Join LPL Financial as an Analyst in CFO Solutions, focusing on financial insights and analytics for affiliated financial advisors. Collaborate with CFOs and improve financial models and reporting processes.
About the role
- Sr Finance Analyst managing financial reporting and audits in global finance at Nium, leading real-time cross-border payments efforts for banks and fintechs.
Responsibilities
- Project manage all global audits and reporting and compliance timelines for each country.
- Prepare monthly and quarterly reporting for state MTL licenses and other regulatory filings.
- Prepare monthly and quarterly reporting for covenants for debt facilities and other partnerships.
- Assist in monthly close activities for US, Canada, and Latam entities.
- Complete research of technical accounting issues and oversee stock-based compensation, capitalized software, and other technical accounting areas globally.
- Research public company reporting standards and make recommendations.
- Oversee corporate insurance renewals and deliverables.
- Support the implementation of new financial systems and process improvements.
- Support transfer pricing, IP, and intercompany analysis.
- Assist in investor and board deliverables.
- Participate in ad hoc finance tasks and assist with ongoing finance projects as needed.
Requirements
- Background in Accounting, CPA, or Public Accounting.
- Mix of public accounting and in-house experience at a technology company preferred.
- Strong verbal and written communication skills.
- Strong in MS Excel, Powerpoint, and ERP systems (Netsuite preferred).
- Working with international teams a plus.
- Hybrid 3 days per week in San Francisco office.
- A cooperative team player with a positive, can-do attitude.
- Well-organised with effective project-management skills, able to follow instructions and ensure timely delivery to meet deadlines.
Benefits
- Medical coverage
- 24/7 employee assistance program
- Generous vacation programs including year-end shut down
- Flexible hybrid working environment (3 days per week in the office)
- Role-specific training
- Internal workshops
- Learning stipend
- Company-wide social events
- Team bonding activities
- Happy hours
- Team offsites
Job title
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