LPL Financial · 2 days ago
Accounting Manager
LPL Financial is a leading wealth management firm that empowers professionals to help clients pursue their financial goals. The Accounting Manager will oversee debt and equity accounting, manage financial statements, and lead a team of accountants while implementing process improvements for enhanced financial reporting.
FinanceFinancial Services
Responsibilities
Oversee monthly accounting for debt, equity, and acquisitions, including journal entry review, account reconciliations, and related reporting deliverables
Manage financial statements and month-end reporting for standalone legal entities, ensuring accuracy and compliance
Lead, coach, and mentor Senior and Staff Accountants to drive team performance and engagement
Identify and implement process improvements to accelerate close timing, enhance accuracy, and strengthen financial reporting controls
Support regulatory requirements, including SOX testing, audit schedules, and reconciliations for internal and external audits
Qualification
Required
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 team-oriented environment
Excellent computer skills including intermediate Excel skills
Preferred
CPA license with experience in public accounting and broker/dealer environments
Strong background in debt and equity accounting, acquisitions, and related reporting
Proficiency with Oracle Financials, Hyperion, and auto-reconciliation tools (e.g., Trintech)
Advanced Excel skills and familiarity with Excel Spreadsheet Server
Master's degree and/or FINRA/SIPC membership is a plus
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.
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
Recent News
2026-01-16
GlobeNewswire
2026-01-16
Investment News
2026-01-16
Company data provided by crunchbase