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Greensboro NC Full Time Posted: Sunday, 15 April 2018
Applicants must be eligible to work in the specified location

Alternate Locations: Greensboro, NC (North Carolina)

Relocation assistance is not available for this opportunity.

Requisition #50462

About the Company

Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

The Role

This Analyst, Financial Analysis P3 will be a member of the Financial Planning and Analysis team, specifically working on and supporting the Annuities business line. S/he will prepare, analyze and report on business line forecasted and actual results and provide management with a financial perspective for his/her assigned area(s) of responsibility. This role offers high visibility working directly with Senior Leadership and has room for growth in a dynamic team with a great culture!


  • Prepares and analyzes Annuities monthly & quarterly earnings memo and dashboard that includes financial statements, key performance drivers, analysis of key business trends and delivering explanations of earnings drivers and variances.
  • Prepares, analyzes and presents on complex financial information and earnings across multiple basis of accounting and reporting for his/her assigned area(s) of responsibility.
  • Gain an understanding of and be able to perform Annuities segment specific responsibilities such as fee income rate analysis, interest margin analysis and commissions analysis.
  • Interact and communicate with Finance and Annuities business line financial management, including senior management.
  • Contributes to the continued development of analysis, forecasting and modeling tools.
  • Maintains knowledge on current and emerging trends related to industry trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
  • Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for his/her assigned area(s) of responsibility.
  • Identifies and recommends process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility.
  • Provides management with a more complex financial perspective for his/her assigned areas of responsibility.
  • Evaluates financial information to develop and deliver more complex standard, and ad-hoc financial analysis.
  • Provides support to financial analysis team members in the preparation and delivery of complex financial information for his/her assigned area(s) of responsibility.


  • Undergraduate and/or Master's degree in accounting/finance is required.
  • MBA or CPA is preferred


  • 3-5+ years of experience in Financial Analysis or comparable fields.
  • Experience working with Essbase, Hyperion and SAP Business Objects a preferred
  • Strong analytical skills with the ability to adapt the communication of complex items to suit different audiences.
  • Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.
  • Confident and comfortable communicator with strong written and verbal communication skills.
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Strong project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
  • Demonstrates ability to identify and recommend processes improvements.
  • Demonstrated strong relationship management skills with internal clients (eg management, peers and colleagues); proven ability to develop collaborative approaches.
  • Define problems, collect data, establish facts and draw valid conclusions.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). #LI-AY1

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.

Lincoln Financial Group ( LFG ) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. 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 260-455-2558.

Greensboro NC, United States of America
Lincoln Financial
Lincoln Financial
4/15/2018 10:58:37 PM

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