Excel/VBA Modeling Consultant

Lincoln Financial • Charlotte, NC

20d • Hybrid

About The Position

We are excited to bring on an Excel/VBA Modeling Consultant to join our Retail Solutions business in a hybrid work environment. We are open to candidates in the following key city locations: Charlotte (NC), Fort Wayne (IN), Greensboro (NC), Hartford (CT), Omaha (NE), or Radnor (PA).

As the Excel/VBA Development Consultant, you will be responsible for more complex development of benchmark test tools for our annuity illustration and administration systems. In this position, you will provide more complex, forward-thinking analysis furnishing advice to various stakeholders, providing support for numerous functions of the Annuities group and delivering on routine assignments/projects while applying knowledge of your assigned area. You will act as a primary resource for annuity illustration & technical questions or issues. Additionally, you will support other ad hoc annuity analytical initiatives. If this sounds like a role for you, please read on!

Requirements

• 4 Year/Bachelor’s Degree, preferably in mathematics, computer science or similar technical field
• 3 – 5+ Years of Experience in modeling or programming that directly aligns with the specific responsibilities for this position.
• Advanced Spreadsheet and programming experience with VBA or other similar languages.
• Demonstrated analytical and problem-solving skills, detail-oriented, independent, motivated, innovative.
• Ability to work with others in a collaborative team environment
• Strong written and verbal communication skills.
• Strong understanding of annuity products and markets preferred.
• Ability to read, analyze and interpret both internal and external documents.
• Apply mathematical concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.
• Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Define problems, collect data, establish facts and draw valid conclusions.
• Evaluate trends in data or information.
• Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Demonstrates solid project management skills, including critical ability to coordinate and balance multiple projects under pressure in a time-sensitive environment and meet deadlines.

Nice To Haves

• Strong understanding of annuity products and markets preferred.

Responsibilities

• You will develop and implement more complex Excel-based testing models for Variable, Fixed, Indexed, Immediate and Deferred Income Annuities to ensure the accuracy of our illustration system(s), including but not limited to: adding new products to existing spreadsheet models, creating new spreadsheets for new products, and updating existing spreadsheets for product changes.
• You will analyze and prepare spreadsheets for the Illustration and technical system(s) with each release to verify product accuracy.
• You will lead in debugging the Illustration and technical system and determine the sources of differences from the benchmark tool.
• You will add new products and update existing products as needed in the NY Reg 60 spreadsheet.
• You will respond to queries from distribution regarding product illustrations and projections.
• You will clarify product design and calculations using benchmark test tools.
• You will serve as a resource for ad hoc annuity product pricing and risk analysis assignments as needed
• You will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of your assigned area(s) of responsibility.
• You will maintain knowledge on current and emerging developments/trends for your assigned area(s) of responsibility, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions.
• You will promote and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within your assigned area(s) of responsibility.

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: 5,001-10,000 employees