Excel/VBA Modeling Consultant

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Date: Jan 21, 2026

Primary Location: Charlotte, NC, US

Company: Lincoln Financial

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

Work Arrangement:

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

Relocation assistance: is not available for this opportunity.

Requisition #: 75668

The Role at a Glance

We are excited to bring on an Excel/VBA Modeling Consultant to join our Retail Solutions business in a hybrid work environment. We are open to candidates in the following key city locations: Charlotte (NC), Fort Wayne (IN), Greensboro (NC), Hartford (CT), Omaha (NE), or Radnor (PA).

Background Details
As the Excel/VBA Development Consultant, you will be responsible for more complex development of benchmark test tools for our annuity illustration and administration systems. In this position, you will provide more complex, forward-thinking analysis furnishing advice to various stakeholders, providing support for numerous functions of the Annuities group and delivering on routine assignments/projects while applying knowledge of your assigned area. You will act as a primary resource for annuity illustration & technical questions or issues. Additionally, you will support other ad hoc annuity analytical initiatives. If this sounds like a role for you, please read on!

What you'll be doing

You will develop and implement more complex Excel-based testing models for Variable, Fixed, Indexed, Immediate and Deferred Income Annuities to ensure the accuracy of our illustration system(s), including but not limited to: adding new products to existing spreadsheet models, creating new spreadsheets for new products, and updating existing spreadsheets for product changes.
You will analyze and prepare spreadsheets for the Illustration and technical system(s) with each release to verify product accuracy.
You will lead in debugging the Illustration and technical system and determine the sources of differences from the benchmark tool.
You will add new products and update existing products as needed in the NY Reg 60 spreadsheet.
You will respond to queries from distribution regarding product illustrations and projections.
You will clarify product design and calculations using benchmark test tools.
You will serve as a resource for ad hoc annuity product pricing and risk analysis assignments as needed
You will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of your assigned area(s) of responsibility.
You will maintain knowledge on current and emerging developments/trends for your assigned area(s) of responsibility, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions.
You will promote and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within your assigned area(s) of responsibility.

What we’re looking for

4 Year/Bachelor’s Degree, preferably in mathematics, computer science or similar technical field
3 – 5+ Years of Experience in modeling or programming that directly aligns with the specific responsibilities for this position.
Advanced Spreadsheet and programming experience with VBA or other similar languages.
Demonstrated analytical and problem-solving skills, detail-oriented, independent, motivated, innovative.
Ability to work with others in a collaborative team environment
Strong written and verbal communication skills.
Strong understanding of annuity products and markets preferred.
Ability to read, analyze and interpret both internal and external documents.
Apply mathematical concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.
Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Define problems, collect data, establish facts and draw valid conclusions.
Evaluate trends in data or information.
Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).
Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Demonstrates solid project management skills, including critical ability to coordinate and balance multiple projects under pressure in a time-sensitive environment and meet deadlines.

Application Deadline

Applications for this position will be accepted through February 15, 2026, 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 $72,900 - $131,600 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.

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.

This Employer Participates in E-Verify. See the E-Verify notices.

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