Associate Analyst, Cash Management

1 month ago

Tempe, Arizona, United States LPL Financial Full time

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you

LPL Financial (NASDAQ: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Associate Analyst is responsible for the inception and ongoing support of reserve calculations requirements related to Cash Management. This role leads and participates in large firm transformation projects, ad-hoc audits and process optimization efforts. Additionally, will assist with ad-hoc department data and reporting needs along with providing recommendations to leadership.

Responsibilities:

  • In collaboration with finance and control teams, create, compile and review operational policies and procedures for newly created regulatory requirements
  • Complete, compile and optimize Customer Reserve calculation daily
  • Developing, managing and leading a project plan across various groups
  • Analyzing and reviewing large amounts of data to ensure accuracy
  • Providing recommendations to leadership on potential policy and procedure enhancements based data and project findings

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

  • Bachelor's degree, preferably in Finance or related field
  • Minimum 2 years of experience in general brokerage industry knowledge
  • Proficiency in Microsoft Office products (Excel and Access)

Core Competencies:

  • Excellent verbal and written communication skills
  • Strong time management and organizational skills; ability to work under pressure and manage multiple priorities
  • Strong analytical skills
  • Self-starter who requires minimal management oversight for day-to-day work responsibilities
  • Strong attention to detail with a proactive approach to solving and preventing problems
  • Ability to prioritize responsibilities to ensure deadlines provided by regulators and firm are followed and identify and manage firm risk

Preferences:

  • Structured query language (SQL) experience
  • Knowledge of BETA, Documentum, MS Access

Pay Range:

$20.23-$33.71/hourActual 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 offerWhy LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it's like to work at LPL? Watch this

We take social responsibility seriously. Learn more here

Want to see info on our benefits? 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 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

  • Cash Management Associate Analyst

    1 week ago

    Tempe, Arizona, United States LPL Financial Full time

    Position Overview:The Cash Management Associate Analyst plays a pivotal role in the establishment and ongoing maintenance of reserve calculation requirements pertinent to cash management operations. This position is integral to large-scale firm transformation initiatives, ad-hoc audits, and efforts aimed at process enhancement.Key...

  • Vehicle Finance Cash Management Associate

    1 week ago

    Tempe, Arizona, United States Conduent Business Services Full time

    Automobile Cashiering Specialist - Remote OpportunityJoin Conduent Business Services, a leader in delivering essential services and solutions for Fortune 100 companies and government entities. We pride ourselves on creating exceptional outcomes for our clients and the communities we serve.Position OverviewAs an Automobile Cashiering Specialist, you will play...

  • Cash Flow Management Associate

    18 hours ago

    Tempe, Arizona, United States LHH Recruitment Solutions Full time

    Job DescriptionLHH Recruitment Solutions is seeking a detail-oriented Accounts Receivable Specialist to support our client's invoicing and collections processes. The ideal candidate will be responsible for maintaining accurate records, ensuring timely payments, and building strong relationships with clients.Key Responsibilities:Process and record all...

  • Team Leader for Cash Management

    1 week ago

    Tempe, Arizona, United States Charles Schwab Full time

    Position Type: RegularYour opportunity at Charles Schwab involves leading a dynamic team within Personal Choice Investment Services (PCIS), which specializes in managing brokerage-related products and services for retirement plans.As PCIS continues to expand, we are committed to providing an exceptional platform that meets the retirement plan needs of Plan...

  • Financial Analyst Associate

    10 hours ago

    Tempe, Arizona, United States Arizona State University Graduate and Professional Student Association (ASU GPSA) Full time

    The Arizona State University Graduate and Professional Student Association (ASU GPSA) is seeking a highly skilled Financial Analyst Associate to provide critical support to the organization's financial operations. This role will be responsible for a broad scope of accounting and financial duties, including financial analysis, budgeting, and financial...

  • Junior Management Associate

    3 days ago

    Tempe, Arizona, United States CNCT Business Management Full time

    Position OverviewAt CNCT Business Management, we pride ourselves on our unique approach to training and developing future leaders in management. Our commitment to providing extensive, hands-on training ensures that each Junior Management Associate can build a solid foundation for their career. This is achieved through a collaborative team environment where...

  • Senior Utilization Management Analyst

    1 week ago

    Tempe, Arizona, United States Oscar Health Full time

    Senior Analyst - Utilization Management Regulatory OperationsOscar Health is a pioneering health insurance provider dedicated to enhancing member experiences through advanced technology solutions. We are in search of a Senior Analyst to become an integral part of our Utilization Management Regulatory Operations division.Role OverviewThe Senior Analyst will...

  • Associate Analyst Performance

    1 month ago

    Tempe, Arizona, United States LPL Financial Full time

    Are you passionate about delivering solutions to LPL's financial advisors?Are you results-oriented, agile-minded, and can work in a team or independently? Do you like thinking outside the box, learning new skills and problem solving? If so, LPL Financial is the place for youLPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work...

