AVP, Financial Reporting

Lincoln Financial Group; Radnor (Delaware County); On-site; USD 150,000 - 230,000; Full time

Job summary

Lincoln Financial Group is seeking an AVP of Financial Reporting to lead the Fund Administration and Operations Team in delivering regulated financial statements for Registered Mutual Funds. You will guide strategy, develop reliable reporting processes, and provide expert guidance to senior management.

The role requires 10+ years in financial reporting and strong leadership, with CPA preferred. You will oversee budgeting, vendor relations, and cross-functional collaboration to ensure timely,

Qualifications

• 10+ years of experience in Financial Reporting and/or Fund Accounting for open-end and closed-end funds.
• Experience with AICPA Audit and Accounting Guide, Reg S‑X, N‑1A and N‑2 disclosure requirements.
• Experience with third-party administrator and independent audit firms.
• Experience with preparing board materials and interacting with Mutual Fund Boards.
• Experience with Mutual Fund budgets including analysis of budget assumptions and allocation methodologies.
• 3+ years of managerial or supervisory leadership.
• CPA license preferred.
• Strong relationship-management skills with internal clients and stakeholders.
• Proven ability to identify and implement process improvements.

Responsibilities

• Develop and execute strategy for regulatory reporting processes and related financial statements.
• Provide leadership to a team delivering complex financial reporting for management.
• Direct development of accurate, timely, and reliable financial information for decision-making.
• Oversee financial reporting policies and procedures.
• Advise management and stakeholders on key reporting information and trends.
• Lead process improvements to balance timeliness and precision.
• Guide budgets and cost management for the assigned area.
• Participate in enterprise-wide projects delivering actionable reporting insights.

Skills

Leadership

Relationship management

Project management

Collaborative mindset

Interpersonal skills

Strategic thinking

Influence

Mentoring/development

Education

4-year degree or equivalent

CPA license preferred

Tools

Excel

PowerPoint

Outlook

Microsoft Office

Microsoft Copilot

Claude

Job description

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 supplies 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.
• Oversees and develops 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 areas of responsibility.
• Maintains knowledge on current and emerging developments/trends for assigned areas 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 a balance of timeliness and precision.
• Directs and/or participates in departmental or enterprise‑wide complex projects assigned, 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 areas of responsibility.
• Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned areas 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 areas of responsibility.
• Provides subject‑matter expertise to team members and internal/external stakeholders on complex assignments/projects for their assigned areas 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 areas of responsibility.
• Directs and evaluates departmental performance and takes appropriate action to meet and/or exceed performance standards for assigned areas of responsibility.
• Provides strategic leadership and direction to continually improve the capability and results for their assigned areas of responsibility.
• Directs/executes approved strategy decisions and contributes to strategy creation for assigned areas 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 Guide, Reg S‑X, N‑1A and N‑2 disclosure requirements.
• Experience working with a third-party administrator and independent audit firms.
• Experience with preparing board materials and interacting 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.
• 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.
• Strong relationship‑management skills with internal clients (e.g., senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
• Strong interpersonal skills with a collaborative style.
• Strong project‑management leadership skills, including the ability to coordinate and balance multiple projects in a time‑sensitive environment, under pressure, and meet 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.

Equal Employment Opportunity

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