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Staff Accountant

Job Overview:


The Staff Accountant will be a key player in the Controllership group and report to the Accounting Manager of the Financial Reporting team. The Staff Accountant will be responsible for maintaining the accounting records and providing accounting support and analysis for corporate expenses of LPL Investment Holdings and its subsidiaries. The Staff Accountant will assist in in developing process improvements of our internal reporting and financial statements to help the team streamline and enhance efficiencies and shift its focus to analyzing and communicating results and providing proactive customer service.
 

Responsibilities:

  • Assist in the monthly accounting close process, including the preparation of journal entries, account reconciliations and review activities.

  • Prepare balance sheet reconciliations.

  • Support financial statement for actual, plan and reforecast information. Support quarterly and year-end financial reporting and audit deliverables

  • Identify and participate in the execution of key Sox Controls.

  • Manage processes and controls related to G&A expenses.

  • Ad hoc requests as determined by management.

 

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, are ready to make positive change, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
 

Requirements:

  • BA/BS degree in Accounting, Finance or Business.

  • 3+ years of professional experience, with 2+ years of relevant experience.

 

Core Competencies:

  • Demonstrated ability to manage multiple projects and activities and adapt to change.

  • Strong analytical and organizational skills.

  • Basic understanding of internal controls.

  • Effective communication skills and the ability to interact effectively with all levels of management and work in a team-oriented environment.

  • Ability to effectively collaborate well across business functions.

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

  • Demonstrated work ethic and proven track record of results.

  • Excellent computer skills including intermediate Excel proficiency.

 

Preferences:

  • CPA license

  • Experience in public accounting and broker-dealers.

  • Experience working with Oracle and Oracle Analytics Cloud.

  • Experience working with Hyperion.

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


 

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 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.

EAC1.22.25

Average salary estimate

$74650.5 / YEARLY (est.)
min
max
$55988K
$93313K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Staff Accountant, LPL Financial

Looking for an exciting opportunity in accounting? Join LPL Financial as a Staff Accountant in Fort Mill/Charlotte and become an integral part of our Controllership group! As a Staff Accountant, you’ll report to the Accounting Manager and take charge of maintaining accounting records while offering exceptional support and analysis for our corporate expenses. Your keen eye for detail will be essential as you assist with the monthly closing process by preparing journal entries, reconciling accounts, and ensuring financial statements reflect accurate actuals, plans, and forecasts. You’ll also have the chance to support year-end audits and key Sox controls. We’re on the lookout for strong collaborators who bring a client-focus to their work and enjoy adapting in a fast-paced environment. With a BA/BS degree and 3+ years of professional experience under your belt, you’ll thrive in our energetic team that’s dedicated to continuous improvement and creativity. Plus, if you have a CPA license or experience with Oracle, you’ll only shine brighter in this role. We offer a competitive pay range and a stellar benefits package that will support your journey both at work and in life. If you’re ready to help us empower financial advisors and institutions, then apply today and let’s drive success together!

Frequently Asked Questions (FAQs) for Staff Accountant Role at LPL Financial
What are the responsibilities of a Staff Accountant at LPL Financial?

As a Staff Accountant at LPL Financial, you will be involved in the monthly accounting close process, prepare journal entries, conduct account reconciliations, and support both financial statements and audits. Your role is pivotal in maintaining accurate accounting records for corporate expenses, alongside identifying process improvements to streamline internal reporting.

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What qualifications are required for the Staff Accountant position at LPL Financial?

For the Staff Accountant role at LPL Financial, candidates should hold a BA/BS degree in Accounting, Finance, or Business, with at least 3 years of professional experience, including 2 years of relevant experience in the field. A CPA license, knowledge of Oracle or Hyperion, and strong analytical skills are preferred.

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How is the working environment for a Staff Accountant at LPL Financial?

The working environment for a Staff Accountant at LPL Financial is dynamic and collaborative. The company values creativity and continuous improvement, encouraging employees to thrive in a fast-paced setting while providing a world-class client experience. Teamwork and effective communication are key components of the culture here.

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What is the pay range for a Staff Accountant at LPL Financial?

The pay range for a Staff Accountant at LPL Financial varies from $55,988 to $93,313 per year. Actual salaries depend on qualifications, experience, skills, internal peer salaries, and geographic location, ensuring a competitive compensation package.

Join Rise to see the full answer
What benefits does LPL Financial offer to Staff Accountants?

LPL Financial offers a competitive benefits package for Staff Accountants, which includes 401K matching, health benefits, paid time off, employee stock options, and volunteer time off. This total rewards package is designed to support work-life balance and overall well-being.

Join Rise to see the full answer
Common Interview Questions for Staff Accountant
How do you handle the monthly closing process in your current role as a Staff Accountant?

In my current role as a Staff Accountant, I approach the monthly closing process by systematically preparing journal entries and account reconciliations, ensuring all financial data is accurately recorded ahead of deadlines. I also conduct thorough reviews of financial statements to identify any discrepancies before closing.

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Can you describe your experience with preparing balance sheet reconciliations?

Certainly! In my previous positions, I have regularly prepared balance sheet reconciliations by closely comparing account balances to supporting documentation and resolving any variances. This has helped me develop a strong attention to detail and analytical skills essential for accurate financial reporting.

Join Rise to see the full answer
What strategies do you use to identify and implement process improvements in accounting?

I often analyze existing processes by mapping out workflows and identifying bottlenecks or redundant steps. By collaborating with team members and gathering their feedback, I have successfully implemented systematic changes that improved efficiency and accuracy in our financial reporting.

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How do you ensure compliance with key Sox Controls?

Ensuring compliance with key Sox Controls requires a proactive approach. I prioritize understanding the controls in place and continuously monitor our adherence to them. Regular training sessions with team members also help maintain compliance and reinforce the importance of these controls.

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Tell us about a time you had to manage multiple projects simultaneously.

In my previous role, I often managed several projects at once. I utilized project management tools to prioritize tasks, set deadlines, and ensure open communication with stakeholders. This resulted in the successful completion of projects without compromising quality or accuracy in reporting.

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What software and tools are you proficient in that would help you as a Staff Accountant?

I am proficient in accounting software such as Oracle and Hyperion, which have been essential for financial reporting and analysis in my previous roles. Additionally, I have strong Excel skills, which I leverage for data analysis and reporting.

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How do you handle tight deadlines in your accounting work?

During tight deadlines, I focus on prioritizing my tasks and breaking down larger projects into manageable steps. I remain organized and communicate with my team to ensure everyone is aligned and can support each other in meeting our deadlines effectively.

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Why do you think teamwork is essential in accounting?

Teamwork is essential in accounting as it brings diverse perspectives that lead to better problem-solving and decision-making. Collaborating with team members enhances accuracy and efficiency, helping us meet our goals while providing a comprehensive support system for our clients.

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What is your approach to maintaining attention to detail in your work?

I maintain attention to detail by staying organized, regularly reviewing my work, and taking a cautious approach to data entry and reporting. I find that double-checking my calculations and seeking feedback can also help catch errors before they become issues.

Join Rise to see the full answer
How do you stay current with changes in accounting regulations and standards?

I stay current with changes in accounting regulations and standards by subscribing to accounting newsletters, attending webinars, and participating in professional development opportunities. This continual education is crucial to ensure compliance and adaptability in my role.

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DATE POSTED
April 24, 2025

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