AVP, Financial Reporting

Lincoln Financial; Radnor (Delaware County); Hybrid; USD 127,500 - 232,300; Full time

Benefits offered by this job

PTO/ parental leave

Competitive 401K and benefits

Free financial counseling and EAP

Tuition assistance

Leadership development training

Job summary

Lincoln Financial is seeking an AVP of Financial Reporting within the FAO team to lead regulatory reporting for registered mutual funds and drive departmental strategy. You will oversee a team delivering complex financial reporting, ensure accuracy and compliance, and partner with Investor Relations, Legal and auditors to support disclosures and filings.

The role requires 10+ years in financial reporting/fund accounting and leadership, with CPA preferred.

Qualifications

• Open-end and closed-end mutual funds regulatory reporting experience.
• Experience with AICPA Audit and Accounting guidance, Reg S-X, N-1A and N-2 disclosures.
• Experience with third‑party administrator and independent auditors.
• Experience preparing board materials and interacting with Mutual Fund Boards.
• Budget analysis and allocation methodologies for mutual funds.
• 3+ years of managerial or leadership experience with senior stakeholders.
• 4-year Bachelor’s degree or equivalent work experience.

Responsibilities

• Develop and execute regulatory reporting strategies for mutual funds.
• Lead a team delivering highly complex financial reporting for management.
• Direct development of accurate, timely financial reporting information.
• Oversee and refine financial reporting policies and procedures.
• Advise stakeholders on key financial reporting trends and insights.
• Stay current on regulatory developments and adapt strategies accordingly.
• Direct and contribute to enterprise‑level complex projects.
• Manage budgets and expenses for responsible areas.
• Champion change management and process improvements.
• Provide training and develop talent within the team.

Skills

Financial Reporting

Fund Accounting

AICPA guidance

Third-party administrator

Board materials

Mutual Fund budgets

Leadership

Project management

Relationship management

Process improvement

Collaboration

Microsoft Office

AI tools (Copilot/Claude)

Education

Bachelor's degree or equivalent

CPA license preferred

Tools

Microsoft Office

Job description

Alternate Locations

Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)

Work Arrangement

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance

is not available for this opportunity.

Requisition #: 76319

The Role at a Glance

The AVP Financial Reporting role within the Fund Administration and Operations Team (FAO) provides leadership, direction and functional expertise to ensure departmental results for Lincoln’s Registered Mutual Funds. They will also contribute to the development of Financial Reporting departmental strategy and ensure that key information is delivered in a clear, concise and actionable way.

What You'll Be Doing

• Responsible for strategy development and execution for regulatory reporting processes including second level review of financial statements for both open-ended and closed-ended mutual funds in addition to supporting Investor Relations, Legal and other departments with earnings releases, Proxy statements and other relevant documents.
• Provides leadership to a team that provides highly complex financial reporting for management.
• Provides leadership and direction on complex financial reporting activities and processes, including directing the development of sufficient, accurate and reliable complex information to support data driven decision making
• Oversee and develop financial reporting policies and procedures.
• Advises and provides subject matter expertise to management and applicable stakeholders on key financial reporting information and identified trends for their 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 senior management to incorporate new trends and developments in current and future strategies.
• Directs the highly complex analysis and validation of financial reporting to ensure information is sufficient, compliant, accurate and reliable.
• Identifies, recommends and implements opportunities to make the highly complex financial reporting processes more efficient and achieve balance of timeliness and precision.
• Directs and/or participates in departmental or enterprise wide complex projects assigned by providing stakeholders with actionable and valuable complex financial reporting information to enable decision-making that results in successful outcomes.
• Develops and/or manages budget/expenses for their assigned area(s) of responsibility.
• Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Identifies and directs strategic process improvements that significantly reduce workloads or improve quality across the team, department and/or business unit for assigned area(s) of responsibility.
• Provides subject matter expertise to team members and internal/external stakeholders on complex assignments/projects for their assigned area(s) of responsibility.
• Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent.
• Directs, establishes and implements priorities, performance goals and objectives to ensure departmental results for their assigned area(s) of responsibility.
• Directs and evaluates departmental performance and takes appropriate action to meet and/or exceed performance standards for assigned area(s) of responsibility.
• Provides strategic leadership and direction to continually improve the capability and results for their assigned area(s) of responsibility.
• Directs/executes approved strategy decisions and contributes to strategy creation for assigned area(s) of responsibility.

What We’re Looking For

• 10+ Years of experience in Financial Reporting and/or Fund Accounting that aligns with the regulatory requirements of both open-end and closed-end funds
• Experience with AICPA Audit and Accounting uide, Reg S-X, N1-A and N-2 disclosure requirements
• Experience working with a third‑party administrator and independent audit firms
• Experience with preparing board materials and interaction with Mutual Fund Boards
• Experience with Mutual Fund budgets including analysis of budget assumptions and various allocation methodologies
• 3+ Years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management/critical stakeholders experience
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
• CPA license is preferred
• Experience with Microsoft Co‑Pilot or Claude is encouraged
• Demonstrated ability to identify, develop and implement process improvements.
• Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
• Demonstrates strong interpersonal skills with a collaborative style.
• Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time‑sensitive environment, under pressure, and meeting deadlines.
• Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Application Deadline

Applications for this position will be accepted through September 25th, 2026 subject to earlier closure due to applicant volume.

What’s it like to work here?

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:

• 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

The pay range for this position is $127,500 - $232,300 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.

About The Company

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.

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability.

Be Aware of Fraudulent Recruiting Activities

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e‑mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in‑person interview. Please contact Lincoln's fraud team at [e-mail] if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

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 or candidate profiles submitted through our web site or to personal e‑mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 [phone].

This Employer Participates in E-Verify. See the E-Verify notices.

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