Lincoln Financial Group-posted 3 months ago
$93,300 - $169,700/Yr
Full-time • Mid Level
Radnor, PA
Insurance Carriers and Related Activities

The Sr. Financial Analyst - Variable Annuities will provide subject matter expertise and direction on complex projects/initiatives supporting the accounting, hedging, and product teams for our variable annuity product lines. They will prepare, analyze and report on complex financial information and provide management with a complex financial perspective for variable annuities.

  • Prepares, analyzes and reports on complex financial information for Lincoln's variable annuity product line.
  • Provides management with a complex and comprehensive financial perspective, including potential mitigation solutions.
  • Evaluates financial information to develop and deliver complex, standard, and ad-hoc financial analysis.
  • Provides subject matter expertise and support to the financial analysis team in the preparation and delivery of complex financial information for their assigned area(s) of responsibility.
  • Serves as a subject matter expert to team members and internal stakeholders on complex analysis of financial information.
  • Directs and/or participates in departmental or enterprise wide projects.
  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.
  • Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
  • Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects for their assigned area(s) of responsibility.
  • 5 - 7+ Years experience in financial analysis or financial reporting that directly aligns with the specific responsibilities for this position.
  • Bachelor's degree or equivalent work experience.
  • Expertise working with annuity products.
  • Ability to be innovative and an aptitude to drive and accept change.
  • Effective verbal and written communication skills.
  • Analytical skills and close attention to detail is necessary.
  • Ability to adapt quickly in a changing work environment.
  • 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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