Business Analyst Business Analyst …

LPL Financial
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
LPL Financial
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Business Analyst
Senior Analyst, Business Management San Diego/en-US/External/job/San-Diego/Sr-Analyst--Business-Mgmt_R-008347/apply

LPL Financial is currently seeking an experienced Data Analyst with excellent communication skills. The candidate must have experience at reviewing massive amounts of data, finding patterns, insights, and anomalies and communicating those findings in concise, clear and easy to understand formats that the STO Leadership team can use to form action plans. You will assist in the development of recommendations by synthesizing data from multiple sources, developing reports where needed to drive business insights and strategy development. In this position, you will be strategic with the team to create solutions with a focus on automation, scalability and action-oriented intelligence. Our ideal candidate has the strong communications skills required to succeed as part of a dynamic cross-functional team.

Essential Duties and Responsibilities

  • Analyze data Call Center metrics and operational data including
  • Possess the ability to work with business owners to gather detailed requirements to build tools which enable lines of business to run more efficiently using data to tell the story and measure impacts.
  • Create new and improve existing analytics approaches to solve questions in a creative way
  • Deliver key insights with interpretation and recommendation, contributes to the development of hypotheses and actions and presents them to management team
  • Point out patterns, divergence from patterns; identify opportunity and risk based on data set.
  • Work with all levels of management with the appropriate level of detail to solve problems
  • Leverage data visualization to assist in telling the story for various areas of the business.
  • Mine and analyze internal data sets to help stakeholders develop action plans and / or draw conclusions.
  • Support peers and stakeholders as a Subject Matter Expert (SME) through analysis of results.
  • Improve current processes or find efficiencies by applying industry best practices as an experienced Business Analyst.
  • Create and manage reports & dashboards in reporting systems including Tableau and other BI tools using complex query logic to merge multiple sets of segregated data
  • Identify and champion innovative technologies for improved analytics and reporting.
  • Work with the Technology team to develop a data infrastructure that enables the team to answer business questions
  • Proactively seek out problems within the business using robust data and propose solutions based in logic, using data as a foundation.
  • Desire to work in a role which combines equal parts getting down into the weeds of data, and acting as a project and relationship manager with our business partners.
  • Desire to help manage a team of highly intelligent analysts to execute on the teams strategy and vision.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Proficiency with tools such as SQL Server, Tableau, Python
  • Highly proficient with MS Excel, including pivot tables and complex logic-based T-SQL and ANSI-SQL formulas as well as Python scripts for automation.
  • Ability to create effective PowerPoint decks to share findings with senior leaders.
  • Experience in a fast moving, entrepreneurial environment.
  • Driven individual, always seeking to improve and grow a plus.
  • Handle pressure well; you will be working with the senior team on advancing initiatives based on data and analysis you provide.

Required Skills and Abilities

  • Experience with using Tableau to aggregate and analyze data collected from various sources
  • Experience with the Microsoft program suite
  • Experience using T-SQL and ANSI-SQL Snytax
  • Experience using Python for automation and data analyses
  • Trusted to work independently with stakeholders at all levels
  • Ability to communicate information to senior executives for decision making purposes
  • Ability to execute projects and tasks with minimal guidance and supervision
  • Excellent oral and written communication skills
  • Excellent data gathering, analytical and problem-solving skills

Preferred Experience:

  • Business Analysis: 3 years
  • Tableau: 3 years
  • Data Analysis: 3 years


  • Bachelor's degree required
  • Preferred major in Computer Science, Finance, Statistics, MIS

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nations largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 4,200 employees with primary offices in Boston, Charlotte, and San Diego.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.

Join the LPL team and help us make a difference by turning lifes 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 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 applicants bank or credit card. Should you have any questions regarding the application process, please contact LPLs Human Resources Solutions Center at (800) 877-7210.

Posted TodayFull timeR-008347

As the nations leading independent broker-dealer*, we offer an

integrated platform of proprietary technology, brokerage, and

investment advisor services to more than 14,000 financial

advisors and approximately 700 financial institutions, enabling

them to help their clients turn life's aspirations into financial

realities. We also support more than 4,000 other financial

advisors with customized clearing solutions, advisory

platforms, and technology.

Weve told you what we do for our customers, but what can we

do for you? 

Well provide you with a work environment that encourages your

creativity and growth, a leadership team thats supportive and

responsive, and the opportunity to create a career that has no

limits, only amazing potential.

*As reported by Financial Planning magazine, June 1996-2017,

based on total revenue.