AVP - Accounting Policy

LPL Financial Holdings, Inc.$103K — $172K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in Accounting Policy and Financial/SEC Reporting
  • Public accounting experience with a consulting background
  • CPA license required
  • Proficient in researching US GAAP technical accounting guidance
  • Strong analytical, writing, and presentation skills

Responsibilities

  • Plan and manage research on complex accounting issues and reporting matters
  • Enhance and maintain significant accounting policies
  • Monitor accounting standard-setting body activities for impact assessments
  • Assist in implementing new accounting pronouncements
  • Act as liaison with external auditors on technical matters
  • Develop training and presentations on technical topics
  • Guide finance teams on new business transaction accounting

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description

Job Overview:

The Assistant Vice President of Accounting Policy will work with the Vice President of Accounting Policy, business partners in finance, accounting and external reporting, and stakeholders across the company to support the accounting for complex and non-routine transactions, enhance and maintain the Company’s significant accounting policies, and create technical capacity in support of high-quality external disclosures as the Company’s size, scope, and complexity increases.

We want someone with a strong accounting background who will thrive 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.

Roles & Responsibilities

  • Plan, conduct, manage and coordinate research and written documentation of technical accounting issues and reporting matters regarding technically complex transactions, new business initiatives, acquisitions, and new contracts.
  • Enhance and maintain the Company’s significant accounting policies to reflect changes due to new transactions, changes in the business, or standards issued
  • Monitor the activities of all accounting standard setting bodies (i.e., SEC, FASB), and work closely with members of Finance to assess the impact on the Company, ensure awareness of transactions and accounting impacts
  • Assist in implementation of new accounting pronouncements and related process changes
  • Serve as a key liaison with external auditors on technical accounting matters
  • Assist in the development of training on technical topics and presentations to the Company
  • Participate in the successful execution of SOX and regulatory controls
  • Provide guidance to various groups, primarily within Finance, on the proper accounting for new business transactions, and partner with groups to develop policy on new or modified processes.
  • Serve as subject matter expert and communicate complex results in a clear and concise manner.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

  • Minimum of 7+ years of relevant experience in Accounting Policy, Financial/SEC Reporting with an understanding of internal controls and proper supporting documentation
  • Experienced in public accounting with a consulting background
  • CPA license required

Core Competencies:

  • Proactive self-starter with the ability to work independently to accomplish objectives and meet deadlines
  • Advanced ability to research and interpret US GAAP technical accounting guidance, as well as develop and document accounting policies based on this research
  • Critical thinker with strong analytical skills
  • Strong writing, presentation and communication skills and ability to easily explain complex accounting issues and conclusions to a variety of audiences

Preferences:

  • Big 4 experience preferred
  • Financial Services experience preferred

Pay Range:

$103,206.00 - $172,010.00
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

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