Regulatory GAAP & Statutory Investment Reporting Analyst

Regulatory Gaap & Statutory Investment Reporting Analyst

We are excited to bring on a Regulatory GAAP and Statutory Investment Reporting Analyst to support the Investment Accounting and Reporting Team. The Investment Accounting and Reporting team is a highly visible and dynamic team, where you will gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists of both hybrid and remote employees. This opportunity will provide a work from home / remote work environment.

As a Regulatory GAAP and Statutory Investment Reporting Analyst, you will be responsible for providing timely and accurate investment reporting for the General Account Invested Assets on a Statutory, GAAP (specifically SEC reporting), Management and Tax basis and assisting with performing and documenting SOX investment controls. You will be responsible for performing investments research, analysis and ad hoc internal reporting of Lincoln's investment positions to support strategic investment operations and initiatives. Additionally, this role will also lead team projects related to investment strategic initiatives, team process improvements / efficiencies, and investment reporting system enhancements and developments. You will build relationships and work closely with various business areas and key stakeholders to achieves operational, system and project objectives. If this sounds like a role for you, please read on!

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 reporting (10K and 10Q Investment related footnotes and disclosures) and Statutory reporting (including blue book and green book schedules, footnotes, general interrogatories, supplemental interrogatories etc.).

You will serve as a project manager for investment accounting and reporting related team projects.

You will provide ad hoc accounting research and information on fixed income and other investments for existing and developing investment strategies to various internal business areas.

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 assist with performing and documenting certain SOX investment controls.

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 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.

You will maintain 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.

Must have experience (Required) :

• 4 Year / Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 5+ Years of experience in investment accounting and reporting or financial reporting that directly aligns with the specific responsibilities for this position.
• Technical knowledge in investment accounting and reporting, including prior experience working in investment accounting systems.
• Strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions.
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Ability to lead and manage team projects through successful completion.
• Strong relationship management skills with internal clients (e.g. management, peers and colleagues) and external parties (auditors, regulators, asset managers, reinsurers, other external partners); proven ability to develop collaborative approaches.
• Ability to identify and recommend process improvements.
• Successfully completes regulatory and job training requirements.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).

Nice to have experience (Preferred) :

Applications for this position will be accepted through September 2, 2025, subject to earlier closure due to applicant volume.

At Lincoln Financial, 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 :

The pay range for this position is $69,000 - $124,600 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is 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.

Lincoln Financial (NYSE : LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and / or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.