Sr Assoc Financial Reporting Analyst at Lincoln Financial Group

Job description

Alternate Locations: Work from Home Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 76821 The Role at a Glance This position will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned areas of Financial Reporting responsibility. They will be responsible for preparing, analyzing, and reporting on activities associated with accounting principles and standards, and financial statements. What you'll be doing • Preparing, analyzing and reporting on financial statements and supporting schedules according to the accounting and reporting calendars • Participating in accounting close including the preparation of journal entries and account reconciliations • Conducting financial analysis on consolidated and business unit results, including providing ongoing support for the business unit teams and our various other partners as needed • Maintaining knowledge on current and emerging developments/trends for assigned areas of responsibility, assessing the impact, and collaborating with management to incorporate new trends and developments in current and future solutions • Identifying and researching reporting issues arising from application of accounting principles and standards and rules and regulations of the NAIC and other regulators and assessing their applicability • Preparing, reviewing, and filing quarterly and annual Statutory NAIC financial statements and other regulatory filings • Promoting and enhancing organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned areas of responsibility. • Identify and communicating to management process improvements that reduce workloads or improve quality for assigned areas of responsibility • Performing and delivering on routine assignments/projects while simultaneously leveraging and applying knowledge of assigned areas of responsibility. • Providing support with the coordination of SOX, MAR and regulatory testing to comply with key controls developed for the group • Preparing and/or reviewing 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 • CPA preferred, not required • 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 (Statutory Reporting) • Experience working with Hyperion Essbase, SAP Business Objects, PeopleSoft, Workiva, Sovos Statutory Reporting(Wings) Application Deadline Applications for this position will be accepted through November 30, 2026, subject to earlier closure due to applicant volume. What’s it like to work here? At Lincoln Financial, 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 of Lincoln's core values and leadership attributes • 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 • Work arrangements that work for you • Effective productivity/technology tools and training The pay range for this position is $66,750 - $106,800 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an 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. Follow us on Facebook , X , LinkedIn , Instagram , and YouTube . For the latest company news, visit our newsroom . 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. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling (866) 922-6543. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Requirements

Must-haves

Alternate Locations: Work from Home
Remote : Work at home employee residing outside of a commutable distance to an office location.
Relocation assistance: is not available for this opportunity.
Requisition #: 76821
The Role at a Glance
What you'll be doing
Preparing, analyzing and reporting on financial statements and supporting schedules according to the accounting and reporting calendars
Participating in accounting close including the preparation of journal entries and account reconciliations
Conducting financial analysis on consolidated and business unit results, including providing ongoing support for the business unit teams and our various other partners as needed
Identifying and researching reporting issues arising from application of accounting principles and standards and rules and regulations of the NAIC and other regulators and assessing their applicability
Preparing, reviewing, and filing quarterly and annual Statutory NAIC financial statements and other regulatory filings
Promoting and enhancing organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned areas of responsibility.
Identify and communicating to management process improvements that reduce workloads or improve quality for assigned areas of responsibility
Performing and delivering on routine assignments/projects while simultaneously leveraging and applying knowledge of assigned areas of responsibility.
Providing support with the coordination of SOX, MAR and regulatory testing to comply with key controls developed for the group
Preparing and/or reviewing of internal management reporting
What we’re looking for
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

Nice-to-haves

4 Year/Bachelor's degree or equivalent work experience. Degree in Accounting preferred
CPA preferred, not required

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: successfactors
Effort: medium

Benefits

Benefits detected in the listing.

401k

Pto

Parental Leave