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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at
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Senior Billing Specialist/ Account Receivables

Job ID: R-016138 Date posted: 07/27/2021 Primary Location CA-San Diego

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:

Sr Billing Specialist tasks will include creation of complex sponsor invoices and the tracking of receivables, addressing sponsor inquiries, application of cash receipts, revenue accruals, and account reconciliations.

The Billing Team works daily with Sponsor Revenue team to ensure the timely resolution of all billing, cash, and reconciling items.  The team is also focused on implementing process improvements to streamline and enhance efficiencies.   The ideal candidate will possess excellent communication and organizational skills, and maintain the ability to remain detail-oriented while working in a fast pace environment.  The ability to adapt, appropriately take initiative and assume responsibility is essential for success.


  • Prepare and issue complex monthly, quarterly, and ad hoc billing

  • Communicate with sponsors on required data for billing, inquiries, cash receipts, etc.

  • Prepare unique monthly reconciliation as part of the accounting close process

  • Complete daily cash application

  • In-depth monthly review of aged receivables and distribution sending of collection notices

  • Prepare advance journal entries, flux analysis and other standard accounting functions

  • Provide timely support for other miscellaneous billing and cash application requests

  • Special projects and Ad Hoc requests as assigned

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.


  • 1 - 2  years of accounts receivable / billing experience preferred

  • Experience with Oracle R12 a plus

  • Intermediate level of Microsoft Word and Excel knowledge and experience

  • Ability to work under pressure and tight time deadlines

  • Ability to work independently and be detail oriented

  • Excellent problem solving skills and ability to handle multiple tasks

  • Strong customer service and communication skills. 

  • 4 year college degree with a focus in Accounting/Finance/Business 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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