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Staff Accountant, Shared Services G&A

Job ID: R-007425 Date posted: 08/13/2019 Primary Location CA-San Diego

As the Staff Accountant, you will be a key player in the Shared Services G&A Accounting group and will report to the Accounting Manager.

As the Staff Accountant, you will be responsible for maintaining the accounting records and providing accounting support and analysis for General and Administrative expenses of LPL Investment Holdings and its subsidiaries. You will also assist in implementing process improvements to help the team streamline and enhance efficiencies and shift its focus to analyzing and communicating results and providing proactive customer service.

Essential Functions:

  • Assist in the monthly closing process, including the preparation and review of journal entries, account reconciliations and review activities
  • Prepare balance sheet reconciliations
  • Support financial statement for actual, plan and re-forecast information
  • Support quarterly and year-end financial reporting and audit deliverables
  • Identify and participate in the execution of key SOX Controls
  • Manage processes and controls related to G&A expenses
  • Ad hoc requests as determined by management


  • BA/BS degree in Accounting or related fields
  • CPA license a plus
  • Minimum of 3-4 years of professional experience, with 2 to 3 years of relevant experience
  • Experience in public accounting and broker-dealers preferred
  • Excellent computer skills including intermediate Excel and Access proficiency
  • Experience working with Oracle and Excel Spreadsheet Server a plus
  • Experience working with auto-reconciliation tools, i.e. Trintech or Blackline a plus
  • 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
  • Strong attention to detail and demonstrated ability to multi-task are essential
  • Demonstrated work ethic and proven track record of results

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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