Sr. Financial Analyst of Management Reporting & Innovation

Date: Apr 7, 2019

Location: Philadelphia, PA, US

Company: Lincoln Financial





Alternate Locations: Philadelphia, PA (Pennsylvania)


Relocation assistance is not available for this opportunity.


Requisition #58422


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 Director of Management Reporting & Innovation will oversee and advance the Management Reporting function for Lincoln Financial Network (LFN) by developing a Key Performance Indicators (KPIs) framework, creating new and innovative reports, and improving the content/cosmetics/efficiency of existing reports.  In this role, she/he will serve as the single source of truth and central data and analytics source for financial and non-financial KPIs.



  • Drive the transformation to “NextGen” Management Reporting, including use of dashboarding software and other tools
  • Serve as the lead on creation of new and innovative executive-level business reports, spanning from metric identification and definitioning to data discovery to report design to report production & continuous improvement
  • Optimize the portfolio of LFN Management Reports by continuously improving value-added content, delivering an elegant client-facing interface and end-user experience, and implementing efficiencies to streamline assembly
  • Develop and maintain a “single source of truth” inventory and framework of KPIs, related definitions/owners/data sources, and trend of actual results
  • Maintain a strong working knowledge of existing Management Reporting software tools and techniques as well as staying abreast of latest cutting-edge ones emerging in the marketplace
  • Maintain knowledge on current and emerging developments and trends for assigned areas of responsibility, assess the impact, and collaborate with senior management
  • Direct and enhance organizational initiatives by positively influencing and supporting change management
  • Identify and direct the implementation of process improvements that significantly improve quality across the team, department and business
  • Provide direction on assignments, projects, and initiatives to build and enhance the capability of assigned areas of responsibility
  • Provide subject matter expertise and support to the Finance team for assigned areas of responsibility
  • Direct and participate in departmental and enterprise wide projects



  • Undergraduate degree
  • CPA license is preferred



  • 5-7 years of experience in financial services or the broker-dealer industry is preferred.
  • Confident, comfortable communicator with strong written and verbal communication skills. 
  • Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions and presentations.
  • 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.
  • Ability to analyze information and to evaluate the implications of a course of action or solution.
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
  • Successfully completes regulatory and job training requirements.




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

Job Segment: Financial, Manager, Financial Analyst, Law, Marketing Manager, Finance, Management, Legal, Marketing