Sr. Analyst, Accounting & Equity Administration (Hybrid)
About The Position
The Senior Analyst supports LPL Financial’s equity compensation plans, including restricted and performance stock units, stock options, and the Employee Stock Purchase Plan (ESPP). The role also supports the Company’s technical accounting by providing accounting guidance and technical support to key stakeholders. Responsibilities include administering ESPP activities, preparing and analyzing equity reports, supporting regulatory and proxy reporting, drafting technical accounting memos, assisting with SOX compliance, improving processes through technology and automation, and supporting executive equity functions. Additional responsibilities or duties may be assigned as needed.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- 1 to 2 years of relevant experience in corporate finance, accounting, or public accounting.
- Ability to analyze complex data and develop innovative solutions.
- Strong written, verbal, and presentation skills for interacting across all levels.
- Ability to manage projects and implement process improvements.
- High level of accuracy and attention to detail while maintaining a big-picture perspective.
- Positive attitude, integrity, initiative, and ability to work independently and collaboratively.
Nice To Haves
- CPA license.
- Experience with equity plan administration systems such as Fidelity Plan Sponsor Webstation (PSW).
Responsibilities
- Manage ESPP activities, including participant inquiries, enrollment, quarterly communications, and purchase reconciliation.
- Prepare and analyze monthly, quarterly, and annual equity reports.
- Support SEC filings (Form 4) and annual proxy reporting for executive equity holdings.
- Draft technical accounting memos, research accounting standards, and assist with SOX compliance and regulatory controls.
- Drive projects to streamline processes, leverage technology for automation, and improve operational efficiency.
- Prepare annual equity statements, assist with dividend payments, and provide administrative support for executive equity functions.
- Perform additional responsibilities or duties as needed or determined.
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
