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Lincoln Financial

Insurance, retirement, and financial services provider

STAT Financial Reporting Analyst

Financial AccountingUpdated on Nov 14
Full-time

About the Job

Requirements

  • At least 3 years of experience in financial reporting, accounting, or financial analysis directly aligned with the role, including statutory reporting experience.
  • A bachelor's degree or equivalent work experience.
  • Working knowledge of statutory accounting principles, NAIC reporting requirements, and insurance financial reporting.
  • Strong analytical skills, sound judgment, and close attention to detail, with the ability to research and communicate complex reporting matters.
  • Effective verbal and written communication skills and the ability to work collaboratively and adapt quickly while meeting reporting deadlines in a changing work environment.

Responsibilities

  • Prepare and/or review complex quarterly and annual statutory NAIC financial statements, supporting schedules, and other regulatory filings.
  • Review, analyze, and report on complex statutory financial statements and supporting schedules in accordance with accounting and reporting calendars.
  • Participate in the accounting close, including preparing and reviewing complex journal entries, account reconciliations, and statutory reporting adjustments.
  • Conduct financial analysis by legal entity in partnership with internal business teams.
  • Identify and research reporting issues arising from statutory accounting principles, NAIC guidance, and other regulatory requirements, and assess their applicability to assigned areas of responsibility.
  • Support coordination of MAR control and regulatory testing to comply with key controls developed for the group.
  • Promote and enhance organizational initiatives by positively influencing and supporting change management and departmental or enterprise initiatives within assigned areas of responsibility.

Desired Qualifications

  • CPA or CPA Eligibility Certification.

About the Company

Lincoln Financial

Insurance, retirement, and financial services provider

Lincoln Financial Group offers life insurance, annuities, and retirement income products through its network of affiliated companies, and also provides securities and investment advisory services via affiliated broker-dealers. Its products combine insurance coverage or retirement-focused contracts with investment options, where customers fund premiums, choose subaccounts or riders, and receive benefits such as death benefits, living benefits, or guaranteed income in retirement. The company differentiates itself with a family of affiliated brands and distributors that coordinate life, annuity, and advisory products under one umbrella. Its goal is to help individuals and families protect loved ones, plan for retirement, and achieve financial security through integrated protection and investment solutions.

Company size
Not listed
Company stage
Not listed
Total funding
$128.8M
Headquarters
Radnor Township, Pennsylvania
Founded
1905

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