AVP, Accounting Transformation

LPL Financial LLC; Fort Mill (SC); On-site; USD 100,000 - 166,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial in Fort Mill, SC is seeking an Assistant Vice President, Controllership to lead G&A accounting, monthly close, and financial reporting. This role drives automation, AI, and analytics to modernize our controllership and deliver scalable, compliant processes.

You will partner with FP&A, Treasury, and Internal Audit, implement Oracle Fusion, strengthen internal controls, and mentor accounting teams to elevate performance and governance across the organization.

Qualifications

• Bachelor’s degree in accounting, Finance, Data Analytics, or a related field.
• Experience in finance transformation, ERP implementations, and close modernization programs.
• Experience leading accounting close, financial reporting, and process improvement initiatives.
• 7+ years of progressive accounting or finance experience.
• 3+ years of leadership experience managing teams and accounting processes.
• Knowledge of U.S. GAAP, financial reporting, and internal controls.
• Excellent analytical, problem-solving, communication, and stakeholder management skills.

Responsibilities

• Oversee accounting operations and ensure the accuracy, integrity, and timeliness of financial information.
• Lead close, operating expenses, and reporting within a strong control environment.
• Advance a modern, technology-enabled controllership operating model leveraging automation and AI.
• Drive finance transformation initiatives including Oracle Fusion implementation across finance modules.
• Collaborate with FP&A, Treasury, Procurement, Finance Systems, Technology, Internal Audit, and external auditors.
• Provide leadership, coaching, and development opportunities for accounting professionals.

Skills

Accounting leadership

U.S. GAAP knowledge

Internal controls

Data analytics

Automation experience

Stakeholder management

Communication skills

Problem-solving

Team leadership

Financial operations

Education

Bachelor’s degree in accounting

CPA designation (preferred)

Tools

Snowflake

AWS

Power BI

Oracle Fusion ERP

Job description

Lead with Purpose, Unlock Your Team’s PassionAt LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.Job Overview:LPL Financial is seeking a forward-thinking and results-driven Assistant Vice President, Controllership to join our Accounting organization. Reporting to the VP of Accounting, this role will serve as a key member of the Controllership leadership team, shaping the future of accounting through the application of automation, artificial intelligence, advanced analytics, and modern finance transformation.The AVP will be responsible for overseeing General & Administrative (G&A) accounting activities, monthly close processes, financial reporting support, and control execution while driving transformational initiatives that modernize accounting operations. This leader will help accelerate close processes, enhance control effectiveness, improve reporting quality, and advance the adoption of intelligent accounting solutions across the organization.The ideal candidate is a strategic accounting leader with a strong foundation in U.S. GAAP, internal controls, and financial operations, coupled with a passion for leveraging technology, analytics, and AI to improve efficiency, scalability, and business insight.What You'll Do:As a key member of the Controllership leadership team, you will oversee critical accounting operations and ensure the accuracy, integrity, and timeliness of financial information. You will lead accounting activities related to operating expenses while supporting broader Close, reporting, and controllership responsibilities within a strong control environment. The AVP will play a critical role in advancing a modern, technology-enabled controllership operating model that leverages automation, artificial intelligence, and data-driven insights to deliver scalable processes, enhanced governance, greater transparency, and more effective business decision support.This leader will drive enterprise-wide finance transformation initiatives, including the implementation and optimization of Oracle Fusion across multiple finance modules, close modernization, process standardization, reporting transformation, and automation initiatives across the Controllership function. Responsibilities include leveraging technology to enhance journal entry processing, accrual estimation, reconciliation, variance analysis, exception management, and reporting activities. The successful candidate will utilize data analytics and intelligent automation to strengthen controls, improve accuracy, increase efficiency, and deliver actionable business insights.The role will partner closely with FP&A, Treasury, Procurement, Finance Systems, Technology, Internal Audit, and external auditors to deliver scalable, controlled, and efficient solutions that enhance financial operations, strengthen internal controls, and support the organization's long-term growth strategy. Success in this role requires balancing operational excellence with innovation while maintaining a strong focus on compliance, governance, and data integrity. You will serve as a bridge between Accounting and Technology, helping translate business needs into scalable system and process solutions.In addition, you will provide leadership, coaching, and development opportunities for accounting professionals, fostering a culture of accountability, continuous improvement, innovation, and ownership.What We’re 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:Bachelor’s degree in accounting, Finance, Data Analytics, or a related fieldDemonstrated success in finance transformation, ERP implementations, and close modernization programs, with the ability to partner across Accounting, Finance Systems, and Technology teams to implement scalable solutions and drive organizational change.Experience leading accounting close, financial reporting, and process improvement initiatives, with a proven track record of driving operational efficiencies and enhancing controls through process standardization and automation.7+ years of progressive accounting or finance experience3+ years of leadership experience managing teams and accounting processesKnowledge of U.S. GAAP, financial reporting, and internal controlsExcellent analytical, problem-solving, communication, and stakeholder management skillsPreferred Qualifications:CPA designationDemonstrated success leading large-scale finance transformation initiatives and driving organizational change through technology-enabled solutions.Experience supporting finance transformation initiatives, ERP implementations, or close modernization programsFamiliarity with AI, machine learning, predictive analytics, and automation technologies within finance and accounting environmentsExperience in enterprise data and analytics platforms such as Snowflake, AWS, Power BI, or similar technologiesPublic accounting experience and/or experience in a broker-dealer or regulated financial services environment#LI-PAPay Range:$99,807.00 - $166,345.00Actual 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!Company Overview:LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.For further information about LPL, please visit www.lpl.com.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 @lplfinancial.com 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 [phone].EAC 5.19.26