Financial Reporting Specialist

Lincoln Financial

Financial Reporting Specialist preparing and analyzing financial statements for Lincoln Financial. Collaborating with teams to support accounting principles and ensuring compliance with regulations.

Posted 7/31/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesJunior💰 $55,700 - $100,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis and reporting, with a strong focus on preparing and filing Statutory NAIC financial statements and ensuring compliance with regulatory standards. Proficient in identifying process improvements and collaborating effectively within a team environment.

Highest-signal resume keywords

Financial AnalysisStatutory NAIC ReportingProcess ImprovementMicrosoft Office SuiteCPA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement PreparationJournal Entry PreparationAccount ReconciliationRegulatory ComplianceFinancial Reporting

Soft Skills

Strong Communication SkillsTeam CollaborationOrganizational SkillsAttention to DetailSense of Urgency

Certifications & Qualifications

CPABachelor's Degree in Accounting

Industry Keywords

NAICSOXMARChange ManagementAccounting Principles

About the role

Key responsibilities & impact

Preparing, analyzing and reporting on financial statements and supporting schedules according to the accounting and reporting calendars.
Participating in accounting close including the preparation of journal entries and account reconciliations.
Conducting financial analysis on consolidated and business unit results, including providing ongoing support for the business unit teams and our various other partners as needed.
Maintaining knowledge on current and emerging developments/trends for assigned areas of responsibility, assessing the impact, and collaborating with management to incorporate new trends and developments in current and future solutions.
Identifying and researching reporting issues arising from application of accounting principles and standards and rules and regulations of the NAIC and other regulators and assessing their applicability.
Preparing, reviewing, and filing quarterly and annual Statutory NAIC financial statements and other regulatory filings.
Promoting and enhancing organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned areas of responsibility.
Identify and communicating to management process improvements that reduce workloads or improve quality for assigned areas of responsibility.
Performing and delivering on routine assignments/projects while simultaneously leveraging and applying knowledge of assigned areas of responsibility.
Providing support with the coordination of SOX, MAR and regulatory testing to comply with key controls developed for the group.
Preparing and/or reviewing of internal management reporting.

Requirements

What you’ll need

4 Year/Bachelor's degree or equivalent work experience
Degree in Accounting preferred
1 - 3+ Years of experience in Financial Analysis or Reporting that aligns with the specific responsibilities for this position
CPA preferred, not required
Confident, 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
Demonstrate 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)

Benefits

Comp & perks

Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
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
Work arrangements that work for you
Effective productivity/technology tools and training