Senior Equity & Accounting Analyst — Impact & Innovation

LPL Financial LLC; Fort Mill (SC, FL); On-site; USD 77,000 - 128,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

And more benefits

Job summary

LPL Financial Holdings Inc. is seeking a Senior Analyst to support its equity compensation plans, including ESPP, RSUs, and stock options, while assisting with technical accounting guidance and SOX controls.

The role emphasizes collaboration, data analysis, and process optimization in a fast-paced environment. Responsibilities include managing ESPP activities, preparing equity reports, supporting Form 4 filings and proxy disclosures, and delivering executive equity support with strong attention

Qualifications

• BA/BS degree in Accounting, Finance, or related field.
• 1–2 years of relevant experience in corporate finance, accounting, or public accounting.

Responsibilities

• Equity Administration: Manage ESPP program activities, including participant inquiries, enrollment, quarterly communications, and purchase reconciliation.
• Reporting & Compliance: Prepare and analyze monthly, quarterly, and annual equity reports; support SEC filings (Form 4) and annual proxy reporting for executive equity holdings.
• Technical Accounting: Draft technical accounting memos, research standards, and assist with SOX compliance and regulatory controls.
• Process Improvement: Drive strategic projects to streamline processes, leverage technology for automation, and enhance operational efficiency.
• Executive Support: Prepare annual equity statements, assist with dividend payments, and provide administrative support for executive equity functions.

Skills

Analytical thinking

Communication skills

Project & Process Management

Attention to Detail

Team Collaboration & Initiative

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Fidelity Plan Sponsor Webstation (PSW)

Job description

LPL Financial Holdings Inc. is seeking a Senior Analyst to support its equity compensation plans, including ESPP, RSUs, and stock options, while assisting with technical accounting guidance and SOX controls.

The role emphasizes collaboration, data analysis, and process optimization in a fast-paced environment. Responsibilities include managing ESPP activities, preparing equity reports, supporting Form 4 filings and proxy disclosures, and delivering executive equity support with strong attention