Regulatory GAAP and Statutory Investment Reporting Analyst

What you'll be doing

You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.

You will specifically be responsible for the investment disclosures for LFG’s SEC (10K and 10Q Investment related footnotes and disclosures) and Statutory reporting (including blue book and green book schedules, footnotes, general interrogatories etc.).

• You will provide accounting information on fixed income and other investments for existing and developing investment strategies for compliance with accounting / reporting regulations.
• You will resolve discrepancies and take actions on matters and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers.
• You will support an effective function for your assigned area by identifying risks, researching technical investment accounting issues, and gathering all necessary information.

You will communicate identified risks and financial implications to management.

• You will collaborate effectively with team members and applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process.
• You will remain current in professional and industry trends and make a positive contribution by making suggestions for improvement, and learning new skills, processes and procedures.
• Maintains knowledge on current and emerging developments / trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.

What we’re looking for

• 4 Year / Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
• Prior experience working in investment accounting or accounting systems is needed #
• 5+ Years of experience in accounting, securities or financial reporting that directly aligns with the specific responsibilities for this position
• 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 skills with internal clients ( 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.

What’s it like to work here? At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives.

Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What’s in it for YOU :

A clearly defined career framework to help you successfully manage your career

Leadership development and virtual training opportunities

PTO / parental leave

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

Pay Range : $65,700 - $118,300 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.