AVP, Accounting Transformation
At a glance
Mid-level Accounting role at LPL Financial. Fort Mill/Charlotte · full-time · $99,807–$166,345 base.
financeroles summary, based on the employer's posting.
What you'll do
- Oversee G&A accounting, monthly close work and financial reporting support while maintaining control execution
- Modernize accounting operations through Oracle Fusion, close improvements, standardized processes and automation
- Use technology and analytics to improve journal entries, accrual estimates, reconciliations, variance reviews and reporting
- Coordinate with finance, technology, audit and procurement partners on controlled, scalable accounting solutions
- Coach accounting staff and turn business needs into practical systems and process changes
What you bring
- A bachelor's degree in accounting, finance, data analytics or a related discipline
- At least seven years of progressive work in accounting or finance, including three years leading teams and processes
- Hands-on success with finance transformation, ERP rollouts and close modernization across partner teams
- Experience directing accounting close, reporting and process improvements that strengthen controls and efficiency
- Working knowledge of U.S. GAAP, financial reporting and internal controls
Who this fits
This role suits an experienced accounting leader who can combine close and control ownership with technology-enabled process change. You’ll manage teams and accounting processes, report to the VP of Accounting, and work across Accounting, Finance Systems, Technology and other partner groups.
From the employer
Lead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.
If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.
Job Overview:
LPL Financial is seeking a forward-thinking and results-driven Assistant Vice President, Controllership to join our Accounting organization. Reporting to the VP of Accounting, this role will serve as a key member of the Controllership leadership team, shaping the future of accounting through the application of automation, artificial intelligence, advanced analytics, and modern finance transformation.
The AVP will be responsible for overseeing General & Administrative (G&A) accounting activities, monthly close processes, financial reporting support, and control execution while driving transformational initiatives that modernize accounting operations. This leader will help accelerate close processes, enhance control effectiveness, improve reporting quality, and advance the adoption of intelligent accounting solutions across the organization.
The ideal candidate is a strategic accounting leader with a strong foundation in U.S. GAAP, internal controls, and financial operations, coupled with a passion for leveraging technology, analytics, and AI to improve efficiency, scalability, and business insight.
What You'll Do:
As a key member of the Controllership leadership team, you will oversee critical accounting operations and ensure the accuracy, integrity, and timeliness of financial information. You will lead accounting activities related to operating expenses while supporting broader Close, reporting, and controllership responsibilities within a strong control environment. The AVP will play a critical role in advancing a modern, technology-enabled controllership operating model that leverages automation, artificial intelligence, and data-driven insights to deliver scalable processes, enhanced governance, greater transparency, and more effective business decision support.
This leader will drive enterprise-wide finance transformation initiatives, including the implementation and optimization of Oracle Fusion across multiple finance modules, close modernization, process standardization, reporting transformation, and automation initiatives across the Controllership function. Responsibilities include leveraging technology to enhance journal entry processing, accrual estimation, reconciliation, variance analysis, exception management, and reporting activities. The successful candidate will utilize data analytics and intelligent automation to strengthen controls, improve accuracy, increase efficiency, and deliver actionable business insights.
The role will partner closely with FP&A, Treasury, Procurement, Finance Systems, Technology, Internal Audit, and external auditors to deliver scalable, controlled, and efficient solutions that enhance financial operations, strengthen internal controls, and support the organization's long-term growth strategy. Success in this role requires balancing operational excellence with innovation while maintaining a strong focus on compliance, governance, and data integrity. You will serve as a bridge between Accounting and Technology, helping translate business needs into scalable system and process solutions.
In addition, you will provide leadership, coaching, and development opportunities for accounting professionals, fostering a culture of accountability, continuous improvement, innovation, and ownership.
What We’re Looking For:
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
Bachelor’s degree in accounting, Finance, Data Analytics, or a related field
Demonstrated success in finance transformation, ERP implementations, and close modernization programs, with the ability to partner across Accounting, Finance Systems, and Technology teams to implement scalable solutions and drive organizational change.
Experience leading accounting close, financial reporting, and process improvement initiatives, with a proven track record of driving operational efficiencies and enhancing controls through process standardization and automation.
7+ years of progressive accounting or finance experience
3+ years of leadership experience managing teams and accounting processes
Knowledge of U.S. GAAP, financial reporting, and internal controls
Excellent analytical, problem-solving, communication, and stakeholder management skills
Preferred Qualifications:
CPA designation
Demonstrated success leading large-scale finance transformation initiatives and driving organizational change through technology-enabled solutions.
Experience supporting finance transformation initiatives, ERP implementations, or close modernization programs
Familiarity with AI, machine learning, predictive analytics, and automation technologies within finance and accounting environments
Experience in enterprise data and analytics platforms such as Snowflake, AWS, Power BI, or similar technologies
Public accounting experience and/or experience in a broker-dealer or regulated financial services environment
Pay Range:
$99,807.00 - $166,345.00Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26