Analyst, Data Analytics

Own and Enhance Reporting

• Develop and maintain core reporting assets, including dashboards, scorecards, and performance metrics
• Partner with stakeholders to translate business needs into actionable reporting and insights

Deliver Data-Driven Insights

• Analyze data to identify trends, gaps, and opportunities across business development activities
• Present insights clearly to support decision-making at multiple levels of the organization

Manage and Optimize Data Sources

• Extract and validate data from systems such as Salesforce and internal platforms
• Ensure data accuracy, consistency, and appropriate usage across use cases (e.g., campaigns, performance tracking)

Drive Process Improvement & Automation

• Evaluate existing reporting and workflows to identify opportunities for efficiency gains
• Design and implement automated solutions to improve data collection, reporting, and scalability

Advance Analytical Capabilities

• Apply analytical techniques to solve business problems
• Contribute to the team’s evolving use of data, tools, and best practices

Please note: Additional responsibilities may be assigned as needed.

Are you curious, analytical, and driven to improve how work gets done? Join LPL Financial’s Business Strategy & Growth (S&G) team, where data and insights power decision-making at every level. As an Analyst, Data Analytics, you will play a key role in building and enhancing reporting, analytics, and tools that support business development and operational performance.

This role is ideal for someone who enjoys solving business problems with data and simplifying complex processes. You’ll build core capabilities in data analysis, reporting, and visualization while developing the ability to communicate insights clearly to a range of stakeholders. You’ll also collaborate cross-functionally, contribute to process improvements, and help make data more accessible and actionable across a dynamic, evolving business environment., 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 Business, Finance, Computer Science, Information Systems, or a related field

• 2+ years of experience in data analytics, business intelligence, or a related field, supporting sales, finance, or operations
• 2+ years of experience with Tableau (data visualization tool)
• 2+ years of experience with Alteryx (data preparation tool)
• 2+ years of experience in Excel / Microsoft 365 skills (e.g., pivot tables, lookups, data validation, formatting; PowerPoint for presentations; Outlook for communication and coordination)

Core Competencies:

• Strong analytical mindset with the ability to translate data into actionable insights
• Effective communicator who can present complex information clearly and concisely
• Highly organized with the ability to manage multiple priorities simultaneously
• Naturally curious with a focus on continuous improvement and innovation

Preferences:

• Experience working with relational databases (e.g., SQL, Snowflake) for data extraction and analysis is a plus
• Experience building workflows, dashboards, and automation solutions, as well as driving process improvement initiatives, is preferred

$35.85-$59.72/hour

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!

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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.