and deliver compelling, accurate, and visually effective financial presentations to executive management

  • Analyze data from various sources to compile comprehensive pictures of the overall business

  • Distill conclusions from financial analysis and results into succinct reporting with visuals and commentary appropriate for executive management

  • Drive continuous improvement in financial processes, leveraging technology and staffing resources

  • Ad hoc analysis and additional responsibilities

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement


  • Bachelor’s degree required in Finance or Accounting; MBA or CFA a plus

  • 5 years of relevant experience

Core Competencies:

  • Strong proficiency in MS Excel and PowerPoint

  • Project management and organizational skills as well as demonstrated ability to manage and prioritize across multiple projects and adapt in real-time

  • Detail-oriented with insight to determine applicability of big picture analysis and strategic thinking is critical

  • Strong work ethic with commitment to excellence and integrity

  • Strong quantitative skills along with the ability to take complex financial results and create concise financial reporting within PowerPoint presentations

  • Effective communication, presentation, and writing skills and the ability to interact with various levels of management, including C-suite team

  • Self-motivated and a solid team player ability to work effectively with other parts of Finance and develop a strong consultative relationship throughout the department


  • Experience in FP&A, Investor Relations or financial services firm

Pay Range:


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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? 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 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 (800) 877-7210.