Regulatory GAAP and Statutory Investment Reporting Analyst

March 10

🏈 Alabama – Remote

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🌡 Arizona – Remote

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+23 more states

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πŸ’΅ $67k - $120.7k / year

⏰ Full Time

🟑 Mid-level

🟠 Senior

πŸ“š Business Intelligence Analyst

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Logo of Lincoln Financial

Lincoln Financial

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

Retirement Solutions β€’ Life and Annuities β€’ Group Protection

10,000+ employees

Founded 1905

πŸ’Έ Finance

πŸ‘₯ HR Tech

πŸ“‹ Description

β€’ 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, Management and Tax basis. β€’ Specifically responsible for the investment disclosures for LFG’s SEC and Statutory reporting. β€’ Provide accounting information on fixed income and other investments for compliance with accounting/reporting regulations. β€’ Resolve discrepancies and take actions on matters and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers. β€’ Support an effective function for your assigned area by identifying risks, researching technical investment accounting issues, and gathering all necessary information. β€’ Collaborate effectively with team members and applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process. β€’ Remain current in professional and industry trends and contribute by making suggestions for improvement, and learning new skills, processes and procedures.

🎯 Requirements

β€’ 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required β€’ Prior experience working in investment accounting or accounting systems is needed β€’ 5+ Years of experience in accounting, securities or financial reporting that directly aligns with the specific responsibilities for this position β€’ Technical knowledge in investment accounting β€’ Demonstrates strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions. β€’ Demonstrates strong relationship management skills with internal clients (e.g. management, peers and colleagues) and external parties (asset managers, reinsurers, other external partners); proven ability to develop collaborative approaches. β€’ Demonstrates ability to identify and recommend processes improvements. β€’ Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail. β€’ Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). β€’ Successfully completes regulatory and job training requirements.

πŸ–οΈ Benefits

β€’ Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute. β€’ Leadership development and virtual training opportunities β€’ PTO/parental leave β€’ Competitive 401K and employee benefits β€’ Free financial counseling, health coaching and employee assistance program β€’ Tuition assistance program β€’ A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations β€’ Effective productivity/technology tools and training

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March 5

The Statistical Reporting Analyst develops and maintains statistical reporting for regulatory compliance. This remote role requires analytical skills and experience in data management.

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