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**Alternate Locations:** Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)

Work Arrangement:

Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office

**Relocation assistance:** is not available for this opportunity.

**Requisition #:** 74685

The Role at a Glance

The principal purpose of the role is to provide financial administration oversight of the Lincoln Funds extensive regulatory filings. The focus of this position is to ensure the Lincoln Mutual Funds successfully complete all required SEC filings timely and accurately. This requires a high level of coordination with many internal and external parties at various levels.

What you'll be doing

• Assists with the coordination, preparation, validation, and review of the SEC financial data filings to ensure they are filed timely and accurately.

• Assures fund administration compliance with the Investment Company Act of 1940 as well as the Securities Acts of 1933 and 1934

• Maintains a working knowledge of strategic investment market activities and industry pronouncements and their impacts on the Funds as well as Lincoln National Life Insurance Company.

• Review, analyze and monitor financial information for the Funds to ensure integrity of financial systems and accuracy of data.

• Research accounting guidance for newly developed products and company initiatives related to Lincoln Funds

• Process payments and expense allocations for the Lincoln Funds

• Assist with the preparation of and review of the Fund Administration Board Materials

• Maintain effective working relationships with internal and external business associates.

• Work closely with management to recommend and implement process improvements, IT enhancements and enhance controls and efficiencies.

• Act as Business Resource for various teams within Fund Administration Operations (FAO). This includes assisting with issue resolution, special requests, process enhancements, projects, etc.

• Facilitates and prioritizes problem resolution and manages daily workload.

• Represent the interests of FAO by attending pertinent meetings.

• Stay current with technological innovations, updating administration capabilities and capacity in a cost effective and efficient fashion.

• Other duties and tasks as assigned by management.

What we’re looking for

• Bachelor’s degree in accounting/finance desired

• A minimum of 1-4 years of accounting, financial reporting/analysis experience in mutual fund, insurance, or public accounting environment

• Mutual fund and investment knowledge preferred.

• Working knowledge of general ledger and fund accounting systems

• Proficiency in Microsoft Office applications

• Candidate must have strong leadership skills, and excellent oral and written communication and organizational skills.

• Must be technically savvy and have strong financial analysis skills.

• Must be able to balance multiple priorities and to communicate with all levels of staff in the organization.

Financial/Regulatory Reporting 90%

Preparation of Board Materials and other tasks 10%

Application Deadline

Applications for this position will be accepted through August 1st 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 (https://www.lincolnfinancial.com/public/aboutus/careers/lifeatlincoln#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 $53,500 - $96,300 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 (https://www.lincolnfinancial.com/public/aboutus/companyoverview/ourvalues/diversityinclusion) 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.

Follow us on Facebook (https://www.facebook.com/lincolnfinancial/) , X (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/lincolnfinancial/) , Instagram (https://www.instagram.com/lincolnfinancial/) , and YouTube (https://www.youtube.com/@Lincoln\_Financial) . For the latest company news, visit our newsroom (https://www.lincolnfinancial.com/public/aboutus/newsroom) .

Be Aware of Fraudulent Recruiting Activities

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 interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s 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 Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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.

This Employer Participates in E-Verify. See the E-Verify (https://www.e-verify.gov) notices.

Este Empleador Participa en E-Verify. Ver el E-Verify (https://www.e-verify.gov/es) avisos.

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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.