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Manager, Financial Reporting

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Job ID R-025227 Date posted 08/24/2022 Primary Location CA-Remote Other Locations CA-Remote

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!

At LPL Financial (Nasdaq: LPLA) our mission is to take care of our advisors, so they can take care of their clients. LPL serves the advisor-mediated advice marketplace as the nation’s largest independent broker-dealer, a leading investment advisory firm, and a top custodian. We support nearly 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor firms nationwide. Our vision is to become the leader across the advisor-centered marketplace by empowering advisors to deliver great advice to their clients and be great operators of their businesses.

Job Overview

The Manager of Financial Reporting will be responsible for externally reporting the results of the Company, ensuring up-to-date disclosures and validating externally reported financial data.


  • Preparation, review and analysis of the annual report on Form 10-K, quarterly reports on Form 10-Q, Proxy Statement and subsidiary financial statements (including footnotes, management's discussion and analysis and the supporting workbooks and related tie-out binders)

  • Work closely with Investor Relations and FP&A in the preparation, review and validation of earnings releases, investor presentations, monthly and quarterly key metric disclosures and other externally reported metrics

  • Lead and manage the financial reporting team, including 1-2 direct reports, to perform at a high level

  • Manage monthly and quarterly equity reporting, including share-based compensation accounting and forecasting

  • Work closely with Accounting Policy to provide technical accounting support to business partners

  • Participate in the successful execution of SOX and regulatory controls

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented and are able to execute in a way that encourages creativity and continuous improvement.


  • 5+ years of relevant experience in Financial/SEC Reporting or public accounting with an understanding of internal controls and proper supporting documentation

  • 2-3 Years experience supervising and managing other team members

  • CPA license

Core Competencies

  • Strong accounting and reporting background

  • Thrives in fast-paced, deadline driven environment

  • Able to manage multiple, concurrent projects

  • Organizational, time management and problem solving skills

  • Attention to detail


  • Workiva experience preferred

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  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 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 (800) 877-7210.

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Video Called We are LPL

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employees on what it's like to work at lpl?

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We take social responsibility seriously.

Learn More

Want to see info on our benefits?

Learn More

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