LPL Financial · 9 hours ago
Sr. Analyst, Accounting & Equity Administration (Hybrid)
Fort Mill, SC
Full-time
Hybrid
Entry Level
$75K/yr - $124K/yr
1+ years expLPL Financial is a leading wealth management firm empowering professionals to shape their success. The Senior Analyst will support the company's equity compensation plans and provide technical accounting guidance to key stakeholders.
FinanceFinancial Services
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
Qualification
Required
BA/BS degree in Accounting, Finance, or a related field
1 to 2 years of relevant experience in corporate finance, accounting, or public accounting
Ability to analyze complex data and develop innovative solutions
Strong written, verbal, and presentation abilities for interaction across all levels
Proven ability to manage projects and implement process improvements
High level of accuracy with a big-picture perspective
Positive attitude, integrity, and ability to work independently and within a team
Preferred
CPA license
Experience with equity plan administration systems such as Fidelity Plan Sponsor Webstation (PSW)
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-13
2026-01-12
Company data provided by crunchbase