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LPL Financial Holdings Logo

Senior Analyst - Data Analytics

LPL Financial Holdings

$85,200 - $142,000
Sep 27, 2025
Fort Mill, SC, USA • Charlotte, NC, USA
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LPL Financial is looking for a Senior Analyst, Data Analytics to identify and develop robust analytic solutions to mitigate risk, and support all of Data Analytics and Reporting for Risk and Compliance

Requirements

  • Experience creating dashboards visualizations with Tableau
  • Proficient with SQL (analytic and scripting languages)
  • Proficient with Alteryx
  • Other visualization tools include; PowerBI
  • Other scripting language include; Python

Responsibilities

  • Develop & Deploy complex and continuous analytic solutions using descriptive and diagnostic analytics – with a future focus on predictive analytics
  • Business Understanding – Work with Business Units to understand and interpret the request into a User Story and Acceptance Criteria
  • Data Understanding – Identify appropriate data sources, perform data quality validations and highlight known limitations and assumptions
  • Data Preparation – Access, mine, join and extract data from one or multiple data sources in LPL’s data ecosystem
  • Story Telling – Leverage data visualization tools to communicate insights with the intent to drive action
  • Testing and Validation - Perform test case scenarios
  • Continuous Improvement – Provide insight into any challenges with current data sources, reports, and processes with an intent to improve efficiency

Other

  • Bachelor’s degree in Data Science, Computer Science, Economics, Finance, Engineering, Statistics, Mathematics, Physics, Actuarial Sciences, or other highly quantitative discipline, plus 4+ years of experience or Master’s Degree, plus 3+ years of experience
  • 4+ years of experience developing analytic solutions
  • Positive attitude with an appetite for learning, tenacious in overcoming obstacles as well as for seeking, embracing, and applying feedback
  • Demonstrated ability to identify problems, locate root cause, escalating with solutions in hand
  • Experience collaborating, consulting and building relationships with solution requestors (Business Units) and ultimately creating results for our advisors and their clients