Job description

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 for Must 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. Application Deadline 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 • 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 (NYSE: LNC) 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. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an 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 , Instagram , and YouTube . 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 fraudhotline@lfg.com 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 or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 (866) 922-6543. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Requirements

Must-haves

Alternate Locations: Radnor, PA (Pennsylvania); Fort Wayne, IN (Indiana)
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
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 for
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-haves

Progress toward Chartered Financial Analyst and/or actuarial designations.
Application Deadline
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?

Application prep

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Keywords to mirror

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Platform: successfactors
Effort: medium

Benefits

Benefits detected in the listing.

401k

Pto

Parental Leave