  • Lead Analyst for Infrastructure Capacity Management

    1 week ago

    Tempe, Arizona, United States SPECTRAFORCE Full time

    Position: Senior Infrastructure Capacity AnalystCompany: SPECTRAFORCERole Overview:The Senior Infrastructure Capacity Analyst is a pivotal role within the Client Enterprise Observability Organization, dedicated to analyzing and enhancing the global application and infrastructure landscape. This position focuses on identifying optimization opportunities and...

  • Quality Assurance Analyst

    1 week ago

    Tempe, Arizona, United States Turn Up Talent Full time

    Quality Assurance Analyst Overview: This role is pivotal in executing measurement initiatives as necessary and overseeing programs for the Coordinate Measuring Machine (CMM) pertaining to measurements and evaluations.Quality Assurance Analyst Qualifications/Requirements: Relevant academic background or a minimum of 2 years of pertinent professional...

  • Senior Fixed Income Analyst

    1 week ago

    Tempe, Arizona, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a prominent Fortune 500 organization, is a globally recognized financial institution with a legacy of excellence since 1889. We take pride in delivering innovative financial solutions and expert guidance to some of the world's most successful individuals, families, and institutions, adhering to our core principles of...

  • Senior Change Management Analyst

    6 days ago

    Tempe, Arizona, United States Edward Jones Full time

    Join a Purpose-Driven Team at Edward JonesAre you looking for a career that allows you to make a significant impact? Edward Jones is the ideal place for you.Our Work Environment:At Edward Jones, we foster a culture of collaboration, independence, and opportunity. Our associates at headquarters often describe their experience as being part of a unified team...

  • Senior Financial Analyst

    3 days ago

    Tempe, Arizona, United States Quail Construction LLC Full time

    About Quail Construction LLC:Quail Construction has been in the traffic control industry for over 20 years. What once was a small company ran out of a spare bedroom has turned into a statewide operation with 6 locations throughout the state of Arizona. Over the years our services have expanded from traffic control to asphalt & concrete restoration,...

  • Bakery Sales Associate

    8 hours ago

    Tempe, Arizona, United States Bashas' Full time

    **Job Summary:**Bashas' is seeking a highly motivated and customer-focused Bakery Sales Associate to join our team. As a key member of our bakery department, you will be responsible for providing exceptional customer service, processing customer orders, and maintaining a clean and organized sales floor.**Key Responsibilities:**Provide fast and friendly...

  • Lead Financial Analyst

    1 week ago

    Tempe, Arizona, United States EV Group, Inc. Full time

    Job Title: Lead Financial AnalystReports to: Vice President and General Manager – North AmericaClassification: Exempt Overview:This role utilizes accounting principles to evaluate financial data and generate financial reports by aggregating information, preparing income statements, and implementing suitable accounting control measures. This exempt position...

  • Laboratory Analyst

    1 week ago

    Tempe, Arizona, United States AZ Laboratories LLC Full time

    Position OverviewAZ Laboratories LLC is seeking a skilled and detail-oriented individual to fill the role of Laboratory Analyst. This position entails a range of responsibilities associated with chemical evaluations and scientific research initiatives. Candidates with a strong interest in chemistry and exceptional attention to detail are encouraged to...

  • Management Trainee

    1 week ago

    Tempe, Arizona, United States CNCT Business Management Full time

    Position OverviewAt CNCT Business Management, we pride ourselves on our unique approach to training and developing future leaders. Our comprehensive, hands-on training program is designed to provide a solid foundation for each Junior Management Associate to thrive. This is made possible through a collaborative team environment, where mentorship and skill...

  • Systems Analyst Specialist

    1 week ago

    Tempe, Arizona, United States IDR, Inc. Full time

    IDR, Inc. is in search of a Business Systems Analyst to become a vital part of our esteemed client’s team. This role offers a unique chance to engage with a large organization that fosters a collaborative and dynamic work environment.Position Summary for the Business Systems Analyst:We are looking for two proficient and enthusiastic Business Systems...

  • Team Leader for Cash Management Operations

    1 week ago

    Tempe, Arizona, United States Charles Schwab Full time

    Position Type: Regular Your opportunity at Charles Schwab involves leading a dynamic team within Personal Choice Investment Services (PCIS), which specializes in managing brokerage-related products and services tailored for retirement plans. As PCIS continues to expand, we are committed to delivering an exceptional platform that meets the diverse needs of...

  • Retail Sales Associate

    21 hours ago

    Tempe, Arizona, United States Goodwill Industries International Inc Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Goodwill Industries International Inc. As a key member of our sales floor team, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and driving sales growth.Key...