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/yearCompany 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.
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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!
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