Senior Data Analyst

LPL Financial

LPL Financial stands out as a top independent broker-dealer, driven by the belief that advisors deserve the freedom to choose their business model. Supporting over 22,000 financial advisors nationwide, the company is committed to providing innovative technology and services that empower advisors to deliver personalized guidance to clients. As part of this mission, the Senior Data Analyst will join a forward-thinking team dedicated to revolutionizing the organization's processes.

In this role you can expect to have the responsibilities:

• Perform data analysis using tools like Tableau, Python, and Excel.
• Present complex data insights in a simplified manner for non-technical audiences.
• Develop tools to enhance Internal Audit department efficiency.
• Collaborate with management and audit teams to support departmental activities.
• Timely and accurate completion of projects.
• Engage in continuous skill development through education and training.

This role comes with the following benefits:

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off

This role requires you to have:

• Proficiency in SQL for query development and automation.
• Basic understanding of programming concepts and workflow creation.
• Experience with Alteryx, Tableau, Python, and Microsoft Power Platform.
• Excellent communication and presentation skills.
• Minimum two years of data analytics experience.
• Undergraduate degree in IT, Statistics, Business, or related field.

You would benefit from having:

• Experience in internal or external auditing.
• Holding certifications such as CPA, CIA, CISA.
• General knowledge of financial services sector.

LPL Financial is dedicated to workplace equality, fostering a supportive environment that celebrates diverse perspectives. The company is committed to social responsibility, emphasizing community engagement.