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AVP, LFN Financial Planning & Analysis

Lincoln Financial Group Philadelphia, PA

Job Description

Alternate Locations: Philadelphia, PA (Pennsylvania)

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

Hiring Manager: Scott Michael Witeby

Level: M4

Requisition #54701

About The Company

Led by over 9,000 employees including you 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.

This position provides leadership, direction and functional expertise to ensure departmental results for his/her assigned area(s) of responsibility. S/he will also contribute to the development of Financial Planning & Analysis departmental strategy and ensure that financial information is delivered in a clear, concise and actionable way.Responsible for three business channels within Lincoln Financial Network: Lincoln Financial Securities (LFS), and two general insurance agencies (ABGA and GA)

Critical Success factors:

  • Quarterly business reviews
  • Strategic and financial planning
  • Budgeting and forecasting
  • Advisor cost to serve
  • Product profitability
  • Supporting business channel heads for LFS, ABGA and GA
  • Supporting LFN legal, regulatory and risk management
  • Life loan modeling and amortization
  • Assist with incentive compensation plan design


  • Analyze the key drivers of growth for LFS, ABGA and GA
  • Advises and provides subject matter expertise to management and applicable stakeholders on key financial analytics and identified trends for his/her assigned areas(s) of responsibility.
  • Analyzes, reviews and reports on complex financial information.
  • Anticipates and proactively provides strategies/solutions to complex financial problems or trends for his/her assigned area(s) of responsibility.
  • Contributes to the strategy development for financial trends, issues and/or concerns for his/her assigned area(s) of responsibilities.
  • Develops and implements financial analysis policies and procedures.
  • Develops and/or manages budget/expenses for his/her assigned area(s) of responsibility.
  • Directs a team that provides financial analysis support and complex reporting for management
  • Directs and ensures a thorough evaluation of complex financial metrics and analysis while carefully following processes to achieve efficiency.
  • Directs and/or participates in departmental or enterprise wide complex projects assigned by providing stakeholders with actionable and valuable complex financial information to enable decision-making that results in successful outcomes.
  • Directs the complex analysis and validation of financial data to ensure information is sufficient, compliant, accurate and reliable.
  • Directs the complex research, analysis, recommendation, and implementation of complex financial analytics for his/her assigned area(s) of responsibility financial analysis team.
  • Identifies, recommends and implements opportunities to make the complex financial analysis processes more efficient and achieve balance of timeliness and precision.
  • Provides complex financial analyses for his/her assigned area(s) of responsibility.
  • Provides direction on complex financial analysis activities & processes, including directing the development of sufficient, accurate & reliable complex financial information to support data driven decision making for assigned area(s) of responsibility.
  • Provides subject matter expertise and direction and/or performs complex financial analyses for his/her assigned area(s) of responsibility.

    Education & Experience

  • 10+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management/critical stakeholders experience(Required)
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in (Minimum Required)

    Travel Information

  • Travel Type: National Domestic
  • Travel Amount: up to 25%

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.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Job Details

Date Posted June 7, 2018
Date Closes July 7, 2018
Requisition 54701-en_US
Located In Philadelphia, PA
Department Finance
SOC Category 00-0000.00