• Consult with LPL Institutional Program Leaders to provide curated solutions that support the implementation and growth of financial planning across groups of LPL Financial Advisors. • Advise LPL Financial Advisors on all aspects of financial planning to increase adoption, improve efficiencies, and drive growth and plan penetration. • Create and deliver educational presentations to large groups of advisors on timely topics that influence financial planning activities and outcomes across the firm. • Execute a disciplined outreach strategy using a sales funnel approach with actionable next steps to increase financial planning awareness and adoption. • Clearly articulate the value proposition of comprehensive financial planning and the pillars of support provided by LPL’s Financial Planning Group. • Collaborate and influence key business partners across the wealth management organization to drive alignment and success. • Provide onboarding support for Advisors and Institutional partners, ensuring professionalism during home office visits and timely follow-up on advisor and internal business partner requests.

This role is for one of our clients Job Title: Investment Banking Modeling Analyst Job Type: Part-time or Full-time, Project-based Location: Remote (Eligible in US, UK, Canada) Compensation: $100 - $200/hour-pay As an Investment Banking Modeling Analyst, contributing your deep transaction experience to help shape the future of finance and AI. In this high-impact, flexible role, you will transform real-world investment banking workflows into structured deliverables that power advanced financial decision systems for leading enterprises.

• Prepare, review, and issue accurate client invoices on a monthly basis in accordance with Remofirst’s billing cycles. • Ensure timely billing for all services, including Employer of Record (EOR) and global payroll. • Verify invoice accuracy by cross-checking with local payroll data, client agreements, and employee contracts. • Collaborate with cross-functional teams - including Customer Success, Hiring, Offboarding, Support, and Sales - to ensure all billable items are properly captured and reflected. • Coordinate with the Product team on enhancements or fixes needed for invoicing systems and tools. • Ensuring any reconciliation breaks are thoroughly investigated and remediated on a timely basis, considering both tactical and strategic initiatives • Respond promptly and professionally to client inquiries related to invoices. • Support finance operations clean-up initiatives, such as reviewing and reconciling client accounts. • Identify recurring issues, billing discrepancies, or inefficiencies and propose process improvements. • Continuously look for opportunities to streamline the invoicing process and reduce errors. • Complete ad hoc tasks as assigned, including reporting and support for audit-related requests. • Perform other duties as required in alignment with Finance Operations initiatives and at the discretion of the Senior Finance Operations Manager.

• Compile, model, interpret and analyze data in order to identify, explain, influence variances and trends • Evaluate current modeling techniques and identify opportunities for improvements • Provide accurate and timely analysis to help with business decisions