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Financial Reporting Specialist

2 months ago

Fort Wayne, Indiana, United States Lincoln Financial Group Full time
About the Role

We are seeking a highly skilled Financial Reporting Specialist to join our team at Lincoln Financial Group. As a key member of our accounting and 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 various business units and consolidated results.
  • Conduct financial analysis and provide ongoing support to business unit teams and partners as needed.
  • Participate in accounting close activities, including journal entries and account reconciliations.
  • Maintain knowledge on current and emerging developments in accounting principles and standards, and assess their impact on our financial reporting.
  • 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.
  • 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 in Accounting or a related field.
  • Years of experience in Financial Analysis or Reporting that aligns with the specific responsibilities for this position.
  • CPA preferred, but not required.
  • Confident and 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.
  • 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).
What We Offer

At Lincoln Financial Group, we offer a competitive compensation package, including a base salary range of $53,500 - $92,500, and the opportunity to grow your career in a dynamic and supportive environment. We also offer a range of benefits, including PTO, parental leave, competitive 401(k) and employee benefits, free financial counseling, health coaching, and employee assistance program, tuition assistance program, and a leadership team that prioritizes your health and well-being.