Senior Associate, Financial Reporting Analyst

Lincoln Financial

. Prepare, analyze, and report on financial statements and supporting schedules according to accounting and reporting calendars .

Posted 10/20/2026full-timeRemote • Pennsylvania • United StatesSenior💰 $66,750 - $106,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis and reporting, with a strong focus on preparing and filing Statutory NAIC financial statements and regulatory compliance. Proficient in identifying process improvements and collaborating with teams to enhance operational efficiency.

Highest-signal resume keywords

Financial AnalysisStatutory NAIC ReportingProcess ImprovementMicrosoft Office SuiteCPA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingJournal EntriesAccount ReconciliationRegulatory ComplianceData Analysis

Soft Skills

Written CommunicationTeam CollaborationOrganizational SkillsAttention to DetailJudgment and Discretion

Tools & Technologies

Hyperion EssbaseSAP Business ObjectsPeopleSoftWorkivaSovos Statutory Reporting

Certifications & Qualifications

CPA

Industry Keywords

InsuranceFinancial ServicesNAIC RulesSOX ComplianceMAR Compliance

About the role

Key responsibilities & impact

Prepare, analyze, and report on financial statements and supporting schedules according to accounting and reporting calendars
Participate in accounting close, including journal entries and account reconciliations
Conduct financial analysis on consolidated and business unit results
Provide ongoing support to business unit teams and other partners
Monitor current and emerging developments and assess their impact
Collaborate with management to incorporate trends and developments into solutions
Identify and research reporting issues involving accounting principles, standards, NAIC rules, and other regulations
Prepare, review, and file quarterly and annual Statutory NAIC financial statements and regulatory filings
Support organizational, change-management, departmental, and enterprise initiatives
Identify and communicate process improvements that reduce workloads or improve quality
Support coordination of SOX, MAR, and regulatory testing for key controls
Prepare and/or review internal management reporting

Requirements

What you’ll need

4 Year/Bachelor's degree or equivalent work experience; Degree in Accounting preferred
1 - 3+ Years of experience in Financial Analysis or Reporting aligned with the role
CPA preferred, not required
Strong written and verbal communication skills
Ability to work with others in a team environment
Ability to identify and recommend process improvements
Ability to meet deadlines with a sense of urgency
Excellent organizational skills; ability to prioritize, multitask, and maintain strict attention to detail
Ability to use sound judgment and discretion regarding confidential information
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Prior insurance/financial services experience preferred
Experience with Hyperion Essbase, SAP Business Objects, PeopleSoft, Workiva, or Sovos Statutory Reporting (Wings) preferred

Benefits

Comp & perks

Clearly defined career tracks and job levels
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
Annual Incentive Program eligibility, discretionary and performance-based
Long-term incentives may be available
Sales incentives may be available
Standard benefits package