Financial Operations Specialist

4 weeks ago


Boise, Idaho, United States Lincoln Financial Group Full time

Job Summary

This role provides coordination of financial operations for Lincoln's insurance company separate accounts and Lincoln fund of funds trade operations.

The ideal candidate will serve as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for assigned area(s) of responsibility.

Key Responsibilities

  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions
  • Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility
  • Identifies and recommends process improvements that significantly reduce workloads or improve quality within assigned area(s) of responsibility
  • Contributes to the strategy development of the Separate Account Financial Operations functional areas
  • Assists the Manager in developing the Separate Account Financial Operations organizational goals, objectives, and operating procedures. Implements into production
  • Designs and implements effective internal control processes and procedures to ensure accurate separate account financial reporting and compliance with federal securities laws
  • Other duties and tasks as assigned by management.

Requirements

  • Bachelor's degree in accounting
  • A minimum of 3 years of accounting, financial reporting/analysis experience in mutual fund, insurance, or public accounting environment
  • Mutual fund and strong investment knowledge preferred
  • Working knowledge of general ledger and fund accounting systems
  • Proficiency in Microsoft Office applications/Macro experience preferred
  • Candidate must have strong leadership skills, and excellent oral and written communication skills
  • Must be technically savvy and have strong financial analysis skills
  • Must be able to balance multiple priorities and to communicate with all levels of staff in the organization

What We Offer

  • 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
  • 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

Pay Range

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.



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