Senior Accountant

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The Senior Accountant will be a key player in the Controllership group and report to the Accounting Manager of the Financial Reporting team. The Senior Accountant will be responsible for maintaining the accounting records and providing accounting support and analysis for the general and administrative expenses of LPL and its subsidiaries.  The Senior Accountant will also assist in in developing process improvements of our internal reporting and financial statements to help the team continuously improve and shift its focus to analyzing and communicating results and providing proactive customer service.

Responsibilities:

• Assist with the monthly accounting of the Company’s intercompany activities, taxes, travel & entertainment, and consolidations along with the related reporting deliverables, preparation of journal entries, account reconciliations and other activities.

• Identify areas of improvement to derive enhanced methods for explaining business drivers, for accelerating close timing for improving close accuracy, and for enhancing controls over financial reporting.

• Provide leadership, coaching, and mentoring direction to Associate and Staff Accountants.

• Support in the preparation of consolidated financial statements and month end reporting.

• Support the Company’s intercompany, consolidation, and tax accounting.

• Maintenance of appropriate accounting procedures and control descriptions for those activities within the scope of the Controllership team.

• Support regulatory requirements, which include SOX testing and providing audit schedules, reconciliations, etc. to both internal and external audit on monthly/quarterly/annual basis.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Minimum of 5 years of professional experience, with 2 to 3 years of relevant experience.

• BA/BS degree in Accounting or related fields.

Core Competencies:

• Demonstrate an ability to manage multiple projects and activities and adapt to change.

• Strong analytical and organizational skills.

• Basic understanding of internal controls.

• Strong attention to detail and demonstrated ability to multi-task are essential.

• Excellent computer skills including intermediate Excel skills.

Preferences:

• Experience with Oracle Financials is a plus.

• Experience with Hyperion is a plus.

• Experience in public accounting and broker/dealers strongly preferred.

• CPA license is a plus.

• Experience working with auto-reconciliation tools, i.e. Trintech is a plus.

#LI-PA

 

Pay Range:

$66,000-$110,000/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.