Financial Reporting Specialist (SEC GAAP)

Date: Jan 18, 2019

Location: Greensboro, NC, US

Company: Lincoln Financial

Alternate Locations: Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina)

Relocation assistance is not available for this opportunity.

Requisition #57964

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


As a Specialist in Financial Reporting - SEC GAAP, you will be responsible for complex accounting and reporting activities associated with the GAAP accounting close and financial statements and supporting schedules. You will provide technical accounting expertise while implementing and analyzing accounting policies to support Lincoln Financial Group's goals and strategic objectives. You will carry out duties such as SEC and other regulatory reporting, which may include 10-K/10-Q filings, XBRL, Benefit Plans, GAAP accounting close, and Investor Relations/Business Unit support as needed.


          Financial Reporting

  • Prepare and review financial statements, footnotes and supporting schedules according to the GAAP accounting close calendar;
  • Conduct financial analysis on consolidated and business unit results, including providing ongoing support for the business unit teams and our various other partners as needed;
  • Support quarterly earnings release and other investor relations-related matters such as debt offerings and investor presentations;
  • Research complex technical accounting and reporting matters as they arise, and document conclusions reached in accordance with relevant accounting literature; and
  • Assist with the GAAP accounting close including the preparation and/or review of journal entries and account reconciliations.


    Monitoring and Analysis

  • Analyze financial statements and other supporting schedules to understand trends in the business and ensure the accuracy of reported results, and communicate analysis to key stakeholders;
  • Monitor peer company filings as needed to stay current in trends within the insurance space; and
  • Help maintain and improve our internal control system to ensure a successful outcome of SOX testing and opinion.


    Decision-making, Strategy and Management Accounting

  • Participate in projects pertaining to our strategic digitization initiatives as well as other initiatives within Finance and the Chief Accounting Office;
  • Participate in process improvements (e.g., new system implementations, system conversions, strategic initiatives) and procedural or accounting changes; and
  • Participate in special projects including new accounting principle implementation and SOX process improvements.


    Audit and Assurance

  • Assist in the preparation of industry and governmental surveys; 
  • Provide support for partners across the organization for all accounting and reporting needs; and
  • Partner with our External Auditors to ensure a successful outcome from an audit opinion perspective.



  • Undergraduate degree or 4+years of comparable work experience; educational concentration in Accounting or relevant field is required;
  • Current CPA or in the process of obtaining CPA licensure desired
  • Masters degree in Accounting a plus.



  • 1-3 years of experience in Accounting that directly aligns with specific responsibilities of position;
  • Proficiency in Microsoft Excel; and
  • Exposure to Hyperion Essbase and PeopleSoft general ledger, preferred.


    Other Skills and Abilities

  • Ability to prioritize and manage workload as necessary to meet deadlines;
  • Strong organizational and communication skills;
  • Desire and ability to quickly learn and apply new concepts with attention to detail;
  • Strong analytical, leadership and decision-making skills;
  • Computer skills (Microsoft Word, Excel, PowerPoint and Outlook);
  • Ability to work with others in a team environment;  #LI-AY1



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

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.  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.


Nearest Major Market: Greensboro

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