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Lead Accountant, Financial Reporting - SEC/GAAP

Lincoln Financial Group Greensboro, NC

Job Description

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

Relocation assistance is not available for this opportunity.

Requisition #62366

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 customers 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.

The Role
As a Lead Accountant, Financial Reporting (SEC, GAAP), you will be responsible for more complex accounting and reporting activities associated with the GAAP accounting close and complex financial statements and supporting schedules. You will provide technical accounting expertise while implementing and analyzing accounting policies to support Lincoln Financial Groups goals and strategic objectives. You will carry out duties such as SEC and other regulatory reporting, which may include 10-K/10-Q filings, XBRL, Benefit Plans, GAAP accounting close, and Investor Relations/Business Unit support as needed.



Financial Reporting

  • Prepare and review more complex financial statements, footnotes and supporting schedules
  • Conduct more complex financial analysis on consolidated and business unit results, including providing ongoing support for the business unit teams and our various other partners as needed
  • Support quarterly earnings release and other technical/complex matters such as debt offerings and investor presentations
  • Research more complex technical accounting and reporting matters as they arise, and document conclusions reached in accordance with relevant accounting literature
  • Assist with the GAAP accounting close including the preparation and/or review of more complex journal entries and account reconciliations

Monitoring and Analysis

  • Analyze more complex financial statements and other supporting schedules to understand trends in the business and ensure the accuracy of reported results, and communicate analysis to key stakeholders
  • Stay informed of existing and emerging financial accounting and reporting principles, assessing their applicability
  • Monitor peer company filings as needed to stay current in trends within the insurance space
  • Help maintain and improve our internal control system to ensure a successful outcome of SOX testing and opinion

Decision-making, Strategy and Management Accounting

  • Participate in or lead projects pertaining to our strategic digitization initiatives as well as other initiatives within Finance and the Chief Accounting Office
  • Demonstrate ability to identify and recommend process improvements (e.g., new system implementations, system conversions, strategic initiatives) and procedural or accounting changes
  • Lead complex special projects including new accounting principle implementation and SOX process improvements

Audit and Assurance

  • Assist in the preparation and/or review of industry and governmental surveys
  • Provide support for partners across the organization for all accounting and reporting needs
  • Partner with our External Auditors to ensure a successful outcome from an audit opinion perspective



  • Undergraduate degree or 4+years of comparable work experience; educational concentration in Accounting or relevant field is required
  • Current CPA
  • Masters degree in Accounting desired



  • 3-5+ years of experience in Financial Reporting OR Public Accounting that directly aligns with specific responsibilities of position
  • Exposure to Hyperion Essbase and PeopleSoft general ledger, preferred
  • Ability to prioritize and manage workload as necessary to meet deadlines
  • Strong organizational and communication skills
  • Strong project management skills, including critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
  • Desire and ability to quickly learn and apply new concepts with strict attention to detail
  • Strong analytical, leadership and decision-making skills
  • Computer skills (Microsoft Word, Excel, PowerPoint and Outlook)
  • Ability to work with others in a team environment


This position may be subject to Lincolns 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 Lincolns 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.


Job Details

Date Posted July 7, 2020
Date Closes August 6, 2020
Requisition 62366-en_US
Located In Greensboro, NC
Department Finance & Accounting
SOC Category 00-0000.00

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