We are seeking a highly skilled Derivatives Analyst to join our Investment Accounting and Reporting Team at Lincoln Financial Group. As a key member of our team, you will be responsible for providing timely and accurate investment reporting with a focus on derivatives for the General Account Invested Assets on a Statutory, GAAP (specifically SEC reporting), Management and Tax basis.

• Prepare and reconcile financial statements, footnotes, and supporting schedules according to the investment accounting close calendar in accordance with GAAP and STAT accounting principles.
• Prepare tie outs for supporting schedules and footnotes related to derivatives.
• Assist with the investment accounting close, including the preparation and analysis of journal entries and account reconciliations for assigned areas of responsibility primarily focused on derivatives.
• Prepare monthly Statutory Reporting templates for Schedule DB and reconcile P&L activity.
• Support an effective function for assigned areas by identifying risks, researching technical investment accounting issues, and strategizing implementation of complex technical accounting, reporting, and transactional matters.
• Communicate identified risks and financial implications to management and document conclusions reached in accordance with relevant accounting literature.
• Support in assessing quarterly analytics and internal management reports/requests by conducting and communicating financial analysis on consolidated and business unit results.
• Assist in the preparation of industry and governmental surveys.
• Review, reconcile, track, and provide feedback to third-party service providers on deliverable reporting support received.
• Resolve discrepancies and take actions on matters and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers.
• Collaborate effectively with team members and applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process.

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required.
• 5+ Years of experience in accounting, securities or financial reporting that directly aligns with the specific responsibilities for this position.
• Prior experience working in investment accounting or accounting systems is needed.
• Prior audit experience preferred.
• Technical knowledge in investment accounting.
• Demonstrates strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions.
• Demonstrates strong relationship management and communication skills with internal clients (e.g. management, peers and colleagues) and external parties (asset managers, reinsurers, other external partners); proven ability to develop collaborative approaches.
• Demonstrates ability to identify and recommend processes improvements.
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Successfully completes regulatory and job training requirements.

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at https://www.lincolnfinancial.com/

• Clearly defined career tracks and levels to help you successfully manage your career.
• 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.

Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.