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Manager, Financial Reporting

Job ID: R-018538 Date posted: 10/07/2021 Primary Location CA-San Diego Other Locations SC-Fort Mill

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA.  We support over 18,000 financial professionals—including over 14,000 independent advisors, more than 700 financial institutions, and over 4,000 institutional clearing and technology subscribers. We enable advisors to focus on their clients by reducing the complexity of running their practice and we support their business by offering enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. At LPL, we take care of our advisors, so they can take care of their clients. And Technology is at the center of our mission.

Job Overview:

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

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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