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Financial Reporting Specialist

2 months ago

Wayne, Pennsylvania, United States Lincoln Financial Services Full time
About the Role

This position is responsible for performing and delivering routine assignments and projects while leveraging knowledge of assigned areas in Statutory Financial Reporting. The successful candidate will prepare, analyze, and report on activities associated with accounting principles and standards, and financial statements.

Key Responsibilities
  • 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 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.
  • Prepare, review, and file 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.
Requirements
  • 4 Year/Bachelor's degree or equivalent work experience. Degree in Accounting preferred.
  • 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).
Preferred Qualifications
  • Prior experience in insurance/financial services.
  • Experience working with Hyperion Essbase, SAP Business Objects, PeopleSoft, Workiva, Sovos Statutory Reporting.
About Lincoln Financial Group

Lincoln Financial Group is a leading provider of financial services, helping people plan, protect, and retire with confidence. We are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer.