Lincoln Financial

Financial Planning and Analysis

• Establish and implement priorities, manage performance, share expertise, and develop talent through hiring, training, feedback, and stretch opportunities
• Manage a team of early to mid-career professionals with accountability for operational performance and results
• Lead monthly statutory close activities for derivative investments
• Manage preparation and review of statutory reporting schedules, disclosures, and related analyses in accordance with NAIC and regulatory requirements
• Oversee statutory hedge accounting activities, including documentation, reporting requirements, and accounting treatment for designated hedging relationships
• Supervise accounting professionals by assigning work, monitoring performance, providing technical guidance, and supporting employee development
• Review complex accounting entries, reconciliations, and reporting outputs; investigate, resolve, and document issues
• Provide internal and external stakeholders guidance on statutory accounting requirements, reporting obligations, and accounting impacts of derivative transactions
• Lead process improvements and project activities to improve efficiency, accuracy, controls, and reporting quality
• Oversee statutory and SOX controls and maintain audit-ready documentation
• Partner with Treasury, Middle Office, Reinsurance, Accounting Policy, and Financial Reporting teams
• Support system implementations, testing efforts, and process changes by coordinating activities, validating outputs, and addressing business requirements and controls

Senior Manager, Statutory Investment Accounting – Derivatives

Operations

• Own end-to-end collateral and margin operations for assigned OTC derivative portfolios, including margin calls, eligibility, haircuts, substitutions, settlements, and dispute resolution
• Administer complex credit support arrangements and evaluate collateral sufficiency, agreement requirements, operational risks, and exceptions
• Lead initial margin forecasting and variation margin sensitivity analyses
• Manage funding and liquidity activities associated with hedging service arrangements
• Serve as primary operational contact and escalation resource for structured reinsurance counterparties
• Oversee trade lifecycle activities, accounting inputs, reconciliations, and downstream reporting under GAAP and statutory requirements
• Resolve operational, accounting, valuation, and reporting breaks through root-cause analysis and corrective action
• Lead cross-functional projects and process improvements to strengthen controls, increase automation, reduce manual work, and improve scalability
• Design, maintain, and enhance SOX controls, operating procedures, and governance practices; support audits and remediate control gaps
• Provide technical guidance to colleagues and advise Trading, Treasury, Accounting, Reporting, Risk, Legal, and Technology partners

Senior Manager, Statutory Investment Accounting – Derivatives

Lead Derivatives Operations Analyst