Sr. Analyst, Accounting & Equity Administration (Hybrid)

LPL Financial • Charlotte, SC

1d • Hybrid

About The Position

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. What if you could have access to 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 Senior Analyst will provide support for the Company’s equity compensation plans, including restricted and performance stock units, stock options and the Company’s Employee Stock Purchase Plan (ESPP). In addition, the Senior Analyst will be responsible for supporting the Company’s technical accounting, including providing accounting guidance and technical support to key stakeholders.

Requirements

• BA/BS degree in Accounting, Finance, or a related field
• 1 to 2 years of relevant experience in corporate finance, accounting, or public accounting
• Analytical & Creative Thinking: Ability to analyze complex data and develop innovative solutions.
• Communication Skills: Strong written, verbal, and presentation abilities for interaction across all levels.
• Project & Process Management: Proven ability to manage projects and implement process improvements.
• Attention to Detail: High level of accuracy with a big-picture perspective.
• Team Collaboration & Initiative: Positive attitude, integrity, and ability to work independently and within a team.

Nice To Haves

• CPA license
• Experience with equity plan administration systems such as Fidelity Plan Sponsor Webstation (PSW)

Responsibilities

• Manage ESPP program 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 standards, and assist with SOX compliance and regulatory controls.
• Drive strategic projects to streamline processes, leverage technology for automation, and enhance operational efficiency.
• Prepare annual equity statements, assist with dividend payments, and provide administrative support for executive equity functions.
• Additional responsibilities or duties may be assigned to you as needed or determined.

Benefits

• LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees