Financial Reporting Specialist

4 days ago

Annapolis, Maryland, United States Lincoln Financial Group Full time
Job Summary

We are seeking a highly skilled Financial Reporting Specialist to join our team at Lincoln Financial Group. As a key member of our financial reporting team, you will be responsible for preparing, analyzing, and reporting on financial statements and supporting schedules according to accounting and reporting calendars.

Key Responsibilities
  • Prepare and analyze financial statements and supporting schedules for statutory accounting purposes.
  • Conduct financial analysis on consolidated and business unit results, providing ongoing support to business unit teams and other partners as needed.
  • Participate in accounting close activities, including preparation of journal entries and account reconciliations.
  • Maintain knowledge on current and emerging developments in statutory accounting principles and standards, assessing their impact and collaborating 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 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 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 to 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.

We offer a competitive compensation package, including a base salary, annual incentive program, and long-term incentives. We also provide a comprehensive benefits package, including health insurance, 401(k) matching, and tuition assistance.

If you are a motivated and detail-oriented individual with a passion for financial reporting, we encourage you to apply for this exciting opportunity to join our team at Lincoln Financial Group.

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