AVP Investment Accounting

Alternate Locations: Radnor, PA (Pennsylvania); Work from Home

 

 Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74008

 

The Role at a Glance

As the AVP of Investment Accounting you will provide leadership, direction and functional expertise to ensure the overall success of the Investment operations team. You will focus on the strategy for investment accounting operations and the ownership of the relationship and governance of our third-party middle and back-office partner.  The position will also provide significant support on strategic transactions and initiatives such as reinsurance and financing deals.

What you'll be doing

• Responsible for accounting for securities (public, private, and ABS), mortgage loans, and alternative investments on a GAAP, STAT, Tax, and Bermuda basis.
• Manages  team  responsible for the relationship with our third-party partner, providing oversight of investment accounting data in PAM, Rockport, and the Investment Data Hub (IDH), and ensuring information in the PeopleSoft general ledger is accurate.
• Collaborates across the organization with Investment Reporting, Treasury, Reinsurance, and Front and Middle Office teams to ensure transactions are booked appropriately and communicated to all relevant parties.
• Monitors suspense, payable, and receivable accounts working with appropriate internal partners and provider to ensure that items are reconciled and cleared timely.
• Develops and oversees complex processes to ensure effective procedures are in place to support internal controls (SOX/MAR) and accepted accounting policies and principles
• Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility and provides leadership to continually improve the capability and results of the team.

What we’re looking for

Must-Haves

• 10+ Years experience in Investment Accounting that directly aligns to the specific responsibilities for this role 
• 3+ years of managerial or supervisory experience
• Bachelor's degree or equivalent work experience
• Experience managing third-party middle and back-office partnerships
• Effective verbal and written communication skills
• Leadership experience with the ability to influence management/critical stakeholders
• Strong attention to detail
• Ability to adapt quickly in a changing work environment

Application Deadline

Applications for this position will be accepted through January 10, 2025, subject to earlier closure due to applicant volume.

 

What’s it like to work here?

At Lincoln Financial Group, 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 Lincoln leadership Attribute.

• 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

• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

• Effective productivity/technology tools and training

 

The pay range for this position is $125,800 - $229,100 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