Jordan Larson

Jordan Larson serves as the Assistant Vice President for CFO Solutions at LPL Financial, where leadership responsibilities include managing a team of analysts, establishing performance standards, and tracking key performance indicators using tools like Tableau and SmartSheet. With a robust background in financial analysis, previous roles at LPL included supporting fractional CFOs, forecasting for strategic acquisitions, and preparing analytical reports for corporate stakeholders. Prior experience includes an Audit Senior position at Deloitte, where audit planning and controls were integral to the role, and a Product Management Internship at Sageworks, focusing on software development and customer support. Jordan Larson holds a Master of Accounting from UNC Kenan-Flagler Business School and a Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill.