Manager, Financial ReportingApply Job ID: R-016958 Date posted: 01/18/2022 Primary Location SC-Fort Mill Other Locations CA-San Diego
Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
The Manager of Financial Reporting will be responsible for reporting the results of the Company, ensuring up-to-date disclosures and validating externally reported financial data.
What will you do?
- Preparation and analysis of the annual report on Form 10-K, the quarterly report on Form 10-Q, 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 and validation of earning’s releases, investor presentations, monthly metric disclosures and other externally reported presentations
- Identify and participate in the execution of key Sox Controls
- Lead and manage the financial reporting team to perform at a high level
What does success look like in the first 90 days?
A successful individual will be able to make an immediate impact on the team by applying previous accounting and reporting experience to ensure supporting documents, disclosures and financial statements follow GAAP and SEC requirements. They will also demonstrate strong written communication skills when editing financial statements and communicating the impact of transactions on our financial statements.
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
What skills, experiences, and education are required?
We want someone with a strong accounting background that thrives in a fast-paced, deadline driven environment with multiple concurrent projects. This person should have excellent organizational, time management and problem solving skills with a high level of attention to detail.
- Minimum of 5 years of relevant experience in Financial Reporting or public accounting with an understanding of internal controls and proper supporting documentation
- Demonstrated ability to supervise and manage staff
- Excellent computer skills including Excel, PowerPoint and Word
- CPA license preferred
- Experience with Workiva a plus
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.
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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 (800) 877-7210.