Analyst, Financial Planning & Analysis

Alternate Locations: Charlotte, NC (North Carolina); Durham, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Philadelphia, PA (Pennsylvania); Plymouth Meeting, PA (Pennsylvania); Raleigh, NC (North Carolina); Richmond, VA (Virginia); Work from Home

Relocation assistance is not available for this opportunity.
Level: P3

Requisition #65176

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
General Purpose of Job This Financial Analyst Consultant will be a member of the Financial Planning and Analysis team, specifically working on and supporting the Life Insurance business line. S/he will prepare, analyze and report on business line forecasted and actual results and provide management with a financial perspective for his/her assigned area(s) of responsibility. This role offers high visibility working directly with Senior Leadership, presents earnings, and has room for growth in a dynamic team with a great culture (please check out our website).
Responsibilities

• Prepares, analyzes and reports on complex financial information for his/her assigned area(s) of responsibility.
• Contribute to the continued development of Analysis, Forecasting, and Modeling tools.
• Gain an understanding of and be able to perform complex Life segment specific responsibilities such as claims analysis, interest margin analysis, goodwill analysis, deferral calculation and analysis, and financial plan assistance.
• Analyze and communicate complex Statutory earnings and capital results to management on a quarterly basis.
• Interact and communicate with Finance and Life Business Unit financial management, including senior management.
• Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Identifies and recommends process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility
• Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for his/her assigned area(s) of responsibility.
• Maintains knowledge on current and emerging trends related to industry trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
• Provides management with a more complex financial perspective for his/her assigned area(s) of responsibility.
• Evaluates financial information to develop and deliver more complex standard and ad-hoc financial analysis.

Additional Position Responsibilities

• Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
• Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
• Performs other duties as required.
• Remains current in profession and industry trends.

Education

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required

Experience

• 3-5+ years of experience in Financial Analysis or comparable fields
• Strong analytical skills with the ability to adapt the communication of complex items to suit different audiences
• Confident and comfortable communicator with strong written and verbal communication skills
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
• Strong project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
• Demonstrates ability to identify and recommend processes improvements.
• Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches.
• Define problems, collect data, establish facts and draw valid conclusions. #LI_DS

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
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 (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
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Nearest Major Market: Greensboro