Lincoln Financial

Business Intelligence Analyst

• Maintain routine operational reporting and dashboards for the STD & Absence Organization
• Support analysis and on turnaround times, customer experience, and service-level performance
• Distribute performance scorecards and reporting packages for leadership and operational teams to monitor results
• Collaborate with internal and external partners

Business Reporting Analyst – Operational Effectiveness and Delivery

Actuary

• Leads the design and implementation of a robust reporting and analytics framework to measure pricing execution and performance against targets.
• Oversee development of forecasting capabilities to predict quote outcomes for new and inforce customers.
• Collaborates with stakeholders to translate complex data into clear, actionable insights and recommendations.
• Ensures accuracy and completeness of reporting by championing process reliability and continuous improvement.
• Develops and maintains knowledge of internal quoting systems, data flows, and technical requirements to support reporting and analytics.
• Maintains various tracking tools to and develops them further to support achieving our profitability and growth goals.
• Consumes and interprets technical information to enable data-driven decision-making.
• Provides thought leadership on pricing analytics and reporting strategy, identifying opportunities for innovation and efficiency.
• Coaches and develop team members, fostering technical and business expertise.
• Builds strong engagement with internal stakeholders, aligning with organizational values and leadership attributes.

Actuary, Pricing Analytics, Reporting

Manager

• Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
• Manages and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
• Establishes and implements individual and team priorities, performance goals and objectives to ensure completion of responsibility.
• Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent.
• Manages and evaluates individual/team performance and takes appropriate action to meet and/or exceed performance standards.
• Identifies and recommends process improvements that significantly reduce workloads or improve quality.
• Serves as a resource to team members and internal/external stakeholders on more complex assignments/projects.
• Manages assigned area(s) of responsibility to ensure workloads are appropriately balanced among team members.
• Manages treasury reporting and analysis to support management decision-making.
• Coordinates responses to internal/external audit requests and ensures issues are resolved in a collaborative manner.
• Monitors compliance with regulatory requirements, internal/external controls, and SOX procedures; alerts management of any potential non-compliances.
• Acts as a resource for team regarding more complex treasury trends/issues and maintains current knowledge of treasury standards.
• Identifies issues/concerns and recommends improvements to ensure compliance and operational excellence.
• May lead or participate in departmental or enterprise-wide projects.
• Develops and maintains relationships with internal/external business partners.
• Demonstrates project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
• Demonstrates ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills.
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Demonstrates strong interpersonal skills with a collaborative style.
• Demonstrates the ability to use sound judgment and discretion regarding confidential information.
• Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
• Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
• Remains current in profession and industry trends.
• Performs other duties as required.

Manager, Treasury

Artificial Intelligence

• Manage AI Pipeline: Oversee a portfolio of AI initiatives, making decisions about resource allocation, approach (buy vs. build), and value realization.
• Lead Rapid Prototyping: Build and guide a product organization that creates prototypes and proof-of-concepts to demonstrate value and technical feasibility.
• Deliver Scaled AI Products: Drive AI solutions from concept through production deployment, business adoption, and measurable value realization.
• Orchestrate Cross-Functional Teams: Coordinate data scientists, ML engineers, business analysts, and process experts to deliver AI applications.
• Reimagine Processes: Apply AI-first thinking to reinvent legacy processes—not just automate old workflows but create new approaches.
• Build Strategic Partnerships: Develop relationships within the business with vendors, academic institutions, and research organizations to access and deliver best-in-class solutions.
• Establish Enterprise Standards: Develop and embed robust AI product management principles, delivery frameworks, and governance models that ensure consistency, scalability, and excellence across all AI initiatives.
• Foster Culture: Build a collaborative, agile, and high-performance environment across AI product teams.

SVP, Head of AI Product – Delivery

Operations

• Set the strategic direction for global cash structures
• Optimize liquidity frameworks
• Lead digital transformation initiatives that elevate efficiency, scalability, and control
• Manage a team of Treasury and Operations professionals to forecast, sweep, and reconcile cash across general accounts, separate accounts, and affiliated entities
• Drive roadmap and integrations for Treasury Management Systems (e.g., Kyriba, Quantum), bank connectivity, and ERP platforms
• Support M&A and ad hoc initiatives through strategic liquidity planning and streamlined cash transfer execution
• Develop treasury policies, ensure SOX compliance, and maintain robust internal controls
• Monitor compliance with regulatory requirements, internal controls, and SOX procedures; advise management of any potential non-compliance; and develop remediation plans as needed

Business Reporting Analyst – Operational Effectiveness and Delivery

Actuary, Pricing Analytics, Reporting

Manager, Treasury

SVP, Head of AI Product – Delivery

AVP – Treasury Operations