Lincoln Financial is hiring a Regulatory GAAP & Statutory Investment Reporting Analyst for the Investment Accounting and Reporting Team. In this role, you will be responsible for providing timely and accurate investment reporting for the General Account Invested Assets on a Statutory, GAAP, Management, and Tax basis, and assist with performing and documenting SOX investment controls.
What You'll Do
- Provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis, specifically for investment disclosures for SEC reporting (10K and 10Q) and Statutory reporting.
- Serve as a project manager for investment accounting and reporting related team projects.
- Provide ad hoc accounting research and information on fixed income and other investments for existing and developing investment strategies to various internal business areas.
- Support an effective function for your assigned area by identifying risks, researching technical investment accounting issues, and communicating findings to management.
- Assist with performing and documenting certain SOX investment controls.
- Resolve discrepancies and take actions on matters and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers.
- Collaborate effectively with team members and key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process.
- Remain current in professional and industry trends and make suggestions for improvement.
- Maintain knowledge on current and emerging developments/trends for assigned area(s) of responsibility.
What We're Looking For
- A 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
- 5+ Years of experience in investment accounting and reporting or financial reporting that directly aligns with the specific responsibilities for this position.
- Technical knowledge in investment accounting and reporting, including prior experience working in investment accounting systems.
- Strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions.
- Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
- Ability to lead and manage team projects through successful completion.
- Strong relationship management skills with internal clients and external parties; proven ability to develop collaborative approaches.
- Ability to identify and recommend process improvements.
- Successfully completes regulatory and job training requirements.
- Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
Nice to Have
- Prior external audit experience in the insurance industry strongly desired.
Technical Stack
- Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Team & Environment
The Investment Accounting and Reporting team is a highly visible and dynamic team, where you will gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists of both hybrid and remote employees.
Benefits & Compensation
- Compensation: $69,000 - $124,600 with anticipated pay for new hires between the minimum and midpoint of the range.
- 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.
Work Mode
This is a hybrid role, with locations including Work from Home and Greensboro, NC (North Carolina).
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.
