AVP, M&A Strategy & Financial Modeling

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

 

 Work Arrangement:

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

 

Relocation assistance:  will be considered/provided for this opportunity within our company guidelines.

 

Requisition #: 75159

 

The Role at a Glance

As the AVP, M&A Strategy & Financial Modeling, you'll lead high-impact initiatives that shape the future of the organization through strategic vision. You’ll be responsible for building, evaluating, and maintaining complex financial and strategic models that drive our company’s growth and strategic decision-making.  Your work will directly support M&A and other key transactions, requiring a sophisticated understanding of statutory and GAAP corporate modeling. This role offers the opportunity to influence enterprise strategy, collaborate with senior leadership, and drive financial and operational outcomes.

What you'll be doing

• Build and maintain complex financial models to asses potential deals, forecast company performance, and support M&A, and other strategic initiatives.
• Develop financial models for valuation and deal structuring, providing critical insight to support senior management in strategic decision-making.
• Play a key role in the due diligence process for M&A transactions, conducting thorough financial analysis and evaluating target companies.
• Create clear, concise, and compelling presentations for senior management and executive leadership, distilling complex financial calculations and analyses into a clear, actionable story.
• Evaluates and interprets highly complex economic trends and conditions which affect the financial services industry to contribute to short-term and long-term M&A policies and plans.
• Partner with cross-functional teams, including actuarial, finance, operations, and legal to execute deals and leads the transition from deals to integrated business operations.
• Stay current on industry trends, market dynamics, and competitor activities to inform modeling assumptions and strategic recommendations.
• Participates as needed on Lincoln committees (e.g., Asset Liability, Risk, Product, etc.), providing functional expertise.

What we’re looking for

Must-Haves

• 10+ Years experience in M&A, corporate development, finance or a related field, with a strong focus on the life insurance and annuity sectors.
• Extensive experience in building complex financial models, with a demonstrated understanding of life insurance and annuity statutory and GAAP corporate modeling.
• Strong analytical and problem-solving skills, with a meticulous attention to detail.
• Excellent written and verbal communication skills, with the ability to create clean, visually effective presentations that convey a strong narrative.
• Strong interpersonal and relationship management skills. Ability to adapt quickly in a fast paced and dynamic work environment

Application Deadline

Applications for this position will be accepted through October, 30, 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 arrangements that work for you

• Effective productivity/technology tools and training

 

The pay range for this position is $125,800 - $229,100 with anticipated pay for new hires between the minimum and midpoint of the range and