Specialist, Financial Analysis at Lincoln Financial

Specialist, Financial Analysis

As a Specialist, Financial Analysis on the Workplace Solutions Incentive Compensation team, you will produce monthly and annual projections for incentive compensation expenses. You will perform routine assignments/projects while simultaneously leveraging and applying knowledge. You will prepare, analyze, and report on financial information and provide management with a financial perspective.

What you'll be doing:

• Prepare monthly and annual projections of incentive compensation expenses based on sales forecasts, market trends, historical data, and business strategies.
• Maintain complex financial models to support decision-making processes, including scenario analysis and sensitivity testing.
• Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects.
• Identifies and recommends process improvements that significantly reduce workloads or improve quality.
• Prepares, analyzes and reports on more complex financial information.
• Provides management with a more complex financial perspective.
• Evaluates financial information to develop and deliver more complex standard, and ad-hoc financial analysis.
• Provides support to the financial analysis team in the preparation and delivery the analysis of financial information including more complex financial analysis.
• Identifies financial analysis issues/concerns and recommends mitigation solution(s) to management.

What we're looking for:

• 4 Year/Bachelor's degree in Mathematics, Statistics, Economics, Data Analytics or other quantitative major.
• 1-3+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position (Required)
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Outlook). Advanced Excel user with experience in building charts/visualizations and utilizing data analysis functionality.
• Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.
• Critical Thinking: The ability to think critically and analytically, to evaluate complex financial data, and draw sound conclusions and recommendations.
• Problem solving skills: The ability to identify challenges, develop creative solutions, and implement effective strategies to address them.
• Attention to detail: Ensuring accuracy and precision in financial analysis, modeling, and reporting, which is crucial for producing reliable insights and recommendations.
• Confident, comfortable communicator with strong written and verbal communication skills.
• Ability to work with others in a team environment.
• Demonstrated strong relationship management skills with internal clients (e.g. Senior management, direct management, and colleagues); proven ability to develop collaborative approaches.

• Tableau experience
• Incentive compensation experience

Applications for this position will be accepted through 5/30/26 subject to earlier closure due to applicant volume.