Analyst, Finance Data Integration

Date: May 24, 2019

Location: Greensboro, NC, US

Company: Lincoln Financial

Alternate Locations: Greensboro, NC (North Carolina)

Relocation assistance is not available for this opportunity.

Requisition #59637


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

The Finance Data Integration organization represents Finance to the larger organization for any projects/initiatives involving the implementation of or changes to current insurance policy administrative systems’ financial data or accounting processes.  This position will consult/analyze and deliver on more complex assignments/projects for his/her assigned area(s) of responsibility. S/he will implement and maintain policy administrative source system ledger data feeds to our general ledger and sub-ledgers, ensuring the integrity of accounting data for completeness, accuracy and compliance.


  • Leads/delivers on all Finance Data aspects of the end-to-end deployment of projects including analysis/determining requirements, design, development, testing and implementation
  • Maintains various accounting translation tables/rules to support new products, other business needs, regulatory requirements, etc.
  • Serves as a resource to team members, IT and applicable internal stakeholders on more complex assignments/projects for his/her assigned area(s) of responsibility.
  • Consults/Analyze on more complex assignments and/or projects for his/her assigned area(s) of responsibility.
  • Analyzes and establishes accounting rules for complex source system accounting transactions to ensure the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles
  • Identifies, researches and resolves discrepancies or out of balance situations amongst source systems and related accounting data
  • Identifies accounting issues/concerns and recommends mitigation solution(s) to management.
  • Ensures the integrity of more complex accounting processes and reconciliations for completeness, accuracy and compliance with accepted accounting policies and principles, and compliance with internal controls and SOX.
  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, 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.
  • Identifies and recommends process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility.


Education & Experience

  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
  • 3 - 5+ Years experience in managing accounting/finance data that directly aligns with the specific responsibilities for this position (Required)
  • Experience with implementing/maintaining an accounting rules engine a plus
  • Educational experience and/or proficiency in:
      • Data management and data warehousing
      • Strong knowledge of insurance products (Life, Annuity, Group and Retirement) and related accounting preferred
      • Policy administrative systems experience (Life Comm, Vantage, etc.) a plus




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: Greensboro

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