Financial Reporting Specialist - STAT

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.

• 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
• 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

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, People Soft, Workiva, Sovos Statutory Reporting(Wings)

• Travel Type:
  Regional Domestic
• Travel Amount: 0-10%

Final date to receive applications

Applications for this position will be accepted through November 30th, 2025, subject to earlier closure due to applicant volume.

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.

• 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…