Senior Director, Financial Reporting

Financeroles; Radnor (Delaware County); Hybrid; USD 135,000 - 217,000; Full time

Benefits offered by this job

PTO/Parental leave

401K & benefits

Leadership development

Tuition assistance

Financial counseling

Work life balance

Productivity tools

Job summary

Lincoln Financial seeks a Senior Director, Financial Reporting for its FAO team to lead regulatory filings for the Lincoln Funds. You will coordinate with internal and external parties and direct preparation of board materials.

Role requires strong GAAP knowledge, leadership, and coordination with auditors, with a hybrid work arrangement (3 days in Lincoln offices) and relocation not provided. Salary range includes bonus potential and total rewards.

Qualifications

Responsibilities

• Provide direction to staff in regulatory filings, distribute work, train and review workloads to meet tight deadlines.
• Research accounting guidance for Lincoln Funds products and initiatives.
• Ensure compliance with Investment Company Act of 1940, GAAP, and securities laws.
• Collaborate with External Auditor to finalize financials and disclosures.
• Oversee internal partners (Legal, Compliance, Fund Management) and include regulatory information in shareholder reports.
• Assist in preparation and review of Fund Administration Board Materials.
• Stay current with market developments affecting the Funds and Lincoln.
• Drive process improvements and lead cross-functional projects for efficiency.
• Lead change management and strategic initiatives within the department.

Skills

Regulatory financial reporting

Leadership / management

GAAP knowledge

Stakeholder management

Project management

Communication

Microsoft Office

Education

Bachelor's degree or equivalent

CPA license preferred

Tools

Microsoft Office

Job description

The Role at a Glance

The Senior Director, Financial Reporting role within the Fund Administration and Operations Team (FAO) provides leadership and direction for the Lincoln Funds to successfully complete required SEC filings. This requires a high level of coordination with many internal and external parties at various levels. This position will also provide oversight and direction for the preparation of Board Materials.

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 #:76597

What you’re doing

• Provide direction to staff members in the completion of regulatory filings. This includes distributing work to staff, providing training and guidance, review of work performed and monitoring staff workloads to ensure successful completion of work given stringent timeframes.
• Research accounting guidance for newly developed products and company initiatives related to Lincoln Funds.
• Assure fund administration compliance with the Investment Company Act of 1940 as well as the Securities Acts of 1933 and 1934 and applicable Generally Accepted Accounting Principles (GAAP).
• Work closely with External Auditor in completing financials, formulating new/updating existing disclosures and as a point of escalation with sub-advisers and Fund Accountant in obtaining audit evidence to ensure final opinions.
• Provide oversight and guidance of internal parties such as Legal, Compliance and Fund Management, with the presentation and inclusion of regulatory financial information contained in the shareholder reports.
• Assist with the preparation of and review of Fund Administration Board Materials.
• Maintain a working knowledge of strategic investment market activities and industry pronouncements and their impact on the Funds as well as Lincoln.
• Stay current with technological innovations, updating administration capabilities and capacity in a cost effective and efficient fashion.
• Direct and/or participate in departmental or enterprise-wide complex projects assigned by providing stakeholders with actionable and valuable financial reporting information to enable decision-making that results in successful outcomes.
• Direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned areas of responsibility.
• Assist in identifying and direct strategic process improvements that significantly reduce workloads or improve quality across the team, department and/or business unit for assigned areas of responsibility.
• Direct, establish and implement priorities, performance goals and objectives to ensure departmental results for their assigned areas of responsibility.
• Direct and evaluate departmental performance and take appropriate action to meet and/or exceed performance standards for assigned areas of responsibility.
• Provide strategic leadership and direction to continually improve capability and results for their assigned areas of responsibility.
• Ensure that top talent is hired and retained for their assigned areas of responsibility.

What we’re looking for

• 5-7+ Years of experience in Financial Reporting and/or Fund Accounting that aligns with the regulatory requirements of open-end funds is required.
• Experience with AICPA Audit and Accounting guide, Reg S-X, N1-A and N-2 disclosure requirements is required.
• Experience working with a third-party administrator and independent audit firms is required.
• Experience with preparing board materials and interaction with Mutual Fund Boards is preferred.
• Experience with Mutual Fund budgets including analysis of budget assumptions and various allocation methodologies is preferred.
• 2+ Years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management/critical stakeholders experience is preferred.
• 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 November 10th, 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 andleadership 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$135,375 - $216,600with 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.

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.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.