Financial Reporting Specialist

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Preparing, analyzing, and reporting on financial statements and supporting schedules in accordance with the accounting and reporting schedules.

• Engaging in the accounting close process, which includes the creation of journal entries and account reconciliations.

• Performing financial analysis on consolidated and business unit results, and providing ongoing support to business unit teams and various partners as required.

• Staying informed about current and emerging trends and developments in assigned areas of responsibility, evaluating their impact, and collaborating with management to integrate new trends into current and future solutions.

• Identifying and investigating reporting issues that arise from the application of accounting principles, standards, and regulations of the NAIC and other governing bodies, while assessing their relevance.

• Preparing, reviewing, and submitting quarterly and annual Statutory NAIC financial statements along with other regulatory submissions.

• Supporting and promoting organizational initiatives by positively influencing and aiding change management and/or departmental and enterprise initiatives within assigned responsibilities.

• Identifying and communicating to management potential process improvements that can reduce workloads or enhance quality in assigned areas of responsibility.

• Executing and delivering on routine assignments and projects while effectively utilizing knowledge of assigned responsibilities.

• Assisting with the coordination of SOX, MAR, and regulatory testing to ensure compliance with key controls established for the group.

• Preparing and/or reviewing internal management reports.

⛳️ Requirements

• Bachelor's degree or equivalent work experience.

• Degree in Accounting is preferred.

• 1 - 3+ years of experience in Financial Analysis or Reporting relevant to the specific duties of this position.

• CPA designation is preferred but not mandatory.

• A confident and effective communicator with strong written and verbal skills.

• Ability to collaborate effectively within a team environment.

• Capability to identify and propose process enhancements.

• Demonstrates a sense of urgency and the ability to meet deadlines.

• Exhibits excellent organizational skills, with the ability to prioritize tasks and manage multiple responsibilities while maintaining a keen attention to detail.

• Ability to exercise sound judgment and discretion regarding confidential information.

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

🏝️ Benefits

• Clearly defined career paths and job levels, along with associated behaviors reflecting Lincoln's core values and leadership attributes.

• Opportunities for leadership development and virtual training.

• Paid time off and parental leave.

• Competitive 401K plan and employee benefits.

• Access to free financial counseling, health coaching, and an employee assistance program.

• Tuition assistance program.

• Flexible work arrangements.

• Effective productivity and technology tools and training.