AVP - Accounting Policy

About the role

LPL Financial is seeking an Assistant Vice President of Accounting Policy to partner with the Vice President of Accounting Policy, finance and accounting teams, and cross-functional stakeholders in supporting the accounting for complex and non-routine transactions, maintaining and enhancing the Company’s significant accounting policies, and building technical capacity to support high-quality external disclosures as the Company’s size, scope, and complexity grow. The ideal candidate will have a strong accounting background and thrive in a fast-paced, deadline-driven environment with multiple concurrent projects.

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 accounting standard-setting bodies (e.g., SEC, FASB) and work closely with Finance to assess impacts, 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.

Requirements

• Minimum of 7+ years of relevant experience in Accounting Policy, Financial/SEC Reporting with an understanding of internal controls and proper supporting documentation.
• Experience 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 with the ability to easily explain complex accounting issues and conclusions to a variety of audiences.

Preferences

• Big 4 experience preferred.
• Financial Services experience preferred.

Pay

$103,206.00 – $172,010.00. Actual base salary varies based on factors including relevant skill, prior experience, education, internal peer base salary, demonstrated performance, and geographic location.