LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

The Sr. Analyst, Business Systems for Enterprise Planning is responsible for the EPMO Reporting service offering. This role assists in execution activities needed to develop dashboards and reporting practices that create transparency into capacity, quality, and delivery tracking. The Sr. Analyst, Business Systems helps with metrics and reporting for the Enterprise Portfolio Management Office (EPMO).

Responsibilities:

• Advanced reporting/analytical skills for building Excel-like Pivot tables, charts & graphs, and dashboards
• Build cross-functional relationships to drive delivery of valuable business solutions for internal stakeholders
• Educating others on best practices and internal processes for tool usage
• Communicate Agile approach best practices for product development work
• Requirement gathering for improved business process
• Agile tool administration including security controls, tool integrations, and user management
• Creating, collecting, maintaining and retrieving data into required reporting formats utilizing agile tools such as Aha!, Confluence, Jira, Smartsheet and others.

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.

Requirements:

• 3+ years of experience working with Microsoft Office Excel and PowerPoint in performing analysis and communicating results, including Excel Pivot tables, charts & graphs, dashboards, etc.
• Exceptional fact-based problem-solving skills that enable efficient identification of issues, gathering data, performing data analysis, and effectively communicating results of the analysis and associated recommendations

Core Competencies:

• Strong communication skills – both oral and written – in communicating both details and summary information
• Outstanding teamwork

Preferences:

• Working knowledge of Agile methodology, APIs, Aha! Roadmaps, Smartsheet, and/or Jira preferred