Sr Accountant – 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 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’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
• 4+ years of professional experience
• Experience on corporate accounting team with significant technology spend and software capitalization

Core Competencies:

• Knowledge of GAAP requirements for fixed asset and software capitalization, and practical application of the guidance
• Effective communication skills and the ability to interact effectively with all levels of management and work in team-oriented environment.
• Self-driven, and demonstrate an ability to manage multiple projects and activities and adapt to change.
• Strong 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

 

Pay Range:

$66,000-$110,000/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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