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Sr Accountant

Job ID: R-023014 Date posted: 05/09/2022 Primary Location CA-San Diego

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 Senior Accountant will be a key player in the G&A Controllership group and report to the Accounting Manager/AVP of G&A expense. The Senior Accountant will be responsible for maintaining the accounting records and providing accounting support and analysis for the general and administrative expenses and consolidation of LPL Financial Holdings and its subsidiaries.  The Senior Accountant will also assist in implementing process improvements to help the team continuously improve processes and shift its focus to analyzing and communicating results and providing proactive customer service.

Specific responsibilities include:

  • Assist in the monthly closing process, including the preparation and/or review of journal entries, account reconciliations and review activities
  • Identify areas of improvement to derive enhanced methods for explaining business drives, for accelerating close timing for improving close accuracy, and for enhancing controls over financial reporting
  • Provide leadership, coaching, and mentoring direction to Associate and/or Staff Accountants
  • Support financial statement consolidations and month end close reporting
  • Understanding of Intercompany process
  • Maintenance of appropriate accounting procedures and control descriptions for those activities within the scope of the Controllership team
  • Support regulatory requirements, which include SOX testing and providing audit schedules, reconciliations, etc. to both internal and external audit on monthly/quarterly/yearly basis.
  • Ad hoc requests as determined by management


  • Demonstrate an ability to manage multiple projects and activities and adapt to change
  • Strong analytical and organizational skills
  • Strong understanding of internal controls
  • Effective communication skills and the ability to interact effectively with all levels of management and work in team-oriented environment
  • Ability to effectively collaborate well across multiple business functions
  • BA/BS degree in Accounting or related fields
  • Experience in public accounting and broker/dealers strongly preferred
  • Strong attention to detail and demonstrated ability to multi-task are essential
  • Excellent computer skills including intermediate Excel skills and Access proficiency
  • Experience with Oracle Financials and Excel Spreadsheet Server a plus
  • Experience working with auto-reconciliation tools, i.e. Trintech a plus
  • CPA license and/or Master degree a plus
  • Minimum of 5 years of professional experience, with 3 to 4 years of relevant experience

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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