AVP, Financial Analysis

Alternate Locations: Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

 

 Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 75163

 

The Role at a Glance

 

This position provides leadership, direction and functional expertise on Life Finance transformation projects to enhance financial analysis and operational efficiency. They will partner with our business and IT team to drive transformation projects to completion by leveraging relationship management skills, and their expertise in financial analysis.

 

 

What you'll be doing

 

• Leads and contributes to departmental or enterprise-wide transformation initiatives, ensuring alignment with stakeholder needs and strategic objectives
• Manages consultants, resources and relationships to deliver impactful project outcomes
• Executes and helps shape strategy within assigned area(s), offering subject matter expertise in financial analysis, planning and forecasting.
• Identify areas of improvement both in projects and in regular course of business that can benefit the broader organization as part of transformation efforts.
• Strong communication skills, the ability to present, influence, and take feedback by interacting with all levels of management through clear, informed and logical discussions and presentations.
• Provides management with a comprehensive strategic financial perspective, including potential mitigation solutions.
• Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
• Identifies and directs strategic process improvements that significantly improve quality across the team, department and/or business unit.
• Provides strategic direction to build and enhance the capability.

What we’re looking for

 

Must-haves:

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
• 10+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position. Background can be  Financial Analysis, Accounting, or Actuarial. (Required)

 

Nice-to-haves:

• Demonstrated ability to identify, develop and implement process improvements.
• Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.  
• Demonstrates strong interpersonal skills with a collaborative style.  
• Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines. 
• Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding. 
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). 
• Familiarity with Anaplan, SQL, Dataiku preferred.

 

Application Deadline

 

Applications for this position will be accepted through October 12, 2025, subject to earlier closure due to applicant volume.

 

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

 

What’s in it for you:

• 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 arrangem