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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Analyst, Data Analytics - **Company:** LPL Financial - **Location:** San Diego, CA, United States (Remote available) - **Experience:** Experienced - **Salary:** $74,568.0 - $124,218.0 - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Microsoft Windows, Data Analysis, Microsoft Outlook, Information Systems, Data Validation, Data Cleansing, Data Visualization, Relational Databases, Pivot Tables, Microsoft PowerPoint, Salesforce.Com, SQL Databases, Tableau (Software), Snowflake, Information Technology, Data Analytics, Alteryx - **Published:** June 4, 2026 - **Apply:** https://lplfinancial.wd1.myworkdayjobs.com/External/job/San-Diego/Analyst--Data-Analytics_R-050817 ## About the Role 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 ## Description 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. ## Related Videos - [Beyond Dashboards: Fixing Text-to-SQL with Semantic RAG](https://www.wearedevelopers.com/videos/2036-beyond-dashboards-fixing-text-to-sql-with-semantic-rag) - [Empowering Retail Through Applied Machine Learning](https://www.wearedevelopers.com/videos/976-empowering-retail-through-applied-machine-learning) - [How Cisco embraced a DevOps culture within its network engineering team](https://www.wearedevelopers.com/videos/99-how-cisco-embraced-a-devops-culture-within-its-network-engineering-team) - [Data Science in Retail](https://www.wearedevelopers.com/videos/586-data-science-in-retail) - [Scaling Talent from Within: How Upskilling Fuels Growth](https://www.wearedevelopers.com/videos/1379-scaling-talent-from-within-how-upskilling-fuels-growth) - [Hacking AI at the Edge of the Indian Ocean](https://www.wearedevelopers.com/videos/100177-hacking-ai-at-the-edge-of-the-indian-ocean) ## Related Articles - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Making Data Warehouses Fast: A Developer’s Story](https://www.wearedevelopers.com/magazine/107-making-data-warehouses-fast-a-developer-s-story) - [Data Analyst Salary in Switzerland](https://www.wearedevelopers.com/magazine/276-data-analyst-salary-in-switzerland) - [Data Analyst Salary Germany](https://www.wearedevelopers.com/magazine/277-data-analyst-salary-germany) - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [Highest Paying Tech Companies for Developers](https://www.wearedevelopers.com/magazine/220-highest-paying-tech-companies-for-developers)