Financial Analysis Specialist
Lincoln Financial
full-time
Posted on:
Location Type: Hybrid
Location: Radnor • Pennsylvania • United States
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Salary
💰 $55,700 - $100,200 per year
Job Level
About the role
- Assist Director (LFD Finance) with the generation of a monthly Private Market Funds sales forecast
- Assist the team analysts with the generation of sales forecasts for RSD (Annuities, 401(k)) & ISD (Life, MoneyGuard (LTC), and Executive Benefits)
- Run forecast scenarios through Anaplan, ensuring correct inputs and assumptions
- Support updates to forecast assumptions, trends, and variance explanations
- Assist with documentation of forecast changes and preparation of materials for Product Heads and Distribution leadership
- Support development of Private Market Funds, RSD & ISD annual and quarterly sales plans, goals, and projections
- Produce daily, weekly, and monthly sales performance reports supporting both Senior Analysts
- Maintain and distribute dashboards tracking production, pipeline, and key performance metrics across product lines
- Prepare and validate datasets used for forecasting, planning, and leadership updates
Requirements
- Bachelor’s degree in Finance, Economics, Analytics, Business, Mathematics, or related field
- 1–3 years of data or business analytics experience preferred (internships acceptable)
- Strong Excel skills including pivot tables, XLOOKUP, SUMIFS, and basic modeling
- Ability to work with large datasets across multiple systems
- High attention to detail with strong accuracy standards
- Strong communication skills with the ability to summarize insights clearly
- Curiosity and willingness to learn product fundamentals across annuities, 401k, life, LTC, and executive benefits.
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analyticssales forecastingExcelpivot tablesXLOOKUPSUMIFSmodelingdata validationdashboard maintenanceperformance metrics
Soft Skills
attention to detailaccuracycommunicationcuriositywillingness to learn