What are the responsibilities and job description for the Accounting Analyst position at Lincoln Financial?
Alternate Locations: Radnor, PA (Pennsylvania); Greensboro, NC (North Carolina); US Midwest; US Northeast; US Southeast; US Southwest
Work Arrangement: Hybrid/Home
Relocation assistance is not available for this opportunity.
Level: P3
Requisition #: 67214
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.
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.
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
General Purpose of Job
The Finance Data Integration organization represents Finance to the larger organization for any projects/initiatives involving the implementation of or changes to current insurance policy administrative systems’ financial data or accounting processes. This position will consult/analyze and deliver on more complex assignments/projects for his/her assigned area(s) of responsibility. S/he will implement and maintain policy administrative source system ledger data feeds to our general ledger and sub-ledgers, ensuring the integrity of accounting data for completeness, accuracy and compliance.
Duties and Responsibilities
Leads/delivers on all Finance Data aspects of the end-to-end deployment of projects including analysis/determining requirements, design, development, testing and implementation
Maintains various accounting translation tables/rules to support new products, other business needs, regulatory requirements, etc.
Serves as a resource to team members, IT and applicable internal stakeholders on more complex assignments/projects for his/her assigned area(s) of responsibility.
Consults/Analyze on more complex assignments and/or projects for his/her assigned area(s) of responsibility.
Analyzes and establishes accounting rules for complex source system accounting transactions to ensure the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles
Identifies, researches and resolves discrepancies or out of balance situations amongst source systems and related accounting data
Identifies accounting issues/concerns and recommends mitigation solution(s) to management.
Ensures the integrity of more complex accounting processes and reconciliations for completeness, accuracy and compliance with accepted accounting policies and principles, and compliance with internal controls and SOX.
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.
Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
Identifies and recommends process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility.
Maintains various accounting translation tables/rules to support new products, other business needs, regulatory requirements, etc.
Serves as a resource to team members, IT and applicable internal stakeholders on more complex assignments/projects for his/her assigned area(s) of responsibility.
Consults/Analyze on more complex assignments and/or projects for his/her assigned area(s) of responsibility.
Analyzes and establishes accounting rules for complex source system accounting transactions to ensure the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles
Identifies, researches and resolves discrepancies or out of balance situations amongst source systems and related accounting data
Identifies accounting issues/concerns and recommends mitigation solution(s) to management.
Ensures the integrity of more complex accounting processes and reconciliations for completeness, accuracy and compliance with accepted accounting policies and principles, and compliance with internal controls and SOX.
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.
Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
Identifies and recommends process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility.
Additional Position Responsibilities
Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
Performs other duties as required.
Remains current in profession and industry trends.
Other Skills and Abilities
Ability to perform under stress in cases of emergency, critical or hazardous situations.
Ability to work with others in a team environment.
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 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.
Successfully completes regulatory and job training requirements.
Education
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
Certifications
Experience
3 - 5 Years of experience with finance systems and accounting that directly relates to the responsibilities for this position. (Required )
Work Arrangement:
Hybrid/Home : Employees will work from home generally three days each week and come into a Lincoln office on a schedule their manager will help set, following any applicable in-office training period determined by their manager.
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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