Sr. Associate Derivatives Accountant
- Location
- Radnor, PA
- Work model
- On-Site
- Level
- Entry
- H-1B history
- 22 approvals (FY2023)
About this role
Alternate Locations: 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 #: 76622 The Role at a Glance
As a Sr. Associate Derivatives Accountant, you will support the accounting and reporting of Lincoln's derivative investment portfolio and related transactions. In this role, you will contribute to the monthly close process, statutory reporting, hedge accounting activities, and control execution while helping ensure the accuracy and integrity of the Company's financial results. Working closely with Accounting, Investments, Risk, Treasury, and Operations teams, you will analyze derivative activity, perform reconciliations, support audits and regulatory reporting, and help identify opportunities to improve processes and controls. This role offers the opportunity to build specialized expertise in statutory accounting, insurance products, and derivative instruments while contributing to a highly visible and critical function within the organization. What you'll be doing
Supports the monthly statutory close process for derivative investments by preparing accounting entries, schedules, and supporting documentation. Prepares and maintains statutory reporting schedules and analyses in accordance with established procedures and reporting requirements. Assists with statutory hedge accounting activities by maintaining documentation, tracking designated hedges, and compiling required reporting information. Performs reconciliations of derivative-related accounts and researches routine variances, escalating complex issues as appropriate. Reviews derivative activity and settlements to ensure transactions are accurately recorded and supported by source documentation. Executes assigned SOX controls and maintains complete and accurate documentation in support of the control environment. Supports internal and external audit, examination, and regulatory requests by gathering data and preparing supporting materials. Assists in validating the completeness and accuracy of derivative data, cash flows, and reporting outputs using established review procedures. Identifies process inefficiencies or recurring issues and recommends practical improvements to templates, procedures, and workflows. Supports system implementations, testing activities, and process changes by executing assigned tasks and validating results under guidance from more experienced team members. What we’re looking for
Must-Haves
1+ years experience in derivative accounting that directly aligns to the specific responsibilities for this role Bachelor's degree or equivalent work experience Analytical skills and close attention to detail is necessary Effective verbal and written communication skills Ability to adapt quickly in a changing work environment Application Deadline
Applications for this position will be accepted through October 31, 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
Work arrangements that