Lead Accountant, Financial Reporting - Statutory

Lincoln Financial in Fuquay Varina, NC

  • Industry: Accounting - Accounting Management
  • Type: Full Time
  • Compensation: $81,320.00 - 181,590.00 / Year*
position filled
Alternate Locations: Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #61775

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas Life Insurance, Annuities, Retirement Plan Services and Group Protection focus on supporting, preserving and enhancing over 17 million customer s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


This position will consult/analyze and deliver on more complex assignments/projects for his/her assigned area(s) of Statutory Financial Reporting responsibility. This position will also act as a resource to applicable internal/external stakeholders. This position will be responsible for the preparation and/or review of more complex financial statements and providing technical accounting research.

  • Reviews, analyzes and reports on more complex financial statements and supporting schedules according to the accounting and reporting calendars.
  • Conducts more complex financial analysis on consolidated and business unit results, including providing ongoing support for the business unit teams and our various other partners as needed.
  • Review more complex financial statements on a monthly/quarterly basis in comparison to prior periods and forecast results and expected results.
  • Preparation and/or reviews more complex quarterly and annual NAIC and other regulatory filings.
  • Participates in accounting close including the preparation of more complex journal entries and account reconciliations.
  • Consults/Analyze on more complex assignments and/or projects for his/her assigned area(s) of responsibility.
  • Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for his/her assigned area(s) of responsibility.
  • 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.
  • Stays abreast of existing and emerging financial accounting and reporting principles, assessing their applicability.
  • Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Identifies and recommends process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility.
  • Identify and research more complex reporting issues arising from application of accounting principles and standards and rules and regulations of other regulators.
  • Provides more complex support with the coordination of SOX, MAR and regulatory testing to comply with key controls developed for the group.
  • 4 Year/Bachelor's degree in a relevant field (Minimum Required)
  • 3 - 5+ Years of experience in Financial Analysis that directly aligns with the specific responsibilities for this position (Required)
  • CPA Preferred
This position may be subject to Lincoln s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group ( LFG ) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-###-####.


* Estimated salary

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