Senior Analyst, Accounting and Equity Administration - Now Hiring
Are you a team player? Are you curious to learn? Are you interested in collaborating on meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is transforming the way we work? If so, LPL Financial is the place for you!
At LPL Financial (NASDAQ:
LPLA) our mission is to take care of our advisors, so they can take care of their clients. LPL serves the advisor-mediated advice marketplace as the nation's largest independent broker-dealer, a leading investment advisory firm, and a top custodian. We serve more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that investors deserve access to personalized guidance from a financial advisor. We believe advisors should have the freedom to choose the business model, services and technology they need and to manage their client relationships.
Job Overview:
The Senior Analyst will provide support for the Company's equity compensation plans, including stock options, restricted and performance stock units and the Company's Employee Stock Purchase Plan (ESPP). In addition, the Senior Analyst will be responsible for supporting the Company's technical accounting, including providing accounting guidance and technical support to key stakeholders and administering the annual accounting policy update process.
Responsibilities:
Provide support for the Company's ESPP program, including quarterly communication, purchase reconciliation and enrollment reporting.
Generate, prepare and analyze monthly, quarterly and annual equity reporting, including share-based compensation support, share activity and tax reporting.
Support the drafting of SEC filings (i.e. Form 4) for our Executive Officers.
Provide administrative support in drafting grant agreements, equity holding statements and other equity administration functions.
Support and drive strategic projects and analysis including accounting and reporting for acquisitions and other transactions with a focus on improving and streamlining processes.
Prepare technical accounting memos and annual updates to accounting policies, research accounting standards, and provide accounting policy support to business partners.
Participate in the successful execution of SOX and regulatory controls and documentation of policies and procedures.
Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure
Promote and develop a continuous improvement culture within the Finance organization.
Please note:
Additional responsibilities or duties may be assigned to you as needed or determined.
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, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
BA/BS degree in Accounting, Finance, or a related field
Minimum of 3-5 years of professional experience, with 1 to 2 years of relevant experience in corporate finance, accounting, or public accounting
Core Competencies:
Proven track record of process improvements
Strong project management and organizational skills
Effective communication, presentation, and writing skills with the ability to interact with all levels of management and staff
Ability to think creatively and analytically
Detail oriented with insight to determine applicability of big picture analysis
Ability to work within a team and take the initiative
Positive attitude, commitment to excellence, and integrity
Understanding of internal controls and proper supporting documentation
Excellent computer skills including Excel, PowerPoint, and Word
Preferences:
CPA license
Experience with equity plan administration systems such as Fidelity Plan Sponsor Webstation (PSW)
Pay Range:
$73,840-$110,760/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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it's like to work at LPL? !
We take social responsibility seriously.
Want to see info on our benefits?
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 (800) 877-7210.
Salary:
$73,840-$110,760/yearEstimated Salary: $20 to $28 per hour based on qualifications.
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