Bank Reconciliation Specialist

Bank Reconciliation Specialist

In this role, you will provide critical accounting system and operational support by analyzing transactions, resolving complex processing issues, and ensuring the accuracy and integrity of cash activity. You will partner closely with internal stakeholders and Managed Service Providers to support system enhancements, compliance with SOX requirements, and evolving business processes. Through analysis, process improvement, and collaboration, you will help drive efficient, well‑controlled cash accounting operations. The ideal candidate brings strong analytical skills, a proactive mindset, and a commitment to process accuracy and continuous improvement.

What you'll be doing:

• Maintaining knowledge on current and emerging developments/trends, assessing the impact, and collaborating with management to incorporate new trends and developments in current and future solutions.
• Promoting and enhancing organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
• Performing and delivering on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
• Preparing, recording, analyzing and reporting accounting transactions and ensuring the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles.
• Identifying, researching and resolving discrepancies or out-of-balance situations amongst assigned General Ledger Accounts.
• Conducting working sessions with business partners and MSP partners to solve complex issues.
• Ensuring compliance with accepted accounting policies and principles, and compliance with internal controls and SOX.
• Maintaining accurate reconciliation documentation and supporting audit requests.
• Identifying when accounting and/or general ledger corrections are necessary and explaining root cause to internal business partners and/or MSP.
• Carrying out duties in compliance with all state and federal regulations and guidelines. Complying with all company and site policies and procedures.

What we're looking for:

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
• 1 - 3+ Years experience in accounting that directly aligns with the specific responsibilities for this position (Required)
• Experience working with transformational general ledger platforms and reconciliation tools (e.g., BlackLine, Trintech, Oracle or similar), including automation of reconciliations, workflow management, and process optimization initiatives. (NICE TO HAVE)
• Strong understanding of accounting principles and reconciliation processes.
• Ability to work with others in a team environment.
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Demonstrates solid project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
• Demonstrates strong interpersonal skills with a collaborative style.
• Demonstrates solid relationship management skills with internal clients (e.g. management, peers and colleagues).
• Demonstrates the ability to use sound judgment and discretion regarding confidential information.
• Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Application Deadline: Applications for this position will be accepted through August 24, 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 work for you
• Effective productivity/technology tools and training

The pay range for this position is $55,700 - $100,200 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 the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.

About The Company: Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.