Specialist, Financial Analysis

Summary: Lincoln Financial helps people to confidently plan for their version of a successful future. As a Specialist in Financial Analysis, you will prepare, analyze, and report complex financial information while providing management with a detailed financial perspective. Responsibilities: - Prepare, analyze and report on more complex financial information - Responsible for updating/maintaining financial forecasts and related modeling - Identify and recommend process improvements that significantly reduce workloads or improve quality - Evaluate financial information to develop and deliver more complex standard, and ad-hoc financial analysis - Provide management with a more complex financial perspective - Consults/Analyze on more complex assignments and/or projects - Maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions - Provide support to the financial analysis team in the preparation and delivery the analysis of financial information including more complex financial analysis - Identify financial analysis issues/concerns and recommend mitigation solution(s) to management - Champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives Required Qualifications: - 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - 1 - 3+ Years experience in financial analysis and/or Retirement Plan Services - Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) - Demonstrates the ability to use sound judgment and discretion regarding confidential information - Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches - Demonstrates ability to identify and recommend process improvements - Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines Preferred Qualifications: - Experience with financial modeling - Experience with Anaplan - Experience with SQL and Dataiku - Proficiency with Generally Accepted Accounting Principles (GAAP) - Experience with Risk Base Capital (RBC) Required Skills: Financial analysis Important Skills: Financial modeling, Microsoft Office Suite, Anaplan, SQL, Dataiku, Generally Accepted Accounting Principles, Risk Based Capital Nice-to-Have Skills: Relationship management, Process improvement, Sound judgment, Project management 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