Sr. Analyst, Accounting & Equity Administration; Hybrid

Position: Sr. Analyst, Accounting & Equity Administration (Hybrid)
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Senior Analyst will provide support for the Company’s equity compensation plans, including restricted and performance stock units, stock options 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.

Responsibilities:

Equity Administration:
Manage ESPP program activities, including participant inquiries, enrollment, quarterly communications, and purchase reconciliation.

Reporting & Compliance:
Prepare and analyze monthly, quarterly, and annual equity reports; support SEC filings (Form
4) and annual proxy reporting for executive equity holdings.

Technical Accounting:
Draft technical accounting memos, research standards, and assist with SOX compliance and regulatory controls.

Process Improvement:
Drive strategic projects to streamline processes, leverage technology for automation, and enhance operational efficiency.

Executive Support:
Prepare annual equity statements, assist with dividend payments, and provide administrative support for executive equity functions.

Please note:

Additional responsibilities or duties may be assigned to you as needed or determined.

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, Finance, or a related field1 to 2 years of relevant experience in corporate finance, accounting, or public accounting

Core Competencies:

Analytical & Creative Thinking:
Ability to analyze complex data and develop innovative solutions.

Communication

Skills:

Strong written, verbal, and presentation abilities for interaction across all levels.

Project & Process Management:
Proven ability to manage projects and implement process improvements.

Attention to Detail:
High level of accuracy with a big-picture perspective.

Team Collaboration & Initiative:
Positive attitude, integrity, and ability to work independently and within a team.

Preferences:

CPA license

Experience with equity plan administration systems such as Fidelity Plan Sponsor Webstation (PSW)#LI-PAPay Range:$76,941.00 - $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) 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…