About The Company
Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by over 8,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.
This role involves strategic initiatives, consultation, analysis and subject matter expertise (SME) related to system interfaces (Claims, Cash Management, Policy, Investments, etc.) into our Data Integration Hub and ultimately to our general ledger and financial reporting platform.
Support initiatives to retire legacy general ledger systems Support interface source systems converting to the PeopleSoft general ledger standard interface format (SIF) Modify the SIF as needed to incorporate new data elements and then facilitate the adoption of the new SIF format by systems using the current SIF Support the removal of multiple legacy general ledger translations (black boxes) Conduct design workshops with source systems to identify data and reporting requirements from customers Document business requirements and functional designs including data cleansing/quality requirements and system interface specifications Update accounting tables in source systems that directly feed our PeopleSoft general ledger interface systems Support future expansion of our finance operational data store (ODS) as additional data elements are needed Follow project management principles, regulatory requirements, Finance/Enterprise strategy and methodologies Conduct knowledge transfer and/or training sessions as appropriate with day to day operations team (e.g. Data Integration) Ensure that system, support, and training documentation is updated to reflect approved changes in a timely manner Assess impacts to systems upstream and downstream from the general ledger, such as NXG and Business Objects to ensure business processes and reporting are not broken Work with the Business Intelligence - Reporting team to coordinate requirements for downstream changes to the ODS and various reporting tools that may be needed Serve as a liaison with the IT QA team on testing efforts and coordination of user acceptance testing Collaborate with business/IT partners to timely resolve any testing defects/issues Perform project tasks under the leadership of senior analysts and learn from their experiences Additional Responsibilities
Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures Remains current in profession and industry trends Makes a positive contribution as demonstrated by: making suggestions for improvement learning new skills, procedures and processes Performs other duties as required
Job Requirements Requirements
Education and Experience
A four year degree in accounting/finance or related field is required 2-3 years finance/business analyst or relevant experience is required, preferably in Insurance or Financial Services industry
Other Skills and Abilities
Knowledge of functional areas of Finance Fundamental understanding and knowledge of insurance accounting and reporting Sound knowledge of accounting principles and general ledger General Ledger and financial reporting systems experience preferred System savvy: mainframe, policy administrative, financial/surround systems Ability to build and maintain relationships at all levels of a matrix organization Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding Excellent written/oral communication skills Ability to build rapport with all levels of personnel and be a strong role model and team player Demonstrated ability to deal with a wide array of complex issues Demonstrated ability to exercise independent action and sound judgment Ability to effectively manage change and process improvement Computer skills: Microsoft Office Suite (Word, Excel, PowerPoint, & Outlook) Business Objects Essbase Successfully completes regulatory and job training requirements Ability to perform under stress Ability to work with others in a team environment Ability to read and interpret documents such as policies, proposals, claims, and standard operating procedures. Ability to write reports, business correspondence, policies, and proposals in a highly effective and efficient manner. Ability to effectively present information and respond to questions from management, clients, external auditors, and/or any applicable regulatory organization. Excellent written/oral communication skills. Demonstrates ability to communicate knowledgeably and credibly with management and internal constituents. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, and/or governmental regulations.
Additional Details Travel Requirements
Amount: Minimal (0-25%) Type: Regional Domestic
This position can be base in either:
Rolling M eadows, Il Greensboro, NC Ft. Wayne, IN Hartford, CT Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group is a diversified financial services organization headquartered in the Philadelphia region. With $150 billion as of...