Senior Analyst, Accounting & Equity Administration

LPL Financial

. Manage Employee Stock Purchase Plan (ESPP) activities, including participant inquiries, enrollment, quarterly communications, and purchase reconciliation .

Posted 10/14/2026full-timeFort Mill • South Carolina • United StatesSenior💰 $76,941 - $128,235 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing Employee Stock Purchase Plan activities, preparing and analyzing equity reports, and ensuring compliance with SEC filings and SOX regulations. Proficient in leveraging technology for process improvements and operational efficiency in corporate finance.

Highest-signal resume keywords

Employee Stock Purchase Plan ManagementEquity Reporting AnalysisSEC Filing SupportSOX Compliance AssistanceProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Equity Report PreparationTechnical Accounting ResearchData AnalysisProcess Improvement ImplementationFinancial Reporting

Soft Skills

Strong Written CommunicationVerbal CommunicationPresentation AbilitiesTeam CollaborationIndependent Work

Tools & Technologies

Fidelity Plan Sponsor Webstation

Certifications & Qualifications

CPA License

Industry Keywords

Corporate FinanceAccountingPublic AccountingRegulatory ControlsDividend Payments

About the role

Key responsibilities & impact

Manage Employee Stock Purchase Plan (ESPP) activities, including participant inquiries, enrollment, quarterly communications, and purchase reconciliation
Prepare and analyze monthly, quarterly, and annual equity reports
Support SEC filings (Form 4) and annual proxy reporting for executive equity holdings
Draft technical accounting memos and research accounting standards
Assist with SOX compliance and regulatory controls
Drive strategic projects to streamline processes, leverage technology for automation, and enhance operational efficiency
Prepare annual equity statements
Assist with dividend payments
Provide administrative support for executive equity functions
Perform additional responsibilities or duties as assigned

Requirements

What you’ll need

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
Proven ability to manage projects and implement process improvements
High level of accuracy with a big-picture perspective
Ability to work independently and within a team
CPA license is preferred
Experience with equity plan administration systems such as Fidelity Plan Sponsor Webstation (PSW) is preferred

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package