Financial Reporting Specialist - STAT jobs in United States
cer-icon
Apply on Employer Site
company-logo

Lincoln Financial · 2 days ago

Financial Reporting Specialist - STAT

Lincoln Financial is a company that helps people confidently plan for their financial futures. The Financial Reporting Specialist will perform and deliver on routine assignments related to financial reporting, including preparing and analyzing financial statements and supporting schedules, while ensuring compliance with accounting principles and regulations.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

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

Qualification

Financial AnalysisFinancial ReportingAccounting PrinciplesCPAMicrosoft Office SuiteStatutory ReportingProcess ImprovementHyperion EssbaseSAP Business ObjectsPeopleSoftWorkivaSovos Statutory ReportingCommunication SkillsTeam CollaborationOrganizational SkillsAttention to DetailConfidentiality

Required

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)

Preferred

CPA preferred, not required
Prior experience in insurance/financial services (Statutory Reporting)
Experience working with Hyperion Essbase, SAP Business Objects, PeopleSoft, Workiva, Sovos Statutory Reporting(Wings)

Benefits

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

Company

Lincoln Financial

company-logo
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.

Funding

Current Stage
Public Company
Total Funding
$825M
Key Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO

Leadership Team

leader-logo
Ellen Cooper
Chairman, President and Chief Executive Officer
linkedin
leader-logo
Christopher Neczypor
Chief Financial Officer
linkedin
Company data provided by crunchbase