Accounting Manager, Revenue Accounting

LPL Financial•Fort Mill, SC

About The Position

The Accounting Manager is a key leader in the Controllership group and will report to the AVP of Advisory Revenue. The Accounting Manager will be responsible for maintaining the accounting records and providing accounting support and analysis for advisory revenue, regulatory accounting, and related production expense transactions of LPL Investment Holdings and its subsidiaries. In this role, the Accounting Manager will identify and lead in the implementation of process improvements to help the team streamline and enhance efficiency, review and approve journal entries, recons and other items, lead in all internal and external audit, promote the analysis and communication of results and provide proactive customer service.

Requirements

BA/BS degree in Accounting or related fields
7+ years of professional experience, with at least 2 to 3 years of relevant experience at a strong senior or manager level
Understanding of internal controls and audit procedures
Series 99 securities license (or another qualifying securities license) or the ability to pass the Series 99 exam within 120 days of hire date is required
Strong attention to detail
Demonstrated ability to multi-task and adapt to change are essential
Strong analytical and organizational skills with experience delivering efficient and smarter processes
Effective communication skills and experience building collaborative relationships and team oriented environments
Excellent computer skills including intermediate Excel skills

Nice To Haves

Experience in public accounting, financial services and broker/dealers strongly preferred
Experience with Oracle Financials a plus
Experience working with auto-reconciliation tools and databases a plus
CPA license a plus

Responsibilities

Assist in the monthly closing process, including the preparation and/or review of journal entries, account reconciliations, flux commentaries, ratio analysis and variance to forecast reporting activities.
Identify areas of improvement to derive enhanced methods for explaining business drivers, accelerating close timing, improving close accuracy, and enhancing controls over financial reporting.
Subject matter expert in processes and systems that impact advisory revenue and regulatory accounting including building strong relationships with related departments.
Develop and adapt accounting processes for acquisitions, new products, and system changes.
Provide leadership, coaching, and mentoring direction to Associates, Staff Accountants and Senior Accountants.
Support financial statement consolidations for actual and forecast information, including management summary level analysis.
Maintain appropriate accounting procedures and control descriptions for those activities within the scope of the Controllership team.
Support regulatory requirements, internal and external audit and reporting on a monthly, quarterly, and yearly basis.
Projects and ad hoc requests as determined by management.