Lincoln Financial ยท 23 hours ago
Analyst, Investment Accounting (remote consideration)
Radnor, PA
Full-time
Remote
Mid Level
$67K/yr - $121K/yr
3+ years exp
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Responsibilities
Responsible for, analyzing, and reconciling more complex investment accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles.
Completes quality assurance checks/audits on investment accounting transactions for his/her assigned area(s) of responsibility.
Manages and monitors working relationships with third-party vendors and managed service providers
Assists with developing more complex control processes to ensure effective procedures are in place to support internal controls, SOX and accepted accounting policies and principles
Identifies investment accounting trends, issues and/or concerns and develops and recommends mitigation plans to management.
Manages the relationships with internal/external auditors for his/her assigned area(s) of responsibility and ensures more complex identified issues are resolved in a collaborative
Collaborates effectively with applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process for his/her assigned area(s) of responsibility.
Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
Prepares & communicates concise & focused technical financial documents, presentations, and communications (memos, fact sheets,) which direct the reader to salient points for a wide range of technical and non-technical audiences.
Prepares earning memos and analysis on key metrics for the general account team.
Prepares financial foot note information for SEC, GAAP and statutory reporting.
Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
Provides accounting information on fixed income for existing and developing investment strategies for compliance with accounting/reporting regulations to appropriate key stakeholders and investment accounting team members.
Provides proper investment accounting treatment of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.
Provides technical research on new and existing general account investments
Resolves discrepancies and take actions on matters and inquires on General Account Invested Assets from portfolio management and multiple asset managers.
Supports an effective function for his/her assigned area(s) by identifying risks; researching technical investment accounting issues; and gathering all necessary information.
Supports the preparation of industry and governmental surveys for area(s) of responsibility.
Qualification
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Required
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
3-5 years Prior experience working in investment accounting or accounting systems is needed
Technical knowledge in investment accounting and investment operations
Knowledge of Treasury Operations and relation to Investment Accounting
Demonstrates strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions.
Demonstrates strong relationship management skills with internal clients (e.g. management, peers and colleagues) and external parties (asset managers, reinsurers, other external partners); proven ability to develop collaborative approaches.
Demonstrates ability to identify and recommend processes improvements.
Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Successfully completes regulatory and job training requirements
Preferred
Insurance Industry or Financial Services preferred
CPA / CFA Preferred but not required.
Benefits
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
Company
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
H1B Sponsorship
Lincoln Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (38)
2022 (49)
2021 (55)
2020 (32)
Funding
Current Stage
Late StageLeadership Team
Adam Wilson
vice president of strategic partnerships, vendor and platform management
Ellen Cooper
Chief Investment Officer & Executive Vice President
Recent News
2024-05-06
2024-03-26
Philadelphia Business Journal
2023-12-19
Company data provided by crunchbase
