AVP, FP&A

Overview

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.

FP&A is one of LPL’s most visible departments, serving as the bridge between the firm’s strategy and execution. The FP&A team serves as strategic business partners focused on providing actionable insights and recommendations that help business and finance executives make informed decisions and improve profitability. 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.

As an Assistant Vice President
, you’ll lead a high-impact team focused on analyzing and optimizing our affiliation models which is a top priority for the firm. This is a unique opportunity to showcase your financial modeling expertise while collaborating with senior leaders across Finance, Corporate Development, Strategy, and our Business Units. In this role, you’ll shape strategies that drive growth and profitability, while delivering accurate models, insightful analyses, robust forecasts and management reporting that plays a critical role in shaping strategic decisions and guiding discussions in executive leadership and board presentations.

We’re looking for a dynamic, influential leader with exceptional business acumen, deep corporate finance expertise, and strong communication skills to help shape the future of our organization.

Strategic Business Partner

• Serve as the primary finance leader and partner for key business executives
• Utilize data to tell a story and drive insights while making business recommendations
• Think creatively and be solution focused when collaborating with business leadership and Finance colleagues
• In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance

Forecasting and Analytics

• Build and maintain driver‑based financial models (including expense plans) that reflect evolving business dynamics and support resource allocation
• Lead forecasting, P&L management, & budget planning processes
• Identify efficiency opportunities and implement effective solutions
• Develop or enhance profitability models for existing and new lines of business, as needed
• Deliver on ad hoc analysis, modeling, and additional responsibilities as required

Team Leadership

• Utilize data to communicate and present financial insights effectively across audiences, including executive‑level forums, to support business decisions
• Build a high‑performing team through coaching and development across finance, technical, and general business skills

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.

• Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline)
• 5+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics

• Excellent attention to detail
• Self-starters who are dependable, can work independently, and run with asks that come with little initial direction
• Focus on continuous improvement in all financial related processes
• Flexible and adaptable to change; ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment

• MBA, CPA, CFA
• Background in Wealth Management or Financial Services, with expertise in FP&A and related disciplines such as…