Manager, Financial Reporting - Statutory

Company: Lincoln Financial
Location: Fort Wayne
Posted on: May 16, 2020

Job Description:

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

Relocation assistance is not available for this opportunity.

Requisition #63417

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 $238 billion in assets under management as of December 31, 2018.

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.

General Purpose of Job
The Manager of Statutory Financial Reporting will manage a financial reporting team and processes for Statutory Financial Reporting. The manager provides leadership and manages a group that is responsible for the statutory financial reporting across multiple lines of business and legal entities. this position will work closely with our external auditor, state regulators, lines of business and others in our organization to reach and document technical accounting conclusions as transactions arise.Duties and Responsibilities

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• Manages the preparation, review and analysis of quarterly and annual statutory financial statements, (e.g., blue, green books) supplemental filings, statutory MD&As, and other required regulatory filings and surveys. Designs, implements and maintains an effective financial reporting control environment.
• Designs, implements and maintains an effective financial reporting control environment.
• Manages the review of selected quarterly account reconciliations, performs trend analyses for period end STAT GL balances and supports general ledger hierarchy structure relevant to Statutory Reporting.
• Leads initiatives to implement new statutory accounting principles.
• Assists with regulatory inquiries and examinations.
• Provides technical accounting expertise and leadership while implementing and analyzing accounting policies to support LFG's goals and strategic objectives. Manages the review and research of technical accounting and reporting issues as they arise, and document conclusions reached in accordance with relevant accounting literature. Prepares and communicates concise and focused technical financial documents, presentations and communications to broad audiences (technical and non-technical).
• Partners with key business areas to manage and/or lead special projects. Provides actionable and valuable information to enable decision-making that results in successful outcomes.
• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
• Leads a team and processes for his/her assigned area(s) of responsibility. Manages assigned area(s) of responsibility to ensure workloads are appropriately balanced among team members.
• Establishes and implements individual and team priorities, performance goals and objectives to ensure completion of responsibility for his/her assigned area(s) of responsibility.
• Povides training and development opportunities, including stretch assignments, for team members and gives constructive and open feedback to aid in the development of talent.
• Manages and evaluates individual/team performance and takes appropriate action to meet and/or exceed performance standards for assigned area(s) of responsibility. Promotes a team environment.
• Ensures that top talent is hired and retained for his/her assigned area(s) of responsibility.
• Manages and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility. Identifies, recommends and implements process improvements that significantly reduce workloads or improve quality across for his/her assigned area(s) of responsibility.
  Other Skills and Abilities
  
  
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  • Ability to perform under stress in cases of emergency, critical or hazardous situations.
    
  • Ability to work with others in a team environment.
    
  • Demonstrated ability to ensure workloads are appropriately balanced among team members.
    
  • Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches.
    
  • Demonstrates ability to identify and recommend processes improvements.
    
  • Demonstrates ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills.
    
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
    
  • Demonstrates strong interpersonal skills with a collaborative style.
    
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
    
  • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
    
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
    
  • Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
    
    
    Education
    
    
    
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    • 4 Year/Bachelor's degree in a relevant field (Minimum Required)
    • CPA Preferred
      Experience
      
      
      
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      • 5+ Years of experience in Statutory Reporting that directly aligns with the specific responsibilities for this position, including 2+ years of managerial, supervisory, and/or demonstrated leadership experience (Required)
      • Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches.
      • Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines. Demonstrates ability to identify and recommend processes improvements.
      • Demonstrates ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills.
      • Demonstrates strong interpersonal skills with a collaborative style.
      • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
      • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
      • Proficiency with Hyperion Essbase and PeopleSoft GL applications preferred. #LI-DS
        
        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.
        
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