Annuity Expense Analyst

Annuity Expense Analyst

This role will analyze and report on expense variances across actuals, budgets, and forecasts, preparing detailed reports to help business leaders understand key drivers. The position also contributes to annual planning as well as strategic initiatives. You will have a broad set of responsibilities that will allow you to interact with many teams and leaders across the organization.

What you'll be doing:

• Identify and analyze expense variances (actuals, budget, forecast) and builds detail line analysis for variances for current month, YTD, QTD, and FY forecast
• Develops detailed expense analysis primarily around allocated expenses impacting the Annuities business line.
• Assist in the development and implementation of product level expense assumptions for use in pricing and actuarial modelling, including monitoring actual results vs. expectation
• Provides support for quarterly forecasting, annual budgeting, and longer term expense planning
• Identifies and recommends process improvements that significantly reduce workloads and/or improve quality for assigned area(s)
• Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects
• Provides periodic and ad-hoc reporting to team members, leaders and stakeholders
• Contributes to financial component of the strategic planning process, including creation of business case and CBA documentation and alignment of budget with approved initiatives

What we're looking for:

Must-haves:

• 3 – 5+ years of experience as an analyst that aligns with the responsibilities
• 4 year degree or equivalent work experience
• 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

Nice-to-haves:

• Experience in Financial Services, specifically Annuities
• Experience in FP&A roles

Final date to receive applications:
Applications for this position will be accepted through September 30, 2026, subject to earlier closure due to applicant volume.

What's in it for you:

Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

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

Work arrangements that work for you

Effective productivity/technology tools and training

The pay range for this position is $84,375 - $135,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is 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 helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.