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Excel / VBA Modeling Analyst

Lincoln Financial Group Greensboro, NC

Job Description

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

Relocation assistance is not available for this opportunity.

Requisition #47621

About the Company

Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

The Role

The Excel/VBA Development Analyst will primarily be responsible for more complex development of benchmark test tools for our annuity illustration and administration systems. This position will provide more complex, forward-thinking analysis furnishing advice to various stakeholders, providing support for numerous functions of the Annuities group and delivering on routine assignments/projects while applying knowledge of his/her assigned area. The incumbent will act as a primary resource for annuity illustration questions or issues. In addition, the incumbent will support other ad hoc annuity analytical initiatives.


Technical Knowledge

  • Develop and implement more complex Excel-based testing models for Variable, Fixed, Indexed, Immediate and Deferred Income Annuities to ensure the accuracy of our illustration system(s), including but not limited to: Adding new products to existing spreadsheet models, creating new spreadsheets for new products, and updating existing spreadsheets for product changes.
  • Analyze and prepare spreadsheets for the Illustration system(s) with each release to verify illustration accuracy.
  • Lead in debugging the Illustration system and determine the sources of differences from the benchmark tool.
  • Add new products and update existing products as needed in the NY Reg 60 spreadsheet
  • Respond to queries from distribution regarding product illustrations and projections.
  • Clarify product design and calculations using benchmark test tools.
  • Maintain knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assess the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
  • Promote and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of his/her assigned area(s) of responsibility.
  • Serves as a resource for ad hoc annuity product pricing and risk analysis assignments as needed

    Education and Certification

  • 4 Year/Bachelors Degree, preferably in mathematics, computer science or similar technical field


  • 3-5+ Years of Experience in modeling or programming that directly aligns with the specific responsibilities for this position.
  • Advanced Spreadsheet and programming experience with VBA or other similar languages.
  • Demonstrated analytical and problem-solving skills, detail-oriented, independent, motivated, innovative.
  • Strong written and verbal communication skills.
  • Ability to read, analyze and interpret both internal and external documents.
  • Apply mathematical concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.
  • Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Define problems, collect data, establish facts and draw valid conclusions.
  • Evaluate trends in data or information.
  • Strong understanding of annuity products and markets preferred.
  • Ability to work with others in a collaborative team environment
  • Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Demonstrates solid project management skills, including critical ability to coordinate and balance multiple projects under pressure in a time-sensitive environment and meet deadlines. #LI-AE1

This position may be subject to Lincolns Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

Job Details

Date Posted March 18, 2018
Date Closes April 17, 2018
Requisition 47621-en_US
Located In Greensboro, NC
Department Actuarial
SOC Category 00-0000.00