Hybrid Financial Analysis Specialist

at Lincoln Financial

• Job title: Financial Analysis Specialist
• Job type: Full Time
• Experience level: Junior
• Salary: $55,700 - $100,200 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Radnor, United States

About the role

• Financial Analysis Specialist supporting Private Market Funds sales forecasting and data management at Lincoln Financial. Collaborating with analysts to deliver accurate forecasting and planning outputs.

Responsibilities

• Assist Director (LFD Finance) with the generation of a monthly Private Market Funds sales forecast
• Assist the team analysts with the generation of sales forecasts for RSD (Annuities, 401(k)) & ISD (Life, MoneyGuard (LTC), and Executive Benefits)
• Run forecast scenarios through Anaplan, ensuring correct inputs and assumptions
• Support updates to forecast assumptions, trends, and variance explanations
• Assist with documentation of forecast changes and preparation of materials for Product Heads and Distribution leadership
• Support development of Private Market Funds, RSD & ISD annual and quarterly sales plans, goals, and projections
• Produce daily, weekly, and monthly sales performance reports supporting both Senior Analysts
• Maintain and distribute dashboards tracking production, pipeline, and key performance metrics across product lines
• Prepare and validate datasets used for forecasting, planning, and leadership updates

Requirements

• Bachelor’s degree in Finance, Economics, Analytics, Business, Mathematics, or related field
• 1–3 years of data or business analytics experience preferred (internships acceptable)
• Strong Excel skills including pivot tables, XLOOKUP, SUMIFS, and basic modeling
• Ability to work with large datasets across multiple systems
• High attention to detail with strong accuracy standards
• Strong communication skills with the ability to summarize insights clearly
• Curiosity and willingness to learn product fundamentals across annuities, 401k, life, LTC, and executive benefits.

Benefits

• 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