AI Solutions Analytics & Automation Lead

Lincoln Financial • Radnor, PA

1d • $106,875 - $171,000 • Hybrid

About The Position

This role applies advanced knowledge of AI, analytics, reporting, data, and automation to lead complex projects and develop scalable solutions within established business priorities. The role works with leaders and cross-functional partners to clarify needs, recommend approaches, coordinate delivery, and improve processes, reporting, decision-making, and measurable business outcomes.

Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
• 5+ Years Experience directly aligned to the duties of the role, including analytics, business intelligence, reporting, AI solutions, automation, data solutions, operational excellence, enterprise services, consulting, or related disciplines. (Required)

Nice To Haves

• Advanced Excel
• Power BI
• Power Automate
• MS Power Apps
• Generative AI platforms such as MS Co-Pilot, Claude
• Claude Code
• SQL
• Tableau
• Alteryx
• Process Mining Solutions
• Python

Responsibilities

• Identifying, evaluating, prioritizing, and executing complex AI, analytics, reporting, and automation opportunities.
• Facilitating business discovery and requirements-gathering workshops and translating business objectives into analytical, reporting, automation, AI, and technology requirements.
• Building and managing a portfolio of AI, automation, reporting, and analytics initiatives.
• Leading AI use cases from concept through implementation, adoption, measurement, and value realization.
• Designing and optimizing AI-enabled workflows using Microsoft Copilot, Claude, Claude Code, and other approved enterprise AI technologies, applying sound judgment and established governance standards.
• Developing reusable prompts, prompt libraries, workflow templates, automation components, and solution assets that improve consistency, efficiency, and scalability.
• Documenting models, prompts, workflows, business rules, controls, and solution designs to support reproducibility, auditability, maintenance, and compliance with governance expectations.
• Designing, building, and maintaining complex data models, dashboards, scorecards, performance metrics, and reporting solutions that provide reliable and actionable business insights.
• Developing executive and operational reporting that communicates trends, risks, opportunities, capacity constraints, and performance improvement opportunities.
• Analyzing large, complex, and incomplete datasets; resolving data and reporting issues where precedent may not exist and recommending practical improvements to processes, controls, and services.
• Partnering with Technology and Data & Analytics teams to define integration requirements and implementing scalable reporting solutions that combine information from enterprise platforms and source systems.
• Translating fragmented business processes, disparate data sources, and reporting needs into reusable business definitions, mapping rules, data models, and governed reporting assets.
• Providing subject matter guidance to stakeholders and project participants, explaining complex concepts, and sharing reusable practices that strengthen solution quality and adoption.
• Leading the work of small project teams as assigned, coordinating tasks, providing guidance, and supporting delivery against project objectives and departmental priorities.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree