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Senior Analyst, Finance Strategic Support at LPL Financial | JobVerse
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Senior Analyst, Finance Strategic Support
LPL Financial
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Senior Analyst, Finance Strategic Support
New York, United States of America
Full Time
7 hours ago
$80,752 - $134,518 USD
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Key skills
Leadership
OKRs
Communication
About this role
Role Overview
Serve as connection point across CFO’s leadership team and key external partnerships
Coordinate and drive execution of cross-functional strategic initiatives
Lead ad-hoc projects related to CFO priorities
Prepare and consult on executive-level reports and presentations for the CFO, Board of Directors, and Management Committee
Partner with Finance leadership to deliver, monitor and communicate progress against goals/OKRs
Drive employee interaction and engagement efforts, including employee communications and finance-wide talent management actions
Requirements
A minimum of 4 years’ relevant experience as a chief of staff, project manager, or similar
BA/BS degree in Finance, Accounting, or related field
Experience creating executive presentations and materials
Strong strategic and financial acumen
Expert user of Microsoft PowerPoint and Excel
Detail oriented and able to see the bigger picture
Strong written and verbal communication skills with the ability to interact effectively with upper-level executives
Proven ability to synthesize complex concepts into concise executive-level presentations
Ability to manage multiple tasks concurrently with minimal supervision
Benefits
401K matching
health benefits
employee stock options
paid time off
volunteer time off
Apply Now
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