Accounting Manager, Revenue Accounting

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

Job Overview:

The Accounting Manager is a key leader in the Controllership group and will report to the AVP of Advisory Revenue. The Accounting Manager will be responsible for maintaining the accounting records and providing accounting support and analysis for advisory revenue, regulatory accounting, and related production expense transactions of LPL Investment Holdings and its subsidiaries.  In this role, the Accounting Manager will identify and lead in the implementation of process improvements to help the team streamline and enhance efficiency, review and approve journal entries, recons and other items, lead in all internal and external audit,  promote the analysis and communication of results and provide proactive customer service. Responsibilities:

• Assist in the monthly closing process, including the preparation and/or review of journal entries, account reconciliations, flux commentaries, ratio analysis and variance to forecast reporting activities.

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

• Subject matter expert in processes and systems that impact advisory revenue and regulatory accounting including building strong relationships with related departments.

• Develop and adapt accounting processes for acquisitions, new products, and system changes.

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

• Support financial statement consolidations for actual and forecast information, including management summary level analysis.

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

• Support regulatory requirements, internal and external audit and reporting on a monthly, quarterly, and yearly basis.

• Projects and ad hoc requests as determined by management.

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

• 7+ years of professional experience, with at least 2 to 3 years of relevant experience at a strong senior or manager level

• Understanding of internal controls and audit procedures

• Series 99 securities license (or another qualifying securities license) or the ability to pass the Series 99 exam within 120 days of hire date is required

Core Competencies:

• Strong attention to detail

• Demonstrated ability to multi-task and adapt to change are essential

• Strong analytical and organizational skills with experience delivering efficient and smarter processes

• Effective communication skills and experience building collaborative relationships and team oriented environments

• Excellent computer skills including intermediate Excel skills

Preferences:

• Experience in public accounting, financial services and broker/dealers strongly preferred

• Experience with Oracle Financials a plus

• Experience working with auto-reconciliation tools and databases a plus

• CPA license a plus

#LI-PA

Pay Range:

$79,954-$133,256/yearActual 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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