Leadership role providing expertise and strategic planning for Lincoln Financial Investments’ mutual fund trusts. Collaborating with stakeholders on financial reporting and compliance.
Responsibilities
Advises and provides subject matter expertise to management and applicable stakeholders on key financial reporting information and identified trends for his/her assigned area(s) of responsibility.
Anticipates and proactively provides strategies/solutions to complex financial reporting problems or trends for his/her assigned area(s) of responsibility.
Builds organizational capability within his/her assigned area(s) of responsibility.
Develops and/or manages budget/expenses for his/her assigned area(s) of responsibility.
Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
Directs and evaluates departmental performance and takes appropriate action to meet and/or exceed performance standards for assigned area(s) of responsibility.
Directs/executes approved strategy decisions and contributes to strategy creation for assigned area(s) of responsibility.
Ensures that top talent is hired and retained for his/her assigned area(s) of responsibility.
Identifies and directs strategic process improvements that significantly reduce workloads or improve quality across the team, department and/or business unit for assigned area(s) of responsibility.
Directs, establishes and implements priorities, performance goals and objectives to ensure departmental results for his/her assigned area(s) of responsibility.
Oversees and develops financial reporting policies and procedures.
Requirements
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
MBA degree and CPA designation preferred
10+ Years of direct mutual fund administration experience in roles with increasing levels of accountability / responsibility and span of control (Required)
Extensive Fund Accounting background including closed-end funds
Accounting experience with leverage facilities
Experience in valuation methodologies of private asset classes
Board presenting experience
Benefits
Clearly defined career tracks and job levels
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
Work arrangements that work for you
Effective productivity/technology tools and training
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