Financial Reporting Specialist

17 hours ago


Denver, Colorado, United States Lincoln Financial Group Full time
Job Summary

This role will perform and deliver on routine assignments/projects while leveraging and applying knowledge of assigned areas in Statutory Financial Reporting.

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 our various 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.
  • Preparation, review and filing of 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.
  • Perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of assigned areas of responsibility.
  • Provides support with the coordination of SOX, MAR and regulatory testing to comply with key controls developed for the group.
  • Preparation and/or review of internal management reporting.
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


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