STAT Financial Reporting Analyst

Lincoln Financial; Oregon; Ibrido; USD 75.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Leadership development

PTO/parental leave

Competitive benefits

Financial counseling

Tuition assistance

Flexible work arrangements

Productivity tools and training

Descrizione del lavoro

Lincoln Financial Group is seeking a STAT Financial Reporting Analyst to drive accurate statutory financial reporting, regulatory filings, and NAIC-compliant statements. You will prepare complex statements, participate in the close, and partner with stakeholders to ensure regulatory requirements are met.

You will conduct financial analysis by entity, research complex accounting matters, and support MAR controls. A remote work option is available, with competitive rewards and benefits.

Competenze

• Experience in financial reporting and statutory reporting.
• Knowledge of NAIC reporting requirements and statutory accounting.
• Ability to research and communicate complex reporting matters.

Mansioni

• Prepare/review complex quarterly and annual statutory NAIC financial statements and filings.
• Analyze and report on complex statutory statements with adherence to calendars.
• Participate in accounting close with journal entries and reconciliations.
• Conduct complex financial analysis by legal entity with business teams.
• Research reporting issues related to statutory accounting and regulatory rules.
• Support MAR control and regulatory testing to ensure key controls.
• Support change initiatives within the assigned area.

Conoscenze

Statutory reporting

Analytical skills

Regulatory knowledge

Verbal and written communication

Formazione

Bachelor's degree or equivalent work experience

Descrizione del lavoro

Alternate Locations

• Work from Home

Work Arrangement

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Role at a Glance

As the STAT Financial Reporting Analyst you will play an important role in supporting the accuracy and integrity of the organization’s statutory financial reporting. You will analyze and prepare complex statutory financial statements, regulatory filings, and supporting schedules while applying your knowledge of statutory accounting principles and NAIC requirements. You will help prepare audited financial statements. You will also research technical accounting and regulatory matters, partner with internal and external stakeholders, and help ensure reporting requirements are met accurately and effectively.

What you'll be doing

• Prepares and/or reviews more complex quarterly and annual Statutory NAIC financial statements, supporting schedules, and other regulatory filings.
• Reviews, analyzes, and reports on more complex statutory financial statements and supporting schedules in accordance with accounting and reporting calendars.
• Participates in the accounting close, including the preparation and review of more complex journal entries, account reconciliations, and statutory reporting adjustments.
• Conducts more complex financial analysis by legal entity in partnership with internal business team.
• Identifies and researches more complex reporting issues arising from the application of statutory accounting principles, NAIC guidance, and other regulatory requirements, and assesses their applicability to assigned areas of responsibility.
• Provides more complex support with the coordination of MAR control and regulatory testing to comply with key controls developed for the group.
• Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

What we’re looking for

Must-Haves

• 3+ years of experience in financial reporting, accounting, or financial analysis that directly aligns with the specific responsibilities of this role, including statutory reporting experience
• Bachelor's degree or equivalent work experience
• Working knowledge of statutory accounting principles, NAIC reporting requirements, and insurance financial reporting
• Strong analytical skills, sound judgment, and close attention to detail, with the ability to research and communicate complex reporting matters
• Effective verbal and written communication skills, the ability to work collaboratively, and the ability to adapt quickly while meeting reporting deadlines in a changing work environment.

Nice-to-Haves

• CPA or CPA Eligibility Certification

Application Deadline

Applications for this position will be accepted through November, 30, 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 $75,000 - $120,000 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.

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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 .

This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.