LPL Financial
VP - Tech & Fixed Assets Accounting
LPL Financial, Fort Mill, South Carolina, United States, 29715
Join to apply for the
VP - Tech & Fixed Assets Accounting
position at
LPL Financial .
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. We provide cutting‑edge resources, a collaborative environment, and the freedom to make an impact. If you’re ready to take the next step, discover what’s possible with LPL Financial.
Job Overview The VP of Tech & Fixed Assets Accounting will be a key leader in the development and implementation of LPL’s finance transformation. The role will build and manage a team that supports accounting activities critical to internal and external reporting. You will oversee a group of accountants focused on transformation initiatives alongside Technology, FP&A, and Finance Systems business partners, as well as oversee monthly accounting close activities (journal entries, accruals, etc.) for technology‑related expenses.
Responsibilities
Ownership of coding, entering, and reporting of Technology‑based expenses into and out of the general ledger.
Coordinate with Tech and FP&A leaders for alignment on initiatives, reporting needs, and pipeline; plan and configure accounting processes and systems to support needs.
Develop and oversee monthly close activities specific to technology finance/accounting accrual simplification & streamlining.
Develop controls to ensure accuracy/completeness of actuals and accruals.
Coordinate with Tech leadership in designing and implementing streamlined resource tracking, meeting needs of management and GAAP reporting.
Establish understanding of tech spend and expense flow, including key contracts and timing of expenses; build accrual and control processes based on reliable/predictable data.
Develop and lead GAAP/finance knowledge up‑skilling, especially capitalization impacts, for Technology groups.
Enhance fixed asset accounting build/deploy/amortize tracking, eliminating complexity and manual processes.
In coordination with FP&A and Procurement, build and implement enhanced finance contract review and coding process.
Requirements
BA/BS degree in Accounting or related field.
10+ years of professional experience, with 6+ years progressive experience leading teams.
CPA license.
Experience leading a large firm accounting team with significant tech spend and capitalization.
Experienced with GAAP requirements for fixed asset and software capitalization, and practical application of the guidance.
Core Competencies
Ability to communicate clearly and effectively to influence cross‑functional leaders and accomplish team objectives.
Exceptional project management and reporting skills to keep a fast‑paced team focused on highest and best priorities.
Preferences
Experience in Big 4 public accounting, broker/dealers, or tech company is a plus.
Experience with Oracle Financials and EPM.
Experience designing, implementing, and owning internal controls over financial reporting.
Experience in system and process transformation and new accounting standard adoption.
Pay Range: $121,875–$203,125 per year. Actual base salary varies based on factors including relevant skill, prior experience, education, internal peer base salary, demonstrated performance, and geographic location. LPL Total Rewards package is highly competitive and includes 401(k) 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. We support over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. LPL 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.
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 the applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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VP - Tech & Fixed Assets Accounting
position at
LPL Financial .
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. We provide cutting‑edge resources, a collaborative environment, and the freedom to make an impact. If you’re ready to take the next step, discover what’s possible with LPL Financial.
Job Overview The VP of Tech & Fixed Assets Accounting will be a key leader in the development and implementation of LPL’s finance transformation. The role will build and manage a team that supports accounting activities critical to internal and external reporting. You will oversee a group of accountants focused on transformation initiatives alongside Technology, FP&A, and Finance Systems business partners, as well as oversee monthly accounting close activities (journal entries, accruals, etc.) for technology‑related expenses.
Responsibilities
Ownership of coding, entering, and reporting of Technology‑based expenses into and out of the general ledger.
Coordinate with Tech and FP&A leaders for alignment on initiatives, reporting needs, and pipeline; plan and configure accounting processes and systems to support needs.
Develop and oversee monthly close activities specific to technology finance/accounting accrual simplification & streamlining.
Develop controls to ensure accuracy/completeness of actuals and accruals.
Coordinate with Tech leadership in designing and implementing streamlined resource tracking, meeting needs of management and GAAP reporting.
Establish understanding of tech spend and expense flow, including key contracts and timing of expenses; build accrual and control processes based on reliable/predictable data.
Develop and lead GAAP/finance knowledge up‑skilling, especially capitalization impacts, for Technology groups.
Enhance fixed asset accounting build/deploy/amortize tracking, eliminating complexity and manual processes.
In coordination with FP&A and Procurement, build and implement enhanced finance contract review and coding process.
Requirements
BA/BS degree in Accounting or related field.
10+ years of professional experience, with 6+ years progressive experience leading teams.
CPA license.
Experience leading a large firm accounting team with significant tech spend and capitalization.
Experienced with GAAP requirements for fixed asset and software capitalization, and practical application of the guidance.
Core Competencies
Ability to communicate clearly and effectively to influence cross‑functional leaders and accomplish team objectives.
Exceptional project management and reporting skills to keep a fast‑paced team focused on highest and best priorities.
Preferences
Experience in Big 4 public accounting, broker/dealers, or tech company is a plus.
Experience with Oracle Financials and EPM.
Experience designing, implementing, and owning internal controls over financial reporting.
Experience in system and process transformation and new accounting standard adoption.
Pay Range: $121,875–$203,125 per year. Actual base salary varies based on factors including relevant skill, prior experience, education, internal peer base salary, demonstrated performance, and geographic location. LPL Total Rewards package is highly competitive and includes 401(k) 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. We support over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. LPL 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.
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 the applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
#J-18808-Ljbffr