Reporting & Workforce Management Consultant

Work Arrangement

Remote:
Work at home employee residing outside of a commutable distance to an office location.

Work from Home

75780

We are excited to bring on a Reporting & Workforce Management Consultant to join our Insurance Operations organization in a work from home environment.

As a Reporting & Workforce Management Consultant, you will be responsible for transforming data into meaningful insights through the development of reports, dashboards and analytics supporting the overall Insurance Operations business. This will include multiple reoccurring requests but also ad hoc requests. You will partner with internal stakeholders across the enterprise and provide consultative advice and analytical support to advance growth and profitability, and operational efficiency initiatives while delivering meaningful business results.

You will present data to senior leaders on your findings and recommendations. This opportunity will provide the ability to expand your reporting and data analysis skills while building strong working relationships. If this sounds like a role for you, please read on!

• You will proactively partner with leaders to develop actionable reporting and intuitive dashboards that support business objectives. You will conduct in-depth analysis to identify trends, outlier and opportunities for improvement. You will provide training and support to ensure understanding and effective use(s) of available reports.
• You will create effective visual analytics to answer meaningful business questions or offer a new perspective for consideration through scenario testing and capacity modeling. You will also create dashboards, scorecards, and reports utilizing existing and newly developed metrics and performance monitoring systems to provide management with quantifiable gauges of business results and the impact of plans and tactical initiatives.
• You will prepare detailed documentation and procedures for reports including data sources, assumptions, calculations, methodologies, and best practices.
• You will identify and resolve complex issues by thoroughly analyzing data and utilizing all appropriate resources. You will perform research and analysis on complex customer inquiries involving multiple products, markets and processing systems.
• You will act as a consulting resource on assigned projects within the Retirement Plan Services Operations department. You will provide training and support to team members and serve as a mentor to enhance the knowledge of the team.
• You will champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives. In addition, you will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.

• 4 Year/bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelors).
• 3 – 5+ years of experience that aligns to the responsibilities of the role.
• Ability to communicate effectively (verbal/written).
• Relationship building skills with a natural sense of curiosity.
• Proficiency in Microsoft Office Suite with strong skills/experience with Excel specifically (sumIFs, vlookups, pivot tables).
• Experience with visual data analytics tools. Additional experience with coding systems such as Dataiku and/or SQL is desired.
• Ability to think outside of the box and challenge the status quo.
• Strong project management skills.

Applications for this position will be accepted through February 27, 2026, subject to earlier closure due to applicant volume.

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.