• Job Description

  Req#: R-044288

  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 Staff Accountant is a key position in the Controllership group and will report to a Manager of Revenue Accounting. The Staff Accountant will be responsible for maintaining the accounting records and providing accounting support and analysis for revenue and production expense transactions of LPL Investment Holdings and its subsidiaries. The Staff Accountant will assist in implementing process improvements to help the team streamline and enhance efficiencies, promote the analysis and communication of results and provide proactive customer service.
  
  Responsibilities:
  
  • Assist in the monthly closing process, including the preparation and review of journal entries, variance analysis, and other review activities
  • Prepare balance sheet reconciliations
  • Support financial statement consolidations for actual, plan and forecast 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 revenue accounting and production expenses
  • Ad hoc requests as determined by management
  
  Requirements:
  
  • BA/BS degree in Accounting or related fields

  • Minimum of 3-5 years relevant professional experience with strong desire to advance career in accounting field
  • Strong attention to detail is essential

  • Demonstrated ability to manage multiple projects and adapt to change
  • Strong analytical, critical-thinking, innovative, and problem-solving skills

  • Basic understanding of internal controls
  • Ability to effectively communicate and interact with all levels of management and work in a team-oriented environment
  • Ability to collaborate effectively with business partners

  • Solid computer skills including intermediate Excel functions
  • Experience in public accounting and/or broker-dealers helpful, but not required
  • Experience working with Oracle and Excel Spreadsheet Server a plus
  • Experience working with auto-reconciliation tools, e.g. Trintech or Blackline, a plus

  • CPA license a plus

  #LI-PA

  
  

  Pay Range:

  $61,600-$102,600/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.

  EAC1.22.25

• About the company

  LPL Financial Holdings Inc was founded in 1968 and is considered the largest independent broker-dealer in the United States.

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