Sr. Analyst, Accounting & Equity Administration (Hybrid)
LPL Financial is a leading wealth management firm empowering professionals to shape their success. The Senior Analyst will support the company's equity compensation plans and provide technical accounting guidance to key stakeholders.
Responsibilities
- Equity Administration: Manage ESPP program activities, including participant inquiries, enrollment, quarterly communications, and purchase reconciliation
- Reporting & Compliance: Prepare and analyze monthly, quarterly, and annual equity reports; support SEC filings (Form 4) and annual proxy reporting for executive equity holdings
- Technical Accounting: Draft technical accounting memos, research standards, and assist with SOX compliance and regulatory controls
- Process Improvement: Drive strategic projects to streamline processes, leverage technology for automation, and enhance operational efficiency
- Executive Support: Prepare annual equity statements, assist with dividend payments, and provide administrative support for executive equity functions
Skills
- BA/BS 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 abilities for interaction across all levels
- Proven ability to manage projects and implement process improvements
- High level of accuracy with a big-picture perspective
- Positive attitude, integrity, and ability to work independently and within a team
- CPA license
- Experience with equity plan administration systems such as Fidelity Plan Sponsor Webstation (PSW)
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Company Overview
Company H1B Sponsorship