Data Analyst - Distribution Enablement

Lincoln Financial • Radnor, PA

3d • Hybrid

About The Position

The Data Analyst – Distribution Enablement will consult, analyze, and deliver on more complex data analytics and metrics to support goals & objectives for Lincoln Financial Distribution (LFD). They will also act as a resource to applicable internal and external stakeholders. They will identify more complex data patterns and trends and provide insights to enhance business decision making.

Requirements

• 3-5+ years of data analytics, data mining, and/or reporting experience that directly aligns to the responsibilities of this position
• Bachelor's degree or equivalent work experience
• Prior experience with SQL Server, Tableau, and BI visualization tools
• Excellent communication skills with a proven ability to translate complex data into clear insights, effectively influencing management and key stakeholders
• Analytical skills and close attention to detail
• Ability to adapt quickly in a changing work environment

Nice To Haves

• Prior Financial Services experience
• Experience utilizing AI to enhance data analysis and insights

Responsibilities

• Partner with distribution, sales, marketing, and other business stakeholders to understand business questions, define data requirements, and deliver insights that inform strategy, validate assumptions, and uncover growth opportunities.
• Identify, interpret, and communicate trends, variances, opportunities, and anomalies within sales and distribution data; research inconsistencies and present findings and recommendations to distribution leaders.
• Proactively bring forward analytics and insights that help the business better understand product opportunities, market activity, and the effectiveness of sales and marketing efforts.
• Integrate and synthesize data from multiple sources—including internal sales and opportunity data and external firm data—to develop a more complete view of business performance and opportunity areas.
• Maintain an understanding of how the data contained in the various systems are utilized, and triangulate various aspects of the data into a usable format to support decision making.
• Serve as a resource to advise management & business stakeholders on use of quality business analytics, tools, and methods to improve efficiency, accuracy, and interpretation of various business metrics.
• Maintain knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborate with management to incorporate new trends and developments in current and future solutions.
• Help advance the team’s use of emerging technologies, including AI-enabled solutions, to improve insights and business value.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees