Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska)

Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance: is not available for this opportunity.

Requisition #: 75919

The Role at a Glance

As a Specialist, Financial Analysis on the Workplace Solutions Incentive Compensation team, you will produce monthly and annual projections for incentive compensation expenses. You will perform routine assignments/projects while simultaneously leveraging and applying knowledge. You will prepare, analyze, and report on financial information and provide management with a financial perspective.

What you'll be doing

• Prepare monthly and annual projections of incentive compensation expenses based on sales forecasts, market trends, historical data, and business strategies.

• Maintain complex financial models to support decision-making processes, including scenario analysis and sensitivity testing.

• Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects.

• Identifies and recommends process improvements that significantly reduce workloads or improve quality.

• Prepares, analyzes and reports on more complex financial information.

• Provides management with a more complex financial perspective.

• Evaluates financial information to develop and deliver more complex standard, and ad-hoc financial analysis.

• Provides support to the financial analysis team in the preparation and delivery the analysis of financial information including more complex financial analysis.

• Identifies financial analysis issues/concerns and recommends mitigation solution(s) to management.

What we’re looking for

Must-haves:

• 4 Year/Bachelor’s degree in Mathematics, Statistics, Economics, Data Analytics or other quantitative major.

• 1-3+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position (Required)

• Proficiency with Microsoft Office Suite (Word, PowerPoint, Outlook). Advanced Excel user with experience in building charts/visualizations and utilizing data analysis functionality.

• Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.

• Critical Thinking: The ability to think critically and analytically, to evaluate complex financial data, and draw sound conclusions and recommendations.

• Problem solving skills: The ability to identify challenges, develop creative solutions, and implement effective strategies to address them.

• Attention to detail: Ensuring accuracy and precision in financial analysis, modeling, and reporting, which is crucial for producing reliable insights and recommendations.

• Confident, comfortable communicator with strong written and verbal communication skills.

• Ability to work with others in a team environment.

• Demonstrated strong relationship management skills with internal clients (e.g. Senior management, direct management, and colleagues); proven ability to develop collaborative approaches.

Nice-to-haves:

• Tableau experience

• Incentive compensation experience

Application Deadline

Applications for this position will be accepted through 5/30/26 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 $55,700 - $100,200 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 260-455-2558.

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