Sr. Business Analyst, Competitive Intelligence

Lincoln Financial•Hartford, CT

6d•$96,900 - $176,200•Hybrid

About The Position

We are excited to bring on Sr. Business Analyst to join the Retail Solutions Competitive Intelligence team in a hybrid environment. The Sr. Business Analyst plays a pivotal role in shaping the Competitive Intelligence team’s transition to a digital-first, data-driven operating model. You will partner closely with enterprise data, analytics, and visualization teams to onboard and manage CI-relevant data sources while driving the shift from static reporting to scalable, self-service insights. Leveraging strong analytical expertise and a collaborative approach, you will translate complex, multi-source data into clear, actionable intelligence that informs strategic decision-making. Proficiency in Excel automation, including VBA or similar scripting tools, is highly valued, along with strong data skills and a demonstrated ability to quickly learn and apply new technologies.

Requirements

4 Year/Bachelor’s degree in business or related field or equivalent work experience (4 years of experience in lieu of Bachelor’s).
5 - 7+ Years of experience in business analysis that directly aligns with the specific responsibilities of this position.
Strong communication and presentation skills with the ability to clearly influence and engage stakeholders at all levels
Demonstrated problem-solving and analytical skills, with the ability to interpret complex data, evaluate trends, and drive sound decisions
Proven ability to manage multiple priorities and projects in a fast-paced, deadline-driven environment
Strong relationship management skills with a collaborative, partnership-oriented approach
Ability to think critically, translate complex information into actionable insights, and recommend process improvements
Demonstrated ability to drive continuous improvement by identifying opportunities to enhance processes, efficiency, and overall outcomes
Proficiency in Microsoft Office Suite, including intermediate Excel skills, and comfort working with data and reporting tools

Nice To Haves

Financial services experience, preferably in Life insurance
Proficiency in Excel automation, including VBA or similar scripting experience
Strong data skills with the ability to quickly learn and apply new tools and technologies

Responsibilities

Drive the strategy and roadmap to evolve CI’s data, reporting, and analytics capabilities toward a more digital, self-service model.
Partner with internal teams and stakeholders to identify data gaps, define needs, and deliver actionable, business-focused solutions.
Lead efforts to modernize and scale reporting through automation, standardization, and improved data delivery processes.
Serve as a key liaison to data, analytics, and visualization teams to ensure tools and dashboards align with CI and business needs.
Translate complex, multi-source data into clear insights, trends, and executive-ready storytelling.
Monitor tool usage, data quality, and performance—continuously improving outputs, driving adoption, and addressing gaps or issues.
Drive continuous improvement by identifying opportunities to enhance processes, efficiency, and overall outcomes.