IT Enterprise Reporting - Senior Data Analyst

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.

Job Overview:

We are seeking a highly skilled and experienced Sr. Data Analyst and Reporting Specialist to join our dynamic IT Enterprise Reporting team. The ideal candidate will be responsible for transforming data into actionable insights, developing intuitive dashboards, and ensuring data integrity and reliability. This role requires a deep understanding of data analysis, reporting tools, and the ability to communicate findings effectively to stakeholders.

Responsibilities:

Data Analysis and Reporting:

• Analyze complex data sets to identify trends, patterns, and insights.
• Develop and maintain interactive dashboards and reports using tools such as Tableau, Power BI, Alteryx, ServiceNow, Dynatrace, and Kinetix.
• Ensure the accuracy and reliability of data presented in reports and dashboards.

Stakeholder Collaboration:

• Work closely with stakeholders to understand their data needs and provide actionable insights.
• Present findings and recommendations to senior management and other stakeholders in a clear and concise manner.

Process Optimization:

• Identify opportunities for process improvements and automation to enhance reporting efficiency.
• Implement best practices for data management and reporting processes.
• Develop and Maintain process and technical documentation.

Data Integrity and Quality:

• Ensure the highest standards of data integrity and quality.
• Conduct regular data audits and implement measures to address data quality issues.

Continuous Improvement:

• Foster a culture of continuous improvement within the team.
• Stay updated with the latest trends and technologies in data analysis and reporting.

What are we looking for?

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.

Requirements:

• Bachelor's degree in Data Science, Computer Science, Information Systems, or a related field. A Master's degree is a plus.
• Minimum of 5 years of experience in data analysis and reporting.
• Proficiency in IT infrastructure, data analytics, and business intelligence tools including Power BI, Tableau, Alteryx, ServiceNow, Dynatrace, and Kinetix.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Experience with SQL and other data querying languages.
• Knowledge of data warehousing concepts and ETL processes.
• Ability to work independently and as part of a team.

Core Competencies:

• Ability to prioritize and work efficiently in a fast-paced, busy department. This person will Interact with peers, senior managers, and other staff in their department
• Excellent oral and written communication skills
• Must be proactive in meeting and exceeding the needs of the leader and handling confidential information
• Ability to meet deadlines and multi-task in a fast-paced environment

Preferences

• Experience with dashboard and monitoring tool views design.
• Knowledge of machine learning and predictive analytics.
• ITIL Foundations knowledge

#LI-Hybrid

Pay Range:
$86,300-$143,800/year
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!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .

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