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Cash Management Associate Analyst
2 months ago
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 Responsibilities:
- Collaborate with finance and control teams to develop, compile, and review operational policies and procedures aligned with newly established regulatory requirements.
- Execute, compile, and optimize daily customer reserve calculations.
- Lead and manage project plans across diverse teams.
- Analyze extensive datasets to ensure precision and reliability.
- Provide strategic recommendations to leadership based on data analysis and project outcomes.
Candidate Profile:
We seek individuals who excel in collaboration and are committed to delivering exceptional client experiences. Ideal candidates thrive in dynamic environments, are client-centric, team-oriented, and possess the ability to foster creativity and continuous improvement.
Qualifications:
- Bachelor's degree in Finance or a related discipline.
- A minimum of 2 years of experience in the general brokerage sector.
- Proficiency in Microsoft Office Suite, particularly Excel and Access.
Core Competencies:
- Exceptional verbal and written communication skills.
- Strong organizational and time management abilities; adept at managing multiple priorities under pressure.
- Robust analytical capabilities.
- Self-motivated with minimal oversight required for daily responsibilities.
- Meticulous attention to detail with a proactive approach to problem-solving.
- Ability to prioritize tasks to meet regulatory deadlines and manage firm risk effectively.
Preferred Skills:
- Experience with Structured Query Language (SQL).
- Familiarity with BETA, Documentum, and MS Access.
Compensation:
The pay range for this position is $20.23-$33.71 per hour. Actual base salary will vary based on factors such as relevant skills, prior experience, education, and geographic location. LPL Financial offers a highly competitive Total Rewards package designed to support your success both professionally and personally, including 401K matching, health benefits, employee stock options, and paid time off.
Why Choose LPL Financial?
At LPL Financial, we believe in the importance of objective financial guidance for everyone. As the leading independent broker-dealer in the nation, we provide an integrated platform of proprietary technology, brokerage, and investment advisory services. We foster a work environment that promotes creativity and growth, supported by a responsive leadership team. Here, you have the opportunity to build a career with limitless potential, making a significant impact within the organization. We are dedicated to workplace equality and value the diverse perspectives and backgrounds of our employees, while also encouraging community involvement.