Accounting Manager

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.

The Accounting Manager, Controllership will be a key leader in the Controllership group and report to the VP of Financial Reporting. The Accounting Manager will be responsible for overseeing debt and equity related accounting and related reporting, internal reporting of financial statements, intercompany accounting, as well as the consolidation of LPL Finacnial Holdings and its subsidiaries. The Accounting Manager will also be a key player in developing process improvements of our internal reporting and financial statements allowing the team to shift its focus to analyzing and communicating results as well as providing proactive customer service.

• Manage the monthly accounting of the Company’s debt, equity, and acquisitions along with the related reporting deliverables, review and approval of journal entries, account reconciliations and other review activities.
• Manage the monthly accounting close process, including managing the close calendar and related reporting deliverables, review and approval of journal entries, account reconciliations and other review activities.
• Identify areas of improvement to derive enhanced methods for explaining business drivers, for accelerating close timing for improving close accuracy, and for enhancing controls over financial reporting.
• Provide leadership, coaching, and mentoring direction to Senior and/or Staff Accountants.
• Manage the financial statements and month end reporting for standalone legal entities.
• Manage the financial statement consolidations and month end close reporting.
• Subject matter expert of the Company’s debt, equity, and intercompany accounting.
• Oversight of appropriate accounting procedures and control descriptions for those activities within the scope of the Controllership team.
• Support key initiatives within the group.
• Be an effective leader by helping to prioritize the G&A expense team’s work to align with department and company goals and work to positively impact employee engagement.
• Support regulatory requirements, which include SOX testing and reviewing audit schedules, reconciliations, etc. before providing to both internal and external audit on monthly/quarterly/annual basis.
• Ad hoc requests as determined by management.

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.

• BA/BS degree in Accounting or related fields.
• 7+ years of professional experience, with 2 to 3 years progressive experience leading teams.
• Strong understanding of internal controls.
• CPA license.

• Demonstrate an ability to manage multiple projects and activities and adapt to change.
• Strong analytical and organizational skills.
• Effective communication skills and the ability to interact effectively with all levels of management and work in a team-oriented environment.
• Excellent computer skills including intermediate Excel skills.

• Ability to effectively collaborate well across multiple business functions.
• Experience in public accounting and broker/dealers is preferred.
• Experience in debt and equity accounting.
• Experience in intercompany accounting.
• Experience in consolidation accounting.
• Strong attention to detail and demonstrated ability to multi-task are essential.
• Experience with Oracle Financials and Excel Spreadsheet Server is a plus.
• Experience with Hyperion is a plus.
• Experience working with auto-reconciliation tools, i.e. Trintech is a plus.
• Master’s degree is a plus.