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Staff Accountant (Projects and Fixed Assets)

Job ID: R-005412 Date posted: 01/04/2019 Primary Location CA-San Diego

The Staff Accountant will be a key player in the Shared Services G&A Accounting group and report to the Projects Accounting Manager. The Staff Accountant will be responsible for maintaining the accounting records and providing accounting support and analysis for Fixed Asset expenditures and the General and Administrative expenses of LPL Investment Holdings and its subsidiaries.  The Staff Accountant will assist in implementing process improvements to help the team streamline and enhance efficiencies and enhance its focus to analyzing and communicating results and providing proactive customer service to both internal and externally reporting constituencies. The Staff Accountant will also assist with the administration of the Oracle Fixed Asset and Project Accounting Modules and all accounting, analysis and SOX controls related to project initiatives including, but not limited to, internally developed software.

Specific responsibilities include:

  • Assist in the monthly closing process, including the preparation and review of journal entries, account reconciliations and review activities
  • Prepare and present capital expenditure analyses, reporting and metrics
  • Application of accounting guidance related to Internally Developed Software, Fixed Asset and Construction initiatives (Specifically ASC 350-40)
  • Prepare complex reconciliations related to Fixed Asset and other G&A Accounting activities
  • Support financial statement consolidations for actual, plan and reforecast information
  • Support quarterly and year-end financial reporting and audit deliverables
  • Identify and participate in the execution of key SOX Controls
  • Manage Microsoft Access databases associated with projects and fixed asset processes
  • Manage processes and controls related to the deployment, tracking, and retirement of Fixed Assets
  • Implement system configuration and reporting enhancements
  • Ad hoc requests as determined by management


  • Demonstrated ability to manage multiple projects and activities and adapt to change
  • Strong analytical and organizational skills
  • Basic understanding of internal controls
  • Effective communication skills and the ability to interact effectively with all levels of management and work in a team-oriented environment
  • Ability to effectively collaborate well across business functions
  • BA/BS degree in Accounting or related fields
  • Strong attention to detail and demonstrated ability to multi-task are essential
  • Excellent computer skills including intermediate Excel and Access proficiency (Pivot Tables, SUMIF statements, and VLOOKUP functionalities)
  • Experience in public accounting and broker-dealers preferred
  • Experience working with Oracle Projects Module and Excel Spreadsheet Server a plus
  • CPA license a plus
  • Minimum of 2-3 years of professional experience, with 1 to 2 years of relevant experience

We offer a competitive salary and benefits package. Please login or create an account to apply to this position. EOE

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

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