STAT Financial Reporting Analyst

STAT Financial Reporting Analyst

The Role at a Glance

As the STAT Financial Reporting Analyst you will play an important role in supporting the accuracy and integrity of the organization’s statutory financial reporting. You will analyze and prepare complex statutory financial statements, regulatory filings, and supporting schedules while applying your knowledge of statutory accounting principles and NAIC requirements. You will help prepare audited financial statements. You will also research technical accounting and regulatory matters, partner with internal and external stakeholders, and help ensure reporting requirements are met accurately and effectively.

What you'll be doing

• Prepares and/or reviews more complex quarterly and annual Statutory NAIC financial statements, supporting schedules, and other regulatory filings.
• Reviews, analyzes, and reports on more complex statutory financial statements and supporting schedules in accordance with accounting and reporting calendars.
• Participates in the accounting close, including the preparation and review of more complex journal entries, account reconciliations, and statutory reporting adjustments.
• Conducts more complex financial analysis by legal entity in partnership with internal business team.
• Identifies and researches more complex reporting issues arising from the application of statutory accounting principles, NAIC guidance, and other regulatory requirements, and assesses their applicability to assigned areas of responsibility.
• Provides more complex support with the coordination of MAR control and regulatory testing to comply with key controls developed for the group.
• Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

What we’re looking for

Must-Haves

• 3+ years of experience in financial reporting, accounting, or financial analysis that directly aligns with the specific responsibilities of this role, including statutory reporting experience
• Bachelor's degree or equivalent work experience
• Working knowledge of statutory accounting principles, NAIC reporting requirements, and insurance financial reporting
• Strong analytical skills, sound judgment, and close attention to detail, with the ability to research and communicate complex reporting matters
• Effective verbal and written communication skills, the ability to work collaboratively, and the ability to adapt quickly while meeting reporting deadlines in a changing work environment.

Nice-to-Haves

• CPA or CPA Eligibility Certification

Application Deadline

Applications for this position will be accepted through November, 30, 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 $75,000 - $120,000 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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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 in