Specialist, Financial Analysis

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Alternate Locations: Omaha, NE (Nebraska);
Charlotte, NC (North Carolina);
Fort Wayne, IN (Indiana);
Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid :
Employee will work 3 days a week in a Lincoln office

Relocation assistance:is not available for this opportunity.

Requisition #:75741

As a Specialist, Financial Analysis, you will prepare, analyze and report more complex financial information and provide management with a more complex financial perspective. You will consult, analyze, and deliver on more complex assignments and projects. You will also act as a resource to applicable internal and external stakeholders.

• Prepare, analyze and report on more complex financial information
• Responsible for updating/maintaining financial forecasts and related modeling
• Identify and recommend process improvements that significantly reduce workloads or improve quality
• Evaluate financial information to develop and deliver more complex standard, and ad-hoc financial analysis
• Provide management with a more complex financial perspective
• Consults/Analyze on more complex assignments and/or projects
• Maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions
• Provide support to the financial analysis team in the preparation and delivery the analysis of financial information including more complex financial analysis
• Identify financial analysis issues/concerns and recommend mitigation solution(s) to management
• Champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 1 - 3+ Years experience in financial analysis and/or Retirement Plan Services
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Demonstrates the ability to use sound judgment and discretion regarding confidential information
• Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches
• Demonstrates ability to identify and recommend process improvements
• Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines

• Experience with financial modeling
• Experience with Anaplan
• Experience with SQL and Dataiku
• Proficiency with Generally Accepted Accounting Principles (GAAP)
• Experience with Risk Base Capital (RBC)

Applications for this position will be accepted through February 27th, 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…