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Role Description

We are excited to bring on a Regulatory GAAP and Statutory Investment Reporting Analyst to support the Investment Accounting and Reporting Team. 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. This opportunity will provide a work from home/remote work environment.

• Provide timely and accurate investment reporting for the General Account Invested Assets on a Statutory, GAAP (specifically SEC reporting), Management and Tax basis.
• Assist with performing and documenting SOX investment controls.
• Perform investments research, analysis and ad hoc internal reporting of Lincoln’s investment positions.
• Lead team projects related to investment strategic initiatives, team process improvements/efficiencies, and investment reporting system enhancements and developments.
• Build relationships and work closely with various business areas and key stakeholders to achieve operational, system and project objectives.

Qualifications

• 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.
• 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.
• Ability to identify and recommend process improvements.
• Successfully completes regulatory and job training requirements.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).

Requirements

• Prior external audit experience in the insurance industry strongly desired.

Benefits

• Clearly defined career tracks and job levels.
• 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.