Annuity Expense Analyst

Lincoln Financial•Radnor, PA

10d•$84,375 - $135,000•Hybrid

About The Position

This role will analyze and report on expense variances across actuals, budgets, and forecasts, preparing detailed reports to help business leaders understand key drivers. The position also contributes to annual planning as well as strategic initiatives. You will have a broad set of responsibilities that will allow you to interact with many teams and leaders across the organization.

Requirements

3 – 5+ years of experience as an analyst that aligns with the responsibilities
4 year degree or equivalent work experience
Demonstrate excellent organizational skills with the ability to prioritize workload and multi-task while maintaining attention to detail
A strong work ethic who can overcome obstacles and knows how to partner with others to ensure the works gets done
Excellent analytical and problem solving skills

Nice To Haves

Experience in Financial Services, specifically Annuities
Experience in FP&A roles

Responsibilities

Identify and analyze expense variances (actuals, budget, forecast) and builds detail line analysis for variances for current month, YTD, QTD, and FY forecast
Develops detailed expense analysis primarily around allocated expenses impacting the Annuities business line.
Assist in the development and implementation of product level expense assumptions for use in pricing and actuarial modelling, including monitoring actual results vs. expectation
Provides support for quarterly forecasting, annual budgeting, and longer term expense planning
Identifies and recommends process improvements that significantly reduce workloads and/or improve quality for assigned area(s)
Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects
Provides periodic and ad-hoc reporting to team members, leaders and stakeholders
Contributes to financial component of the strategic planning process, including creation of business case and CBA documentation and alignment of budget with approved initiatives