Analyst, Financial Analysis - Broomall, United States - Lincoln Financial Services

Lincoln Financial Services Broomall, United States

3 weeks ago

Description

Alternate Locations: Atlanta, GA (Georgia); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Omaha, NE (Nebraska); Phoenix, AZ (Arizona); Radnor, PA (Pennsylvania); US All Regions; Work from Home

Work Arrangement:

Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

Relocation assistance: is not available for this opportunity.

Requisition #: 73095

The Role at a Glance

As a Financial Analyst, Incentive Compensation you will assist with data preparation for the monthly compensation cycle, and perform complex calculations, analysis, documentation, and audits for incentive compensation payments. You will be responsible for partnering with internal teams to process and resolve incentive compensation questions, recalculations, modeling, or reporting requests. This role is entrusted to maintain confidentiality and sensitive employee data and information relating to incentive compensation plans.

What you'll be doing

Business Consulting and Delivery

Partners with the team in the preparation and monthly delivery of incentive compensation payments for internal customers based on incentive plan provisions.
Analyzes compensation reporting from various sources, validates data and conducts necessary research for exceptions or error handling.
Follows established checks, internal controls, and reviews or reconciliations to ensure accuracy of incentive compensation payments.
Communicates to leadership on recognized trends or issues/concerns.
Identifies and leads process improvements that reduce workloads or improve quality for the sales incentive compensation team.
Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within the organization.
Provide sales incentive compensation subject matter expertise for strategic or baseline level projects and can serve in this capacity with little management involvement necessary.

Reporting and Analysis

Prepares, analyzes, and reports on sales activities and incentive compensation payments on a monthly, quarterly and/or annual basis.
Collects, compiles, and evaluates financial information from various systems to develop and deliver standard and ad-hoc financial analysis.
Performs and delivers on complex assignments/projects while leveraging and applying knowledge of incentive compensation.
Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assess the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
Provides and creates reporting enhancements for the Incentive Compensation team through advanced Microsoft Excel or compensation system reporting.

What we're looking for

Must-Haves:

3+ years' experience in financial analysis and reporting or compensation that directly aligns with the specific responsibilities for this position.
Demonstrated adherence to strict confidentiality that can be proven in prior role history (via notable references).
Ability to perform under pressure, balance competing demands, and work overtime (as needed) to meet aggressive timelines.
Strong analytical skills and advanced user in Excel highly preferred.
Previous experience working on baseline or strategic projects as a subject matter expert.
Strong communication skills, and ability to interact with individuals in a professional and courteous manner regarding their compensation.
Can effectively and confidently communicate with other leaders across the organization.
A demonstrated track record of consistently meeting and/or exceeding performance expectations as a high performing employee.
Possesses a bias for action and avoids workplace distractions.
Drives performance targets to completion.
Must show desire to learn and grow in this position to continue to meet the expectations set forth.
4 Year/Bachelor's Degree required or equivalent work experience

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:

Clearly defined career tracks and levels to help you successfully manage your career
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
A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
Effective productivity/technology tools and training

Pay Range: $67,000 - $120,700

Actual base pay could vary 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at

Lincoln is committed to creating a diverse and 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.

Follow us on Facebook, X, LinkedIn, and Instagram. For the latest company news, visit our newsroom.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

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, Veteran 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

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

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