Manger - Tech & Fixed Assets Accounting bei LPL Financial

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.

Job Overview:

The Manager of Tech & Fixed Assets Accounting will be a key role in executing on the team’s objective to streamline and simplify accounting for fixed assets and technology expenses. The role will directly support the VP of accounting managing the day-to-day operations of the Tech Accounting team, including month-end accounting activities, contract review and coding, as well as supporting team initiatives and projects. The role will coordinate heavily with teammates in Technology, FP&A, and Finance Systems to carry out business needs, and enhance pre-close and close activities.

Responsibilities:

• Plan and lead monthly close activities for technology accounting workstreams, including journal entries, reconciliation, and account analysis.
• Oversee and manage daily/weekly tasks by team staff & senior accountants, including contract reviews and escalations
• In coordination with team lead, FP&A, and Procurement, build & implement process for enhanced finance contract review and coding
• Oversee analysis and booking of monthly tech labor to GL and impact to financial statements. Establish/enhance controls ensuring accuracy & completeness of data used.
• Establish understanding of tech spend and expense flow, including key contracts and timing of expenses. Establish processes/links with technology team, and build accrual and control processes based on reliable/predictable data.
• Establish clear, concise tracking and reporting of pre-close tasks, close tasks, contract review escalations to stakeholders and Accounting leadership
• Coordination with internal and external auditors to complete audit requirements

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 or related fields
• 5+ years of professional experience; 2+ years experience managing team
• Experience on corporate accounting team with significant technology spend and software capitalization
• Demonstrated knowledge of GAAP requirements for fixed asset and software capitalization, and practical application of the guidance

Core Competencies:

• Effective communication skills and the ability to interact effectively with all levels of management and work in team-oriented environment.
• Project-based leadership style; allowing team to execute on clearly defined objectives and outcomes
• Strong analytical and organizational skills.
• Exceptional project management and reporting skills to keep a fast-paced team focused on highest and best priorities

Preferences:

• CPA license
• Experience in Big 4 public accounting, broker/dealers, or tech company
• Experience with Oracle Financials and EPM
• Master’s degree

 

Pay Range:

$77,625-$129,375/year

 

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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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