Excel / VBA Modeling Analyst

Date: Mar 11, 2019

Location: Greensboro, NC, US

Company: Lincoln Financial

Alternate Locations: Greensboro, NC (North Carolina); Hartford, CT (Connecticut)

Relocation assistance is not available for this opportunity.

Requisition #57604

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 $253 billion in assets under management as of December 31, 2017.

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

As an Inforce Management Consultant, you will consult on more complex assignments and initiatives for Lincoln’s Life Insurance business area.  You will serve as a technical resource to develop and standardize spreadsheet calculations & models and train end-users on use of models.  This position will also lead projects related to more complex issue resolution and advise IT to ensure calculations in administrative systems appropriately align to Inforce Policies.



  • Leads initiative to standardize calculations and develop user-friendly models/spreadsheets which explain and illustrate policy performance of inforce products
  • Rigorously tests and protects models for accuracy and reliability
  • Trains end-users on internal teams on use of models
  • Serves as a technical resource to review and resolve more complex issues; revises calculations/models as needed
  • Leads projects related to more complex Business Work Requests (BWR) for administrative systems, especially for issues with broader scope such as those impacting multiple products/lines
  • Liaises with internal stakeholders and management in various business areas to ensure proposed changes to administrative systems and/or processes will have no negative impact
  • Reviews process to quality check policy information and calculations in various administrative systems; recommends improvements to process as needed
  • Advises IT on proposed updates/changes to administrative systems to ensure systems accurately reflect calculations and how product performs per policy specifications; may build models as examples for complex calculations
  • Assist Legal and tax attorneys with supporting documents or calculations.
  • Recommends and implements improvements in processes and procedures within the department and other business areas
  • Provides support on ad hoc reports/assignments as needed
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends



  • 4 Year Bachelors Degree in Business, Accounting, or Mathematics; or 4+ Years of Equivalent Work Experience that directly aligns with the responsibilities of this position



  • 3 - 5+ years of experience in the life insurance industry directly related to the specific responsibilities of this position
  • Advanced Excel Skills – ability to manipulate data, create formulas, pivot tables, macros
  • Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.
  • Works with mathematical concepts such as averages and/or variances
  • Confident, comfortable communicator with strong written and verbal communication skills
  • Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Possesses a bias for action and avoids workplace distractions.
  • Drives performance targets to completion


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

Job Segment: Risk Management, Actuarial, Accounting, Finance, Insurance