- Reporting of key performance indicators for the retirement business including sales, terminations, and profitability metrics.
- Ensuring accuracy of sales activity and financial results.
- Assisting in the quarterly earnings messaging and communication process.
- Assisting in the forecasting process of key performance indicators such as deposits, net cash flows, revenues, and earnings.
- Performing strategic ad-hoc analysis on various projects and initiatives.
- 1 - 3+ years of experience as an analyst that aligns with the responsibilities
- Demonstrate excellent organizational skills with the ability to prioritize workload and multi-task while maintaining attention to detail
- A strong work ethic who can overcome obstacles and knows how to partner with others to ensure the works gets done
- Excellent analytical and problem solving skills
- 4 year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- Experience in the Retirement business
- Experience in FP&A roles
- 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
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Specialist, Financial Analysis - Broomall, United States - Lincoln Financial Services
Description
Alternate Locations: Radnor, PA (Pennsylvania)Work Arrangement:
Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.
Relocation assistance: is not available for this opportunity.
Requisition #: 72989
The Role at a Glance
We are excited to bring on a Specialist, Financial Analysis to our Finance team to work in our Radnor based office with hybrid and work from home flexibility.
As the retirement business continues to grow and evolve Lincoln continues to invest in the talent of its Finance team with this role. You will have a broad set of responsibilities that will allow you to interact with many teams across Lincoln. The work you will be doing will help ensure that Sr. Management has the information they need in order to properly evaluate the performance of the business. In addition, the strategic analysis you will be a part of will help provide insight than can inform and drive the strategy of our Retirement business.
What you'll be doing
Must-haves:
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:
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.
