Regulatory GAAP & Statutory Investment Reporting Analyst Position Available In Albany, New York

Job Order Number:

DG0154143

Job Title:

Regulatory GAAP & Statutory Investment Reporting Analyst

Company:

Lincoln Financial Location:

Albany, NY

Salary:

Education:

Information Not Provided

Experience:

Information Not Provided

Hours:

Duration:

Full Time, Regular

Shift:

Description:

• Alternate Locations:

• Work from Home; Greensboro, NC (North Carolina)

• Work Arrangement:

• Remote :

  Work at home employee

• Relocation assistance:
• is not available for this opportunity.
• Requisition #:
• 74707
• The Role at a Glance
• We are excited to bring on a
• Regulatory GAAP and Statutory Investment Reporting Analyst
• to support the Investment Accounting and Reporting Team.

The Investment Accounting and Reporting team is a highly visible and dynamic team, where you will gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists of both hybrid and remote employees. This opportunity will provide a work from home/remote work environment._Background Details_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 (specifically SEC reporting), Management and Tax basis and assisting with performing and documenting SOX investment controls. You will be responsible for performing investments research, analysis and ad hoc internal reporting of Lincoln’s investment positions to support strategic investment operations and initiatives. Additionally, this role will also lead team projects related to investment strategic initiatives, team process improvements/efficiencies, and investment reporting system enhancements and developments. You will build relationships and work closely with various business areas and key stakeholders to achieves operational, system and project objectives. If this sounds like a role for you, please read on!

• What you’ll be doing
• + You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.

You will specifically be responsible for the investment disclosures for LFG’s SEC reporting (10K and 10Q Investment related footnotes and disclosures) and Statutory reporting (including blue book and green book schedules, footnotes, general interrogatories, supplemental interrogatories etc.).+ You will serve as a project manager for investment accounting and reporting related team projects.+ You will provide ad hoc accounting research and information on fixed income and other investments for existing and developing investment strategies to various internal business areas.+ You will support an effective function for your assigned area by identifying risks, researching technical investment accounting issues, and gathering all necessary information. You will communicate identified risks and financial implications to management. You will assist with performing and documenting certain SOX investment controls.+ You will resolve discrepancies and take actions on matters and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers.+ You will collaborate effectively with team members and applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process.+ You will remain current in professional and industry trends and make a positive contribution by making suggestions for improvement, and learning new skills, processes and procedures.+ You will maintain 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.

• What we’re looking for
• _Must have experience (Required):_+ 4 Year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor’s)+ 5+ Years of experience in investment accounting and reporting or financial reporting that directly aligns with the specific responsibilities for this position.

+ Technical knowledge in investment accounting and reporting, incl