Accounting Manager - Technology & Fixed Assets

Job Overview:

The Manager 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 VP of accounting managing 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:

• Plan and lead monthly close activities for technology accounting workstreams, including journal entries, reconciliation, and account analysis.
• Oversee and manage daily/weekly tasks by team staff & senior accountants, including contract reviews and escalations
• In coordination with team lead, FP&A, and Procurement, build & implement process for enhanced finance contract review and coding
• Oversee analysis and booking of monthly tech labor to GL and impact to financial statements. Establish/enhance controls ensuring accuracy & completeness of data used.
• Establish understanding of tech spend and expense flow, including key contracts and timing of expenses. Establish processes/links with technology team, and build accrual and control processes based on reliable/predictable data.
• Establish clear, concise tracking and reporting of pre-close tasks, close tasks, contract review escalations to stakeholders and Accounting leadership
• Coordination with internal and external auditors to complete audit requirements

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
• 5+ years of professional experience; 1+ years experience managing team

• Experience on corporate accounting team with significant technology spend and software capitalization
• Knowledge of GAAP requirements for fixed asset and software capitalization, and practical application of the guidance

Core Competencies:

• Effective communication skills and the ability to interact effectively with all levels of management and work in team-oriented environment.
• Project-based leadership style; allowing team to execute on clearly defined objectives and outcomes
• Strong analytical and organizational skills.
• Exceptional project management and reporting skills to keep a fast-paced team focused on highest and best priorities

Preferences:

• CPA license
• 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:

$77,625-$129,375/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