Accountant – Tech & Fixed Assets Accounting

Job Overview:

The Accountant of Tech & Fixed Assets Accounting will be a key role in executing on the team’s objective to streamline and simplify accounting for fixed assets and technology expenses. The role will directly support the Manager of Tech Accounting by carrying out the day-to-day operations of the Tech Accounting team, including month-end accounting activities, contract review and coding, as well as supporting team initiatives and projects. The role will coordinate heavily with teammates in Technology, FP&A, and Finance Systems to carry out business needs, and enhance pre-close and close activities.

Responsibilities:

• Perform month/quarter/year-end accounting close tasks (journal entries, reconciliations, etc.) for technology expense and labor areas.
• Perform monthly analysis on balance sheet accounts, including leases, right-of-use assets, property plant and equipment, software, goodwill, and intangibles.  
• Assist in annual audit, SOX controls testing, and quarterly internal control testing (SOX) for the general ledger  
• Analyze JE input data and perform controls to verify accuracy/completeness/classification.
• Build knowledge of key and material areas of technology expenses, including underlying contracts.
• Review new and existing technology contracts, analyze details of services, and establish proper GL coding.
• Perform tasks relating to projects & team transformation initiatives.

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:

• BA/BS degree in Accounting or related fields
• 2+ years of professional experience

• Experience on corporate accounting team reviewing contracts; technology expense experience a plus
• Knowledge of GAAP requirements for fixed asset and software capitalization, and practical application of the guidance
• Experience/understanding of finance data system, and ability to query/manipulate/analyze data

Core Competencies:

• Strong analytical and organizational skills.
• Self-starter; ability to execute on assigned tasks and accomplish objectives set forth by manager and team.
• Ability to manage multiple priorities simultaneously
• Advanced MS Excel and familiarity with other data and BI tools (SQL, Tableau, PowerBI)

Preferences:

• CPA license or pursuing
• Experience in Big 4 public accounting, broker/dealers, or tech company is a plus.
• Experience with Oracle Financials and EPM
• Master’s degree is a plus

 

Pay Range:

$55,988-$93,313/year

 

Actual 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 offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor