Analyst, Financial Analysis

Date: Jun 2, 2019

Location: Greensboro, NC, US

Company: Lincoln Financial

About The Company

Led by over 10,000 employees  – including you –  Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses.

The Role

 

This Financial Analyst Consultant will be a member of the Financial Planning and Analysis team, specifically working on and supporting the Life Insurance business line. S/he will also act as a resource to applicable internal/external stakeholders. S/he will prepare, analyze and report more complex financial information and provide management with a more complex financial perspective for his/her assigned area(s) of responsibility. This role offers high visibility working directly with Senior Leadership, presents earnings, and has room for growth in a dynamic team with a great culture.

 

Responsibilities

  • Evaluates financial information to develop and deliver more complex standard, and ad-hoc financial analysis
  • Contribute to the continued development of Analysis, Forecasting, and Modeling tools.
  • Gain an understanding of and be able to perform complex Life segment specific responsibilities such as claims analysis, interest margin analysis, goodwill analysis, deferral calculation and analysis, and financial plan assistance.
  • Analyze and communicate complex Statutory earnings and capital results to management on a quarterly basis.
  • Interact and communicate with Finance and Life Business Unit financial management, including senior management.
  • Identifies financial analysis issues/concerns and recommends mitigation solution(s) to management.
  • Prepares, analyzes and reports on more complex financial information for his/her assigned area(s) of responsibility.
  • Provides management with a more complex financial perspective for his/her assigned area(s) of responsibility.
  • Provides support to the financial analysis team in the preparation and delivery the analysis of financial information including more complex financial analysis for his/her assigned area(s) of responsibility.

 

Education & Experience

  • 3 - 5+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position (Required)
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)in (Minimum Required)

 

 

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.

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Nearest Major Market: Greensboro

Job Segment: Financial, Financial Analyst, Claims, Finance, Insurance