Specialist, Operations Data Analysis and Reporting

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Date: Jan 14, 2026

Primary Location: Omaha, NE, US

Company: Lincoln Financial

Alternate Locations: Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); 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 #: 75616

The Role at a Glance

This position will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of Operations Reporting & Analytics. You will contribute to the development of an innovative operational decision support output to help guide the organization's vision of improved data quality, as well as enterprise data needs.

What you'll be doing

You will 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.
You will promote and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
You will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
You will identify and communicate to management process improvements that reduce workloads or improve quality for their assigned area(s) of responsibility.
You will analyze routine reporting, business processes, procedures, & distribution methods to refine data & improve reporting to meet business needs & end-user requirements while implementing sustainable reporting solutions to improve scalability for growth.
You wil lcompile and prepare standard reporting for their assigned areas of responsibility.
You will respond to ad-hoc reporting requests and supports self-service initiatives.
You will ensure integrity of data for completeness, accuracy and compliance with accepted policies and pre-established data definitions.
You will develop queries and executable programs to build routine and increasingly advanced extracts & reports.
You will bring requests for more complex extracts to the attention of management and/or more experienced team members for coaching.
You will troubleshoots reporting problems and identify solutions and/or provides further insight to internal stakeholder and/or management as needed.
You will build, enhance, and maintain relationships with internal stakeholders for their assigned areas of responsibility.
You will participate in the full operational report development lifecycle: prioritization, solution planning, proof of concept/prototype design, development, testing, migration & production support utilizing reporting applications.
Where requirements exceed reporting system tool capabilities, you will present findings to management for alternative approaches.
You will document and validate technical designs including logical data frameworks used and detailed reporting specifications consistent with report requirements.
You will serve as a resource to team members on standard assignments and projects.
You will support team members and/or management in developing recommendations to solve problem and issues related to identified trends and data insights.
You will reviews customer support/operations tools, documents, processes & procedures, etc. to ensure assigned area has current information to provide a recommendable and repeatable customer experience.
You will support team members and management in developing appropriate future state programs and/or solutions which enable effective service delivery, enhance business performance, and achieve business goals.
You will collect, interpret, and analyze data across their area of responsibility to support management decisions on projects, improve inefficiencies, and enhance business performance
You will perform data mining, validation, and reconciliation of data across various applications.
You will identify and interpret current and emerging developments, variances, and trends, research inconsistencies/anomalies in the data and presents findings to management
You will preparepresentations for senior leadership, including presenting data in charts, graphs and tables.

What we’re looking for

Must haves:

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
1-2 Years experience with analytics software; example MS Power BI, Tableau
1-2 Years Procurement experience (Minimum
1 - 3+ Years experience in reporting and analytics that directly aligns with the responsibilities of the position.

Nice-to-haves:

1 - 3+ Years of customer service or operations experience, including experience reviewing/updating business processes directly aligned to the specific responsibilities of this position
Project Management experience

Application Deadline

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 $53,500 - $96,300 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.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Nearest Major Market: Omaha
Nearest Secondary Market: Council Bluffs
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