STAT Financial Reporting Analyst

Lincoln Financial•Radnor, PA

3d•$75,000 - $120,000•Remote

About The Position

The STAT Financial Reporting Analyst supports the accuracy and integrity of the organization’s statutory financial reporting. The role analyzes and prepares complex statutory financial statements, regulatory filings, and supporting schedules, applying statutory accounting principles and NAIC requirements. It supports preparation of audited financial statements, researches technical accounting and regulatory matters, partners with internal and external stakeholders, and helps ensure reporting requirements are met accurately and effectively.

Requirements

At least 3 years of experience in financial reporting, accounting, or financial analysis directly aligned with the 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 attention to detail, with the ability to research and communicate complex reporting matters.
Effective verbal and written communication skills, ability to work collaboratively, and ability to adapt quickly while meeting reporting deadlines in a changing work environment.

Nice To Haves

CPA or CPA Eligibility Certification.

Responsibilities

Prepare and/or review complex quarterly and annual Statutory NAIC financial statements, supporting schedules, and other regulatory filings.
Review, analyze, and report on statutory financial statements and supporting schedules according to accounting and reporting calendars.
Participate in the accounting close, including preparing and reviewing journal entries, account reconciliations, and statutory reporting adjustments.
Conduct financial analysis by legal entity in partnership with internal business teams.
Identify and research reporting issues involving statutory accounting principles, NAIC guidance, and other regulatory requirements, and assess their applicability to assigned areas.
Support coordination of MAR control and regulatory testing to comply with key group controls.
Promote and support change management and departmental or enterprise initiatives within assigned areas of responsibility.

Benefits

Clearly defined career tracks and job levels, with associated behaviors for the company’s core values and leadership attributes.
Leadership development and virtual training opportunities.
PTO and parental leave.
Competitive 401(k) and employee benefits.
Free financial counseling, health coaching, and employee assistance program.
Tuition assistance program.
Flexible work arrangements.
Productivity and technology tools and training.
Potential eligibility for the discretionary Annual Incentive Program.
Other rewards may include long-term incentives and sales incentives.