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Financial Reporting Specialist
2 months ago
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 activities associated with accounting principles and standards.
Key Responsibilities- Financial Statement Preparation: Prepare and analyze financial statements and supporting schedules according to the accounting and reporting calendars.
- Financial Analysis: Conduct financial analysis on consolidated and business unit results, providing ongoing support for business unit teams and partners as needed.
- Accounting Close Activities: Participate in accounting close activities, including the preparation of journal entries and account reconciliations.
- Knowledge Management: Maintain knowledge on current and emerging developments/trends for assigned areas of responsibility, assess their impact, and collaborate with management to incorporate new trends and developments in current and future solutions.
- Reporting Issues: Identify and research reporting issues arising from the application of accounting principles and standards and rules and regulations of the NAIC and other regulators, and assess their applicability.
- Regulatory Filings: Prepare, review, and file quarterly and annual NAIC financial statements and other regulatory filings.
- Process Improvement: Identify and communicate process improvements that reduce workloads or improve quality for assigned areas of responsibility.
- Support and Coordination: Provide support with the coordination of SOX, MAR, and regulatory testing to comply with key controls developed for the group.
- Internal Reporting: Prepare and/or review internal management reporting.
- Education: 4-year/Bachelor's degree or equivalent work experience. Degree in Accounting preferred.
- Experience: Years of experience in Financial Analysis or Reporting that aligns with the specific responsibilities for this position.
- Professional Certifications: CPA preferred, not required.
- Communication Skills: Confident, comfortable communicator with strong written and verbal communication skills.
- Teamwork: Ability to work with others in a team environment.
- Problem-Solving: Ability to identify and recommend process improvements.
- Time Management: Demonstrates a sense of urgency and ability to meet deadlines.
- Organizational Skills: Demonstrate excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
- Confidentiality: Ability to use sound judgment and discretion regarding confidential information.
- Technical Skills: Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Industry Experience: Prior experience in insurance/financial services.
- Technical Skills: Experience working with Hyperion Essbase, SAP Business Objects, PeopleSoft, Workiva, Sovos Statutory Reporting.