Lincoln Financial Group Hiring for Specialist, Financial Reporting at Madison, Wisconsin Full Time

Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 73623

General Purpose of Job

This position will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of Financial Reporting responsibility.They will be responsible for preparing, analyzing and reporting on activities associated with accounting principles and standards, and financial statements.

The Role at a Glance

As a Specialist, Financial Reporting (Statutory), you will be responsible for preparing, analyzing and reporting on activities associated with Statutory accounting principles and standards, and financial statements. This position will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of assigned areas in Statutory Financial Reporting.

What you’ll be doing

• Prepare, analyze and report on financial statements and supporting schedules according to the accounting and reporting calendars.

• Conduct financial analysis on consolidated and business unit results, including providing ongoing support for the business unit teams and our various other partners as needed.

• Participate in accounting close activities, including the preparation of journal entries and account reconciliations.

• Maintain knowledge on current and emerging developments/trends for assigned areas of responsibility, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions.

• Identify and research reporting issues arising from application of accounting principles and standards and rules and regulations of the NAIC and other regulators and assess their applicability.

• Preparation, review and filing of quarterly and annual NAIC financial statements and other regulatory filings.

• Promote and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned areas of responsibility.

• Identify and communicate to management process improvements that reduce workloads or improve quality for assigned areas of responsibility.

• Perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of assigned areas of responsibility.

• Provides support with the coordination of SOX, MAR and regulatory testing to comply with key controls developed for the group.

• Preparation and/or review of internal management reporting.

What we’re looking for

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

• Experience working with Hyperion Essbase, SAP Business Objects, PeopleSoft, Workiva, Sovos Statutory Reporting

Application Deadline

Applications being accepted until 12/31/24

What’s it like to work here?

At Lincoln Financial Group, 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.

What’s in it for you:

• 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 (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

• 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

The pay range for this position is $53,500 – $92,500 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience_page_id=1422918942386) 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.

Follow us on Facebook (http://www.facebook.com/lincolnfinancialgroup) , X (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (https://www.instagram.com/lincolnfingroup/) . For the latest company news, visit our newsroom (https://www.lincolnfinancial.com/public/aboutus/newsroom) .

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln’s fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify (https://www.e-verify.gov) notices.

Este Empleador Participa en E-Verify. Ver el E-Verify (https://www.e-verify.gov/es) avisos.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.