Senior Director, Financial Reporting

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 #: 76597

The Role at a Glance The Senior Director, Financial Reporting role within the Fund Administration and Operations Team (FAO) provides leadership and direction for the Lincoln Funds to successfully complete required SEC filings.  This requires a high level of coordination with many internal and external parties at various levels. This position will also provide oversight and direction for the preparation of Board Materials.

What you'll be doing
• Provide direction to staff members in the completion of regulatory filings.  This includes distributing work to staff, providing training and guidance, review of work performed and monitoring staff workloads to ensure successful completion of work given stringent time frames.  
• Research accounting guidance for newly developed products and company initiatives related to Lincoln Funds.
• Assure fund administration compliance with the Investment Company Act of 1940 as well as the Securities Acts of 1933 and 1934 and applicable Generally Accepted Accounting Principles (GAAP).
• Work closely with External Auditor in completing financials, formulating new/updating existing disclosures and as a point of escalation with sub-advisers and Fund Accountant in obtaining audit evidence to ensure final opinions.
• Provide oversight and guidance of internal parties such as Legal, Compliance and Fund Management, with the presentation and inclusion of regulatory financial information contained in the shareholder reports.
• Assist with the preparation of and review of Fund Administration Board Materials.
• Maintain a working knowledge of strategic investment market activities and industry pronouncements and their impact on the Funds as well as Lincoln.
• Stay current with technological innovations, updating administration capabilities and capacity in a cost effective and efficient fashion.
• Direct and/or participate in departmental or enterprise-wide complex projects assigned by providing stakeholders with actionable and valuable financial reporting information to enable decision-making that results in successful outcomes.
• Direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned areas of responsibility.
• Assist in identifying and direct strategic process improvements that significantly reduce workloads or improve quality across the team, department and/or business unit for assigned areas of responsibility.
• Direct, establish and implement priorities, performance goals and objectives to ensure departmental results for their assigned areas of responsibility.
• Direct and evaluate departmental performance and take appropriate action to meet and/or exceed performance standards for assigned areas of responsibility.
• Provide strategic leadership and direction to continually improve capability and results for their assigned areas of responsibility.
• Ensure that top talent is hired and retained for their assigned areas of responsibility.

What we’re looking for
• 5-7+ Years of experience in Financial Reporting and/or Fund Accounting that aligns with the regulatory requirements of open-end funds is required.
• Experience with AICPA Audit and Accounting guide, Reg S-X, N1-A and N-2 disclosure requirements is required.
• Experience working with a third-party administrator and independent audit firms is required.
• Experience with…