Sr. Associate Derivatives Accountant

Lincoln Financial

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The Role at a Glance

As a Sr. Associate Derivatives Accountant, you will support the accounting and reporting of Lincoln's derivative investment portfolio and related transactions. In this role, you will contribute to the monthly close process, statutory reporting, hedge accounting activities, and control execution while helping ensure the accuracy and integrity of the Company's financial results. Working closely with Accounting, Investments, Risk, Treasury, and Operations teams, you will analyze derivative activity, perform reconciliations, support audits and regulatory reporting, and help identify opportunities to improve processes and controls. This role offers the opportunity to build specialized expertise in statutory accounting, insurance products, and derivative instruments while contributing to a highly visible and critical function within the organization.

What you will be doing

• Supports the monthly statutory close process for derivative investments by preparing accounting entries, schedules, and supporting documentation.
• Prepares and maintains statutory reporting schedules and analyses in accordance with established procedures and reporting requirements.
• Assists with statutory hedge accounting activities by maintaining documentation, tracking designated hedges, and compiling required reporting information.
• Performs reconciliations of derivative-related accounts and researches routine variances, escalating complex issues as appropriate.
• Reviews derivative activity and settlements to ensure transactions are accurately recorded and supported by source documentation.
• Executes assigned SOX controls and maintains complete and accurate documentation in support of the control environment.
• Supports internal and external audit, examination, and regulatory requests by gathering data and preparing supporting materials.
• Assists in validating the completeness and accuracy of derivative data, cash flows, and reporting outputs using established review procedures.
• Identifies process inefficiencies or recurring issues and recommends practical improvements to templates, procedures, and workflows.
• Supports system implementations, testing activities, and process changes by executing assigned tasks and validating results under guidance from more experienced team members.

What we are looking for

Must-Haves

• 1+ years experience in derivative accounting that directly aligns to the specific responsibilities for this role
• Bachelor's degree or equivalent work experience
• Analytical skills and close attention to detail is necessary
• Effective verbal and written communication skills
• Ability to adapt quickly in a changing work environment

Application Deadline

Applications for this position will be accepted through October 31, 2026, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training

The pay range for this position is $59,250 - $94,800 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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