Capital Management Analyst

Lincoln Financial Group-posted 3 months ago

$69,000 - $124,600/Yr

Full-time • Mid Level

Remote • Radnor, PA

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We are excited to bring on a Capital Management Analyst to support the Finance organization in a work from home environment. As the Capital Management Analyst, you will prepare, analyze and report on more complex financial information and provide management with more complex financial perspective for your assigned area. You will consult, analyze and deliver on more complex assignments and projects. You will act as a resource to applicable internal and external stakeholders.

Collaborate with Lincoln's business units, Corporate Financial Planning & Analysis (FP&A), Capital Management, Tax, and others to prepare quarterly NAIC Risk-Based Capital (RBC) / free cash flow (FCF) forecasts and 5-year capital plans, including analytics for senior leadership.
Assist in enterprise-wide capital stress testing, sensitivity analysis, and scenario modeling to help identify risk exposures and support recommendations to senior leadership.
Contribute to forecast process enhancements.
Maintain and enhance the RBC modeling capabilities used in 5-year plans to improve granularity and precision of projections.
Support integration of the RBC forecast and business unit / product-specific Target Capital projections into departmental initiatives aimed at strengthening our financial infrastructure and capabilities.
Identify opportunities to streamline and document procedures and improve coordination across departments.
Support strategic initiatives (reinsurance, M&A, etc.) through modeling of impacts to RBC and Lincoln's broader financials, providing analytical input that informs executive decision-making and aligns capital deployment with long-term business goals.
Support evaluation of the impact of regulatory changes on RBC and other key financial metrics.
Develop knowledge and skills in the Bermuda regulatory framework to support the ongoing integration of Bermuda-based reinsurance subsidiary into forecast and other business as usual (BAU) processes and analytics.

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
3-5+ years of experience in financial analysis that directly aligns with the specific responsibilities for this role.
Strong understanding of STAT financial statements and RBC.
Ability to assist with interpreting regulatory guidance (RBC / Statutory Accounting).
Strong technical skills in financial modeling/analysis with keen attention to detail.
Ability to evaluate and analyze complex information for decision-making.
Strong written and verbal communication skills.
Strong intellectual curiosity and critical thinking ability.
Capable of managing multiple tasks under pressure.
Proven ability to work effectively as part of a team and collaborate with business partners and stakeholders.
Complies with all company and site policies and procedures.
Remains current in profession and industry trends.
Proficiency in Microsoft Office Suite, with advanced Excel skills.

ASA designation (or progress towards obtaining), with the commitment to continue progress toward obtaining the FSA designation.
Familiarity with Advanced Analytics.

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.

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