Sr Analyst – Accounting Policy and Valuations Position Available In Lancaster, South Carolina

Job Overview The Senior Analyst, Accounting and Valuations will work with the Vice President of Accounting Policy, business partners in accounting, FP&A, corporate development, and stakeholders across the company to support the accounting for complex and non-routine transactions, assist with the valuation of acquired entities, and create technical capacity in support of high-quality external disclosures as the Company’s size, scope, and complexity increases. Responsibilities Prepare technical accounting memos for non-routine and complex transactions, including but not limited to business combinations, asset acquisitions, earnout re-measurements, and routine assessments including impairment analysis. Assisting with updating or creating valuation templates, including discounted cash flow (DCF), multiperiod excess earning (MPEEM), and other valuation models Compiling documentation to support actual financial and company comparable assumptions used in the valuation models Assist with coordination of ASC 805 valuation work with external vendors, as applicable. Work closely with Investor Relations, Financial Reporting and FP&A in the preparation, review and validation of earnings releases, investor presentations, SEC filings, monthly and quarterly key metric disclosures, and other externally reported presentations with a view on compliance with Company policy and GAAP. Assisting in enhancing the group’s reporting processes, procedures and analytics Participate in the successful execution of SOX and regulatory controls Provide guidance to various groups, primarily within Finance, on the proper accounting for new business transactions, and partner with groups to develop policy on new or modified process. Serve as subject matter expert and communicate complex results in a clear and concise manner. What does success look like in the first 90 days? A successful individual will be able to make an immediate impact on the team by understanding the broad objectives and use critical thinking to generate new ideas and solve problems. Individual will also demonstrate strong written and oral communication skills when presenting the accounting impacts of transactions to our business partners and in the continual enhancement and development of the Company’s significant accounting policies. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented and are able to execute in a way that encourages creativity and continuous improvement. Requirements We want someone with a strong analytical background who will thrive in a deadline driven environment with multiple concurrent projects. This person will be directly involved in general financial analysis in a high growth area for the Company, and should have excellent organizational, time management and problem solving skills with a high level of attention to detail. Minimum of 3+ years of relevant experience in Accounting, Corporate Finance, or Valuations. Knowledge of valuation methodologies for intangible assets Proficiency in impairment testing and purchase price allocations Ability to construct dynamic accounting models that are purpose built and adaptable allowing for quick adjustments. Aptitude for financial accounting and corporate finance Critical thinker with strong analytical skills who can interpret results and make recommendations Proven ability to evaluate and document complex accounting conclusions and communicate to impacted stakeholders Demonstrated ability to employ outside in thinking by leveraging best practices into new environments Proficiency in Excel and PowerPoint is required Financial Services experience preferred #

LI-PA Pay Range:

$95,175-$158,625/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, 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. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (

Nasdaq:

LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. 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.

Join LPL Financial:

Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL?

Innovative Environment:

We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

Limitless Career Potential:

Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

Unified Mission:

We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

Impactful Work:

Our size is just right for you to make a real impact. Learn more here! Commitment to

Equality:

We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

Community Focus:

We care for our communities and encourage our employees to do the same. Learn more here!

Benefits and Total Rewards:

Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! 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.

EAC1.22.25 LPL

Financial is the nation’s largest independent broker-dealer.• Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. • As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility