Sr. Analyst, Business Sys Analysis

Date: Jun 6, 2019

Location: Fort Wayne, IN, US

Company: Lincoln Financial

Alternate Locations: Fort Wayne, IN (Indiana)

Relocation assistance is not available for this opportunity.

Requisition #59780

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


The Role


This Sr Analyst, Business Systems Analysis represents Annuity Finance as the area’s business systems expert on various IT data extract initiatives that impact the Annuity or RPS businesses.  Directs the development and maintenance of data feeds from source systems (administrative, compensation or other data storage sources) to various Annuity and RPS actuarial inforce and valuation models.  Ensures that modeling customers are prepared, with respect to data needs, to meet regulatory, audit and internal stakeholder requirements associated with the development of new products and the maintenance of in-force business, and to ensure the quality and integrity of data feeds to these Annuity and RPS models. 


  • Coordinates the definition and analysis of finance & valuation data extract requirements for systems and process designs.
  • Serves as liaison between modeling units, Project Management Office, and IT vendors providing system development (such as DXC, CTS, Ensono).
  • Develops testing and/or auditing procedures to ensure ongoing data integrity.
  • Oversees testing activities from a finance / valuation perspective to ensure timely, quality testing of all system changes impacting the valuation process.
  • Gathers data and performs analysis to evaluate the impact of product development initiatives on finance / valuation extracts.
  • Identifies system enhancements required to meet the changing business and regulatory environment.
  • Provides direction, analysis, and decision-making support for the successful resolution of finance issues on projects.
  • Manages, tracks, and communicates the status of projects (including achievements, issues, and so on) to upper management, project participants and/or other stake holders.
  • Facilitates the resolution of complex business issues by identifying an alternative course of action based on business needs and regulatory requirements.
  • Negotiates and manages project priorities through coordination of resources with Project Leaders of Project Management Office and/or vendors.
  • Coordinates and manages the submission of finance / valuation related RITM requests.
  • Maintains a broad knowledge base of the Insurance and Financial Services Industry.
  • Maintains expertise in various annuity markets, products and systems.
  • Updates and maintains, for SOX, appropriate SDLC documentation for ServiceNow incident tickets, fast tracks, independent projects, and release initiatives and monthly reconciliations.
  • Updates and maintains various admin system tables and/or files for Annuity Valuation processes.
  • Coordinates and manages the submission of valuation related incident tickets through ServiceNow and monitors progress.
  • Availability to work evenings and weekends, as needed, during month-ends and during critical periods in a project’s life cycle.
  • Participates in strategic development projects that vary in complexity including the business aspect of analysis, design and development efforts, and testing and implementation efforts.
  • Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
  • No relocation, minimal travel



  • 5 years of Lincoln IT (10 years of non-Lincoln) extract development experience (either as a programmer or business systems analyst working closely with programmers) related to mainframe programing required.
  • Specific and in-depth product (existing and new products) and administrative systems knowledge.
  • 3-5 years of diverse systems and business experience.
  • 2+ years of annuities experience or equivalent desired.

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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

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.


Nearest Major Market: Fort Wayne

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