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Senior Analyst, Accounting Jobs
Company | LPL Financial |
Address | California, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-08-29 |
Posted at | 9 months ago |
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!
- Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure
- Provide administrative support in drafting grant agreements, equity holding statements and other equity administration functions.
- Support the drafting of SEC filings (i.e. Form 4) for our Executive Officers.
- Provide support for the Company’s ESPP program, including quarterly communication, purchase reconciliation and enrollment reporting.
- Participate in the successful execution of SOX and regulatory controls and documentation of policies and procedures.
- Generate, prepare and analyze monthly, quarterly and annual equity reporting, including share-based compensation support, share activity and tax reporting.
- Promote and develop a continuous improvement culture within the Finance organization.
- 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.
- 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
- Understanding of internal controls and proper supporting documentation
- Ability to think creatively and analytically
- Effective communication, presentation, and writing skills with the ability to interact with all levels of management and staff
- Strong project management and organizational skills
- Positive attitude, commitment to excellence, and integrity
- Ability to work within a team and take the initiative
- Proven track record of process improvements
- Excellent computer skills including Excel, PowerPoint, and Word
- Detail oriented with insight to determine applicability of big picture analysis
- Experience with equity plan administration systems such as Fidelity Plan Sponsor Webstation (PSW)
- CPA license
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