Regulatory GAAP & Statutory Investment Reporting Analyst

Lensa; Salt Lake City (UT); Remote; USD 69,000 - 125,000; Full time

Job summary

A leading company in financial services seeks a Regulatory GAAP and Statutory Investment Reporting Analyst to join their Investment Accounting and Reporting Team. This role offers a remote work environment and entails investment reporting, project management, and close collaboration with key stakeholders across the organization. Ideal candidates will carry a Bachelor's degree, possess extensive experience in investment accounting, and exhibit strong problem-solving and organizational skills.

Benefits

Competitive 401K and employee benefits

Free financial counseling and health coaching

Tuition assistance program

Leadership development opportunities

Qualifications

• 5+ years of experience in investment accounting and reporting.
• Technical knowledge in investment accounting and reporting systems.
• Ability to lead and manage team projects.

Responsibilities

• Provide timely reporting of General Account Invested Assets under applicable statutes.
• Serve as project manager for investment accounting-related projects.
• Collaborate with internal business areas for effective communication.

Skills

Problem-solving

Critical thinking

Organizational skills

Relationship management

Attention to detail

Technical knowledge

Education

4 Year/Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

Job description

Regulatory GAAP & Statutory Investment Reporting Analyst

Regulatory GAAP & Statutory Investment Reporting Analyst

1 day ago Be among the first 25 applicants

Lensa partners with DirectEmployers to promote this job for Lincoln Financial Services.

Alternate Locations: Work from Home; Greensboro, NC (North Carolina)

Work Arrangement

Remote : Work at home employee

Relocation assistance: is not available for this opportunity.

Requisition #: 74707

The Role at a Glance

We are excited to bring on a Regulatory GAAP and Statutory Investment Reporting Analyst to support the Investment Accounting and Reporting Team. The Investment Accounting and Reporting team is a highly visible and dynamic team, where you will gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists of both hybrid and remote employees. This opportunity will provide a work from home/remote work environment.

Background Details

As a Regulatory GAAP and Statutory Investment Reporting Analyst, you will be responsible for providing timely and accurate investment reporting for the General Account Invested Assets on a Statutory, GAAP (specifically SEC reporting), Management and Tax basis and assisting with performing and documenting SOX investment controls. You will be responsible for performing investments research, analysis and ad hoc internal reporting of Lincoln’s investment positions to support strategic investment operations and initiatives. Additionally, this role will also lead team projects related to investment strategic initiatives, team process improvements/efficiencies, and investment reporting system enhancements and developments. You will build relationships and work closely with various business areas and key stakeholders to achieves operational, system and project objectives. If this sounds like a role for you, please read on!

What You'll Be Doing

• You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the investment disclosures for LFG’s SEC reporting (10K and 10Q Investment related footnotes and disclosures) and Statutory reporting (including blue book and green book schedules, footnotes, general interrogatories, supplemental interrogatories etc.).
• You will serve as a project manager for investment accounting and reporting related team projects.
• You will provide ad hoc accounting research and information on fixed income and other investments for existing and developing investment strategies to various internal business areas.
• You will support an effective function for your assigned area by identifying risks, researching technical investment accounting issues, and gathering all necessary information. You will communicate identified risks and financial implications to management. You will assist with performing and documenting certain SOX investment controls.
• You will resolve discrepancies and take actions on matters and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers.
• You will collaborate effectively with team members and applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process.
• You will remain current in professional and industry trends and make a positive contribution by making suggestions for improvement, and learning new skills, processes and procedures.
• You will maintain 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.
  
  

What We’re Looking For

Must have experience (Required):

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 5+ Years of experience in investment accounting and reporting or financial reporting that directly aligns with the specific responsibilities for this position.
• Technical knowledge in investment accounting and reporting, including prior experience working in investment accounting systems.
• Strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions.
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Ability to lead and manage team projects through successful completion.
• Strong relationship management skills with internal clients (e.g. management, peers and colleagues) and external parties (auditors, regulators, asset managers, reinsurers, other external partners); proven ability to develop collaborative approaches.
• Ability to identify and recommend process improvements.
• Successfully completes regulatory and job training requirements.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
  
  

Nice To Have Experience (Preferred)

• Prior external audit experience in the insurance industry strongly desired.
  
  

Application Deadline

Applications for this position will be accepted through August 1, 2025, 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 (https://www.lincolnfinancial.com/public/aboutus/careers/lifeatlincoln#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 $69,000 - $124,600 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 (https://www.lincolnfinancial.com/public/aboutus/companyoverview/ourvalues/diversityinclusion) 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.

Follow us on Facebook (https://www.facebook.com/lincolnfinancial/) , X (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/lincolnfinancial/) , Instagram (https://www.instagram.com/lincolnfinancial/) , and YouTube (https://www.youtube.com/@Lincoln_Financial) . For the latest company news, visit our newsroom (https://www.lincolnfinancial.com/public/aboutus/newsroom) .

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

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 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify (https://www.e-verify.gov) notices.

Este Empleador Participa en E-Verify. Ver el E-Verify (https://www.e-verify.gov/es) avisos.

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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

If you have questions about this posting, please contact [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research, Analyst, and Information Technology

• Industries

  IT Services and IT Consulting

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