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Lincoln Financial
Lincoln Financial
ConsultingFinanceLegal
Lincoln Financial presents career opportunities across actuarial, finance, legal, and customer service functions within the financial and professional services sectors. Its hiring information emphasizes applicant privacy, equal employment opportunity, and clear recruitment procedures, including guidance to help candidates recognize and avoid recruitment scams. Prospective applicants can review open roles and application details through the company’s careers channel.
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Senior Associate Financial Reporting Analyst

Prepare statutory financial statements, reconciliations, and regulatory filings for Lincoln Financial’s insurance and retirement businesses. Support accounting close, SOX controls, and reporting process improvements.

USUnited StatesPAPennsylvania
$66,750 – $106,800 / year
RemoteFull-timeSeniorEnglish RequiredBusiness Intelligence Analyst

Description

  • Prepare and analyze financial statements and supporting schedules in line with accounting and reporting calendars.
  • Take part in the accounting close, including journal entries and account reconciliations.
  • Analyze consolidated and business unit financial results.
  • Provide ongoing support to business unit teams and other partners.
  • Track current and emerging developments and evaluate their impact.
  • Work with management to apply trends and developments to solutions.
  • Research reporting issues related to accounting principles, standards, NAIC rules, and other regulations.
  • Prepare, review, and file quarterly and annual statutory NAIC statements and regulatory filings.
  • Contribute to organizational, change management, departmental, and enterprise initiatives.
  • Recommend and communicate process changes that reduce workload or improve quality.
  • Help coordinate SOX, MAR, and regulatory testing of key controls.
  • Prepare or review internal management reports.

Requirements

  • Bachelor’s degree or equivalent work experience; an accounting degree is preferred.
  • At least 1 year of experience in financial analysis or reporting related to the role; 3 or more years may be relevant.
  • CPA certification is preferred but not required.
  • Strong written and verbal communication skills.
  • Ability to work collaboratively in a team environment.
  • Ability to identify and recommend process improvements.
  • Ability to meet deadlines with a sense of urgency.
  • Strong organization, prioritization, and multitasking skills, with close attention to detail.
  • Sound judgment and discretion when handling confidential information.
  • Proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
  • Insurance or financial services experience is preferred.
  • Experience with Hyperion Essbase, SAP Business Objects, PeopleSoft, Workiva, or Sovos Statutory Reporting (Wings) is preferred.

Benefits

  • Defined career tracks and job levels.
  • Leadership development and virtual training opportunities.
  • Paid time off and parental leave.
  • 401(k) plan and employee benefits.
  • Complimentary financial counseling, health coaching, and employee assistance program.
  • Tuition assistance.
  • Flexible work arrangements.
  • Productivity and technology tools with training.
  • Eligibility for an annual incentive program, which is discretionary and performance based.
  • Long-term incentives may be available.
  • Sales incentives may be available.
  • Standard benefits package.

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