Location: Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or 46122). City and state must be separated by a comma followed by a space (e.g., Houston, TX).
Alternate Locations: Work from Home; Fort Wayne, IN; Greensboro, NC; Omaha, NE; Radnor, PA.
Work Arrangement: Remote: Work at home employee residing outside of a commutable distance to an office location.
Relocation assistance: Not available for this opportunity.
Requisition #: 73623
General Purpose of Job: This position will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of Financial Reporting responsibility. They will be responsible for preparing, analyzing and reporting on activities associated with accounting principles and standards, and financial statements.
The Role at a Glance: As a Specialist, Financial Reporting (Statutory), you will be responsible for preparing, analyzing and reporting on activities associated with Statutory accounting principles and standards, and financial statements. This position will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of assigned areas in Statutory Financial Reporting.
What you'll be doing:
- Prepare, analyze and report on financial statements and supporting schedules according to the accounting and reporting calendars.
- Conduct financial analysis on consolidated and business unit results, including providing ongoing support for the business unit teams and our various other partners as needed.
- Participate in accounting close activities, including the preparation of journal entries and account reconciliations.
- Maintain knowledge on current and emerging developments/trends for assigned areas of responsibility, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions.
- Identify and research reporting issues arising from application of accounting principles and standards and rules and regulations of the NAIC and other regulators and assess their applicability.
- Preparation, review and filing of quarterly and annual NAIC financial statements and other regulatory filings.
- Promote and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned areas of responsibility.
- Identify and communicate to management process improvements that reduce workloads or improve quality for assigned areas of responsibility.
- Perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of assigned areas of responsibility.
- Provide support with the coordination of SOX, MAR and regulatory testing to comply with key controls developed for the group.
- Preparation and/or review of internal management reporting.
What we’re looking for:
Must-have’s:
- 4 Year/Bachelor's degree or equivalent work experience. Degree in Accounting preferred.
- 1 - 3+ Years of experience in Financial Analysis or Reporting that aligns with the specific responsibilities for this position.
- Confident, comfortable communicator with strong written and verbal communication skills.
- Ability to work with others in a team environment.
- Ability to identify and recommend process improvements.
- Demonstrates a sense of urgency and ability to meet deadlines.
- Demonstrate excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
- Ability to use sound judgment and discretion regarding confidential information.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Nice To-have’s:
- Prior experience in insurance/financial services.
- Experience working with Hyperion Essbase, SAP Business Objects, PeopleSoft, Workiva, Sovos Statutory Reporting.
Application Deadline: Applications being accepted until 12/31/24.
What’s it like to work here? At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for you:
- Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
- Leadership development and virtual training opportunities.
- PTO/parental leave.
- Competitive 401K and employee benefits.
- Free financial counseling, health coaching and employee assistance program.
- Tuition assistance program.
- A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations.
- Effective productivity/technology tools and training.
About The Company: Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services.
Equal Opportunity Employment: Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Be Aware of Fraudulent Recruiting Activities: If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers.
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