AVP, Bank & Suspense Reconciliation

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 :
Employee will work 3 days a week in a Lincoln office

Relocation assistance: is not available for this opportunity.

Requisition #: 76266

The Role at a Glance

This position provides strategic leadership, direction, and deep accounting expertise to oversee Bank Reconciliation and Suspense Reconciliation functions. They are responsible for directing reconciliation activities across certain accounts, ensuring their accuracy, integrity, and completeness in compliance with accepted accounting policies, internal controls, and regulatory requirements. This role serves as a key driver of transformational efforts - including supporting efforts of evaluation and implementation of new reconciliation capabilities.

They will partner broadly across the enterprise to advance automation, enhance controls, and deliver operational excellence.

What you'll be doing

Accounting & Reconciliation Technical Leadership

* Analyzes and resolves highly complex reconciling items, breaks, and aging balances; develops and implements remediation strategies to prevent recurrence with focus on higher risk/ impact areas.

* Directs the preparation, review, and analysis of reconciliation reporting for internal stakeholders, senior leadership, and auditors.

* Monitors SOX and internal control procedures, assesses effectiveness, and develops and implements mitigation plans as needed.

* Directs relationships with internal and external auditors for assigned areas; ensures identified issues are resolved in a timely and collaborative manner.

* Anticipates and provides strategies and solutions to complex accounting problems or emerging reconciliation trends.

Operational Leadership & Process Improvement

* Drives adoption of automation and future-state technology solutions to advance reconciliation capabilities, address higher-risk accounts, and strengthen enterprise controls.

* Collaborates with Treasury Operations, Accounting, and various Finance and technology partners to ensure alignment on process changes, system integrations, and reporting requirements.

People Leadership & Organizational Development

* Directs, establishes, and implements priorities, performance goals, and objectives to ensure departmental results for assigned areas of responsibility.

* Directs and evaluates departmental performance; takes appropriate and timely action to meet and/or exceed performance standards.

* Ensures top talent is hired and retained; builds organizational capability through thoughtful workforce planning and development.

* Demonstrated ability to successfully hire, retain, develop, and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills across the team.

* Builds organizational capability and fosters a high-performance culture focused on accountability, continuous improvement, and operational excellence.

Strategic & Enterprise Engagement

* Partners with enterprise Finance teams to ensure transparency in reporting and alignment on reconciliation outcomes, control issues, and risk remediation.

* Participates in enterprise Finance leadership activities.

* Develops and manages the budget for assigned areas of responsibility.

* Provides required approvals for regulatory and internal reporting as applicable to assigned areas.

What we're looking for

* 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)

* 10+ years' experience in reconciliation, reporting or accounting like functions; 5+ years of people leadership experience, including leading and developing teams

* CPA preferred

* Prior experience with supplier hosted or in-house reconciliation tools, including leading technology implementations and process transformation efforts to enhance reconciliation capabilities and controls.

Final date to receive applications

Applications for this position will be accepted through August 30th, 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

*…