VP - Tech & Fixed Assets Accounting

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 VP of Tech & Fixed Assets Accounting will be a key leader in the development and implementation of LPL’s finance transformation, building and managing a team to support accounting activities critical to internal and external reporting needs. The role will oversee a team of accountants focused on transformation initiatives alongside Technology, FP&A, and Finance Systems business partners, as well as oversee monthly accounting close activities (journal entries, accruals, etc.) for expenses relating to technology.

Responsibilities:

• Ownership of coding, entering, and reporting of Technology-based expenses into and out of the general ledger.
• Coordinate with Tech and FP&A leaders for alignment on initiatives, reporting needs, and pipeline. Plan and configure accounting processes and systems to support needs.
• Develop and oversee monthly close activities specific to technology finance/accounting accrual simplification & streamlining
• Development of controls to ensure accuracy/completeness of actuals and accruals
• Coordinate with Tech leadership in designing and implementing streamlined resource tracking, meeting needs of management and GAAP reporting.
• 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.
• Develop and lead GAAP/finance knowledge up-skilling, especially capitalization impacts, for Technology groups
• Enhance fixed asset accounting build/deploy/amortize tracking, eliminating complexity and manual processes
• In coordination with FP&A and Procurement, build & implement enhanced finance contract review and coding process

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:

• BA/BS degree in Accounting or related fields
• 8+ years of professional experience, with 6+ years progressive experience leading teams
• Must have experience at a firm with large technology spend
• Experienced with GAAP requirements for fixed asset and software capitalization, and practical application of the guidance

Core Competencies:

• Ability to communicate clearly and effectively to influence cross-functional leaders and accomplish team objectives
• 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 designing, implementing, and performing/owning internal controls over financial reporting
• Master’s degree is a plus

 

Pay Range:

$121,875-$203,125/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.

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