Financial Analyst - Corporate Development

Alternate Locations:
Radnor, PA (Pennsylvania);
Fort Wayne, IN (Indiana) Work Arrangement:

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

Relocation assistance:  is not available for this opportunity.

Requisition #: 76679

The Role at a Glance As a Financial Analyst, you will prepare, analyze and report on financial information and provide management with a financial perspective for the Corporate Development department. This includes rating agency surveys and presentations, capital models related to Lincoln's capital management, recurring compliance and regulatory reporting regarding Lincoln’s capital position, and various ad-hoc financial reporting and analysis assignments.

You will be empowered by the utilization of AI tools to drive efficiency and deeper analysis.

What you'll be doing
• Evaluating and maintaining capital models used in rating agency and regulatory reporting and communicating analysis to management.
• Supporting recurring quarterly and annual compliance, regulatory, and rating agency reporting deliverables, including coordination with internal data owners and external sources.
• Developing tools and dashboards to more efficiently deliver standard reports, illustrate complex concepts, or provide ad-hoc financial analysis.
• Preparing, analyzing and reporting on financial information for the Corporate Development department.
• Providing management with a financial perspective for the Capital Management Team.

What we’re looking forMust Have:
• 4 Year Bachelor's degree or 4+ years of equivalent work experience in Financial Analysis.
• 3 - 5+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position (Required).
• Strong problem-solving, process improvement, and critical thinking skills, identifying the appropriate resources and tools (including AI) to drive solutions where limited standardization may exist.
• Effective written and verbal communication skills.
• Ability to evaluate information and the implications of a course of action or solution.
• Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).
• Demonstrates solid project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
• Ability to review and validate outputs from automated or AI-assisted analytical tools to ensure accuracy prior to business use.

Nice to Have:
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) (Required).

Experience with Tableau, Python, Power BI, or AI-assisted analytics tools.
• Progress toward Chartered Financial Analyst and/or actuarial designations.

Final date to receive applications

Applications for this position will be accepted through November 25, 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 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 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…