at Lincoln Financial Group in Schaumburg, Illinois, United States
Job Description
Alternate Locations: Work from Home; Atlanta, GA (Georgia); Austin, TX (Texas); Bakersfield, CA (California); Baltimore, MD (Maryland); Baton Rouge, LA (Louisiana); Birmingham, AL (Alabama); Boise, ID (Idaho); Boston, MA (Massachusetts); Buffalo, NY (New York); Canonsburg, PA (Pennsylvania); Charlotte, NC (North Carolina); Chicago, IL (Illinois); Cincinnati, OH (Ohio); Clearwater, FL (Florida); Cleveland, OH (Ohio); Columbia, SC (South Carolina); Columbus, OH (Ohio); Concord, NH (New Hampshire); Dallas, TX (Texas); Deerfield Beach, FL (Florida); Denver, CO (Colorado); Detroit, MI (Michigan); Dover, NH (New Hampshire); Durham, NC (North Carolina); Edina, MN (Minnesota); Edison, NJ (New Jersey); El Paso, TX (Texas); Ellicott City, MD (Maryland); Fayetteville, SC (South Carolina); Florence, SC (South Carolina); Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Fort Worth, TX (Texas); Gainsville, FL (Florida); Glen Allen, VA (Virginia); Glendale, CA (California); Greensboro, NC (North Carolina); Greenwood Village, CO (Colorado); Hartford, CT (Connecticut); Houston, TX (Texas); Huntsville, AL (Alabama); Indianapolis, IN (Indiana); Irvine, CA (California); Jacksonville, FL (Florida); Johnson City, TN (Tennessee); Kansas City, KS (Kansas); Kansas City, MO (Missouri); La Jolla, CA (California); Lexington, KY (Kentucky); Los Angeles, CA (California); Louisville, KY (Kentucky); Lutherville, MD (Maryland); Madison, WI (Wisconsin); Memphis, TN (Tennessee); Miami, FL (Florida); Milwaukee, WI (Wisconsin); Minneapolis, MN (Minnesota); Nashville, TN (Tennessee); New Braunfels, TX (Texas); New York, NY (New York); None; Norwood, OH (Ohio); Omaha, NE (Nebraska); Orlando, FL (Florida); Palm Desert, CA (California); Paramus, NJ (New Jersey); Parsippany, NJ (New Jersey); Philadelphia, PA (Pennsylvania); Phoenix, AZ (Arizona); Pittsburgh, PA (Pennsylvania); Plano, TX (Texas); Plymouth Meeting, PA (Pennsylvania); Portland, ME (Maine); Portland, OR (Oregon); Provo-Orem, UT (Utah); Radnor, PA (Pennsylvania); Raleigh, NC (North Carolina); Richmond, VA (Virginia); Rochester, NY (New York); Rockville, MD (Maryland); Rolling Meadows, IL (Illinois); Rye Brook, NY (New York); Sacramento, CA (California); Salt Lake City, UT (Utah); San Antonio, TX (Texas); San Antonio, TX (Texas); San Diego, CA (California); San Francisco, CA (California); San Ramon, CA (California); Schaumburg, IL (Illinois); Scottsdale, AZ (Arizona); Seattle, WA (Washington); Southfield, MI (Michigan); St. Louis, MO (Missouri); St. Petersburg, FL (Florida); Syosset, NY (New York); Tampa, FL (Florida); Toledo, OH (Ohio); Tucson, AZ (Arizona); Tupelo, MS (Mississippi); US All Regions; US Midwest; US Northeast; US Southeast; US Southwest; US West; Vienna, VA (Virginia); Virginia Beach, VA (Virginia); Walnut Creek, CA (California); Washington, DC (District of Columbia); Westlake Village, CA (California); White Plains, NY (New York); Windsor, CT (Connecticut); Woodmere, OH (Ohio)
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.
Hiring Manager: Robyn Wolf
Requisition #: 71618
General Purpose of Job
This position will provide leadership, drive financial statement risk and controls analysis, and contribute to strategy development and execution of the Company’s Sarbanes-Oxley (SOX)/Model Audit Rule (MAR) internal control program in a dynamic environment. This position will play a key role in shaping the future of our control environment, and therefore, will be highly visible to and will work in collaboration with senior leaders and stakeholders across the Company. The subject matter expert and CPA in this role is knowledgeable on current and emerging developments and trends, assesses the impact, and collaborates with senior management to shape current and future strategies to not only address SOX compliance, but also to improve the efficiency, effectiveness and the value provided by related business processes. This position will partner with project leadership and will lead business and IT controls workstreams on complex initiatives/projects to ensure risks are identified and controls are designed to appropriately mitigate them.
What you’ll be doing
- Plans & manages the execution of the Company’s SOX / MAR program in collaboration with senior leaders. Communicates & provides accurate reporting to the Audit Committee.
- Directs the completion of risk and materiality assessments, scoping documents and risk and control matrices across the organization including information technology.
- Participates in the establishment of governance practices over the Company’s SOX / MAR program.
- Maintains knowledge of regulatory developments and emerging technical guidance to ensure staff is properly trained and provided proper direction.
- Works with business and technology control owners and leadership to appropriately and effectively scope, design and review business processes and controls.
- Partners with internal / external stakeholders to provide strategic leadership on control weakness / error remediation and enhancement of controls.
- Leads the preparation of documentation to the Company’s external auditors related to control weakness / error remediation.
- Ensures integrity of all documentation produced and oversees the collection of SOX testing data as required documentation according to SOX / MAR PMO guidelines.
- Establishes and implements priorities, performance goals and objectives for the SOX / MAR PMO team and ensures accurate delivery of stated performance goals.
- Directs and evaluates individual/team performance and takes appropriate action to meet and/or exceed performance standards.
- Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent.
- Directs and enhances organizational initiatives by positively influencing and supporting change management
What we’re looking for
- CPA Certification- REQUIRED
- 4 Year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor’s) in accounting, finance, business administration or related field
- 10+ Years of experience in public accounting, internal audit, control, risk or other activities that directly align with the specific responsibilities for this position.
- 3+ Years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management/critical stakeholders experience.
- Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
- Excellent written and verbal communication skills.
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:
+ A clearly defined career framework to help you successfully manage your career
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)
+ 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 sit
