Data Analyst, Financial Planning Analytics & Reporting

Fort Mill, SC

Full-time

Onsite

$32.58/hr - $54.27/hr

Entry Level

LPL Financial is a leading financial services firm seeking an analytical and detail-oriented Data Analyst to join their Financial Planning organization. The role involves building and enhancing business metrics, dashboards, and reporting to support strategic decision-making and performance management.

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Responsibilities

Develop and maintain dashboards and reports that track key business performance metrics
Analyze data to identify trends, opportunities, risks, and drivers of business results
Support the creation and monitoring of KPIs used to manage team performance and business outcomes
Prepare reporting and insights for leadership reviews, business updates, and strategic planning discussions
Ensure the accuracy, consistency, and integrity of data used in reporting and analytics
Partner with business stakeholders to understand reporting needs
Respond to ad hoc data requests and perform analyses to support decision-making
Identify opportunities to improve, automate, and streamline reporting processes
Document reporting methodologies, metric definitions, and data sources
Contribute to a data-driven culture by delivering insights that help inform business strategy and growth initiatives

Qualification

Required

Bachelor's degree in Business Analytics, Finance, Economics, Statistics, Mathematics, Data Science, Information Systems, or related field
1-3 years of experience in data analytics and reporting role
Proficiency in Microsoft Excel - including formulas, lookups, pivot tables, and data analysis techniques
Analytical Thinking: Uses data and critical thinking to identify trends, solve problems, and develop actionable recommendations
Business Acumen: Understands how performance metrics connect to business objectives, operational efficiency, and growth
Data Storytelling: Communicates insights effectively through reports, dashboards, presentations, and visualizations
Attention to Detail: Ensures accuracy, consistency, and reliability in data analysis and reporting
Collaboration: Builds strong relationships and works effectively across teams and functions
Continuous Learning: Actively seeks opportunities to improve skills, expand knowledge, and adopt new technologies
Accountability: Takes ownership of deliverables and consistently produces high-quality work
Adaptability: Thrives in a fast-paced environment and effectively manages changing priorities

Preferred

Familiarity with data analysis tools such as Python, R, or similar platforms is a plus
Basic knowledge of SQL and relational databases preferred
Experience using Smartsheet to manage data, create reports, track projects, and support business processes is a plus
Experience with business intelligence and data visualization tools such as Power BI and Tableau preferred