Senior Analyst shaping compliance and oversight in financial planning at LPL Financial. Collaborating with stakeholders to develop solutions and improve processes in a dynamic environment.
About the role
- Senior Consultant in Finance and Accounting Advisory Services providing technical and strategic financial guidance. Supporting clients with financial planning, reporting, and policy implementation.
Responsibilities
- Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information
- Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients
- Prepare accurate external financial reports to client, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8K’s and proxy statements
- Assist in the design and implementation of new accounting policies and procedures
- Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes
- Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation
- Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting
- Lead and manage projects while coordinating directly with clients
- Foster proactive working relationships with clients and cross-functional departments
- Make timely and effective performance feedback and training
Requirements
- BS degree in Accounting, Finance, Business-related field or relevant work experience
- Preference for 2-4 years’ experience in a public accounting firm, consulting firm, or operational accounting role
- Strong Excel and PowerPoint skills
- A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus)
- Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills
- Self-motivated individual with the ability to meet project deliverables
- Excellent organizational, management, analytical, decision-making and research skills
- Ability to work well within a team structure and effect change cross functionally
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
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