[Hiring] STAT Financial Reporting Analyst @Lincoln Financial

Role Description

As the STAT Financial Reporting Analyst you will play an important role in supporting the accuracy and integrity of the organization’s statutory financial reporting. You will analyze and prepare complex statutory financial statements, regulatory filings, and supporting schedules while applying your knowledge of statutory accounting principles and NAIC requirements. You will help prepare audited financial statements. You will also research technical accounting and regulatory matters, partner with internal and external stakeholders, and help ensure reporting requirements are met accurately and effectively.

• Prepares and/or reviews more complex quarterly and annual Statutory NAIC financial statements, supporting schedules, and other regulatory filings.
• Reviews, analyzes, and reports on more complex statutory financial statements and supporting schedules in accordance with accounting and reporting calendars.
• Participates in the accounting close, including the preparation and review of more complex journal entries, account reconciliations, and statutory reporting adjustments.
• Conducts more complex financial analysis by legal entity in partnership with internal business team.
• Identifies and researches more complex reporting issues arising from the application of statutory accounting principles, NAIC guidance, and other regulatory requirements, and assesses their applicability to assigned areas of responsibility.
• Provides more complex support with the coordination of MAR control and regulatory testing to comply with key controls developed for the group.
• Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

Qualifications

• 3+ years of experience in financial reporting, accounting, or financial analysis that directly aligns with the specific responsibilities of this role, including statutory reporting experience.
• Bachelor's degree or equivalent work experience.
• Working knowledge of statutory accounting principles, NAIC reporting requirements, and insurance financial reporting.
• Strong analytical skills, sound judgment, and close attention to detail, with the ability to research and communicate complex reporting matters.
• Effective verbal and written communication skills, the ability to work collaboratively, and the ability to adapt quickly while meeting reporting deadlines in a changing work environment.

Requirements

• CPA or CPA Eligibility Certification (Nice-to-Haves).

Benefits

• 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.