Data and Modeling Analyst

Date: Apr 3, 2019

Location: Philadelphia, PA, US

Company: Lincoln Financial

 

 

 

   

Alternate Locations: Philadelphia, PA (Pennsylvania)

 


Relocation assistance is not available for this opportunity.

 



Requisition #58421

 


About the Company

 

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. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

 

The Role

The Data and Modeling Analyst will be responsible for elevating the data capabilities for Lincoln Financial Network (LFN) in order to enhance financial and non-financial reporting and management metrics.   As LFN’s Data Strategy is advanced, this role will also assist in implementing Predictive & Prescriptive Analytics capabilities as part of the normal practice of running and growing the LFN business.

 

Responsibilities

  • Assists in the execution of LFN’s Data Strategy & Roadmap in collaboration with other key partners and subject matter experts across Lincoln (LFN IT, LFN Business, Lincoln Financial Distributors, etc.)
  • Helps to establish a Predictive & Prescriptive Analytics function to optimize business growth and profitability
  • Identifies and implements solutions for data gaps to enable creation of new reports/metrics, improvement of existing reports/metrics, and easy analysis of data
  • Helps to drive the transformation of LFN’s Management Reporting to new dashboarding software and other cutting-edge tools/platforms
  • Improves the efficiency of accessing data across LFN Finance
  • Applies a solid working knowledge of data management techniques, including software solutions for storing, accessing, reporting, and analyzing data
  • Demonstrates ability to learn and optimize (from a data perspective) LFG’s & LFN’s systems and software (from a business functionality lens) as well as propose new cutting-edge software tools as part of our data management or management reporting framework
  • 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.
  • Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of his/her assigned area(s) of responsibility.
  • Identifies and communicates to management process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility.
  • Prepares, analyzes and reports on financial information for his/her assigned area(s) of responsibility.
  • Provides management with a financial perspective for his/her assigned area(s) of responsibility.
  • Collects, compiles and evaluates financial information to develop and deliver standard and ad-hoc financial analysis.
  • Provides support to financial analysis team members in the preparation and delivery of financial information for his/her assigned area(s) of responsibility.
  • Communicates to management on recognized trends of issues/concerns.

 

Education

  • Undergraduate degree or 4+ years work experience that directly aligns with the specific responsibilities for this position

 

Experience

  • 1-3 years’ experience in the financial analysis experience that directly aligns with the specific responsibilities desirable
  • Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures.
  • Strong written and verbal communication skills.
  • Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.
  • Works with mathematical concepts such as averages and/or variances.
  • Ability to evaluate information and the implications of a course of action or solution.
  • Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form.
  • Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Define problems, collect data, establish facts and draw valid conclusions.
  • Evaluate trends in data or information.
  • Ability to perform under stress in cases of emergency, critical or hazardous situations.
  • Ability to work with others in a team environment.
  • Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Demonstrates solid project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
  • Demonstrates strong interpersonal skills with a collaborative style.
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
  • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
  • Proficiency with Microsoft Office Suite (Access, Word, Excel, PowerPoint, Outlook).

#LI-POST

 

 

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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.


Nearest Major Market: Philadelphia

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