Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Senior Accountant of Tech & Fixed Assets Accounting will be a key role in the development and implementation of LPL’s finance transformation, managing and executing the team’s plan supporting accounting activities critical to internal and external reporting needs. The role will directly support the VP of accountings projects and initiatives by carrying out tasks to establish a mature and sustainable technology finance process. The role will coordinate heavily with teammates in Technology, FP&A, and Finance Systems, as well as participate in ad-hoc tasks for monthly accounting close activities (journal entries, accruals, etc.).

Responsibilities:

• Coordinate with area VP/AVP to build and carry out project plans for Tech Accounting team projects and initiatives, including:

  • Accrual simplification & streamlining

  • Defining, implementing, and testing accounting system changes that support internal and external reporting needs

  • Establishing and enhancing internal controls to ensure accuracy/completeness of ledger inputs

  • Assist in training finance and technology partners to build financial impact knowledge, especially for capitalization in technology projects.

• Enhance fixed asset accounting build/deploy/amortize tracking, eliminating complexity and manual processes

• Develop, maintain, and report on team project and initiatives to Accounting and senior leadership

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

• 4+ years of professional experience

• 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.

• Self-driven and demonstrates an ability to manage multiple projects and activities and adapt to change.

• 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

• Experience with cross-functional project management and reporting

• Master’s degree is a plus

#LI-PA

 

Pay Range:

$67,980-$113,300/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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

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 services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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