Senior Accounting Policy Strategist

LPL Financial; Fort Mill (SC); On-site; USD 103,000 - 172,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an Assistant Vice President of Accounting Policy to support complex transactions, enhance policies, and strengthen external disclosures in a fast-paced environment, partnering with Finance, external reporting and auditors.

Ideal candidates have 7+ years in Accounting Policy or Financial/SEC Reporting, CPA license, and public accounting experience. Big 4 and financial services exposure are a plus, with a collaborative mindset and focus on accuracy and leadership.

Qualifications

• 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

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.

Skills

Accounting Policy

Financial Reporting

SEC Reporting

CPA license

Education

CPA license

Job description

LPL Financial is seeking an Assistant Vice President of Accounting Policy to support complex transactions, enhance policies, and strengthen external disclosures in a fast-paced environment, partnering with Finance, external reporting and auditors.

Ideal candidates have 7+ years in Accounting Policy or Financial/SEC Reporting, CPA license, and public accounting experience. Big 4 and financial services exposure are a plus, with a collaborative mindset and focus on accuracy and leadership.