Sr Analyst, Finance Systems
Apply NowCompany: LPL Financial Holdings, Inc.
Location: Austin, TX 78745
Description:
This individual will support the Manager, Finance Systems and Sr Analyst, Business Systems in managing multiple Oracle EPM Cloud applications with system administration, customer support, process improvements, system upgrades, and system enhancement solutions for several business partners in Finance and Controllership. The Sr. Analyst will be responsible for monitoring the health of these Oracle EPM Cloud applications, providing top tier customer support to users and key stakeholders, and leading strategic initiatives to optimize the systems and associated processes.
Ideal Candidate: A professional with a customer focused attitude who has experience supporting one or more of the following Oracle EPM Cloud applications: Planning Budgeting and Cloud (PBC), Narrative Reporting, Freeform, or Enterprise Data Management (EDM) and enhancing backend core processes.
Essential Functions:
Qualifications:
Pay Range:
$87,400-$145,600/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?
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 (855) 575-6947.
EAC1.22.25
Ideal Candidate: A professional with a customer focused attitude who has experience supporting one or more of the following Oracle EPM Cloud applications: Planning Budgeting and Cloud (PBC), Narrative Reporting, Freeform, or Enterprise Data Management (EDM) and enhancing backend core processes.
Essential Functions:
- Maintain, enhance and support the Narrative Reporting and Freeform Oracle EPM Cloud application for all financial reporting purposes
- Provide production support for existing applications ensuring responsiveness to customer requests and quality of work
- Design, develop and evolve existing business partners modeling and structure to meet current and future needs.
- Analyze the effectiveness and efficiency of existing business processes and business requests, and recommend solutions using system standards and best practices
- Routinely review, test, and update application scripts, rules, partitions, variables, and other core system functionality
- Perform solution designing, requirements definition, functional design, testing and implementation of IT solutions
- Performance tuning, upgrading, testing, server maintenance, back-up planning, security administration and migration
- Work with business users to translate functional requests into technical solutions and to troubleshoot system issues
- Maintain application documentation including system runbooks, process narratives, process flows, and policies and procedures
- Build and maintain relationships within Finance, Technology, other business organizations, and with third party vendors
Qualifications:
- BA/BS degree in Computer Science, Information Technology, Computer Engineering, or related IT discipline is required
- Proven experience supporting various Oracle EPM Cloud applications, such as Planning Budgeting and Cloud (also known as EPBCS), Narrative Reporting, Freeform, or Enterprise Data Management is required.
- Minimum of 5 years of professional experience in implementing one or more Oracle EPM Cloud applications is required
- Demonstrated ability to manage multiple projects and activities
- Technical knowledge of scripting for writing custom consolidations, translation logic, business rules, EPM Automation, and Data Management
- Strong interpersonal skills and effective communication skills with the ability to interact effectively with all levels of management and staff
- A solid understanding of Accounting, FP&A, and Treasury functions and processes
- Understanding SOX controls and ensuring compliance over financial reporting
Pay Range:
$87,400-$145,600/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 (855) 575-6947.
EAC1.22.25