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Specialist, Financial Analysis (FP&A)

Lincoln Financial Group Greensboro, NC

Job Description

Alternate Locations: Greensboro, NC (North Carolina); Omaha, NE (Nebraska)

Relocation assistance is not available for this opportunity.

Requisition #53521

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.

This FP&A Specialist will be a member of the Financial Planning and Analysis team and will support our Group Benefits/Group Protection (GP) business unit. S/he will prepare, analyze and report on business line forecasted and actual results and provide management with a financial perspective for his/her assigned area(s) of responsibility.  This role offer high visibility working directly with Senior Leadership and have room for growth in a dynamic team with a great culture (please check out our website).



  • Prepares and analyzes GP monthly & quarterly earnings memo and dashboards that includes financial statements, key performance drivers, analysis of key business trends and delivering explanations of earnings drivers and variances.
  • Prepares, analyzes and presents on financial information and earnings across multiple basis of accounting and reporting for his/her assigned area(s) of responsibility.
  • Gain an understanding of and be able to perform  segment specific responsibilities such as activity reporting and analysis, fee income rate analysis, interest margin analysis and commissions analysis.
  • Interact and communicate with Finance and business line financial management, including senior management.
  • Contributes to the continued development of analysis, forecasting and modeling tools.
  • Performs and delivers on routine assignments while simultaneously leveraging and applying knowledge of his/her assigned area(s) of responsibility.
  • Provides support to financial analysis team members in the preparation and delivery of financial information for his/her assigned area(s) of responsibility.
  • Promotes and enhances organizational initiatives by positively influencing and supporting change management and departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Identifies and communicates to management process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility.
  • Provides support to financial analysis team members in the preparation and delivery of financial information for his/her assigned area(s) of responsibility.



  • 4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors) (Minimum Required)



  • 1-3+ years of experience in Financial Analysis or comparable fields.
  • Experience working with Essbase, Hyperion and SAP Business Objects a preferred
  • Strong analytical skills
  • Confident and comfortable communicator with strong written and verbal communication skills.
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Strong project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
  • Demonstrates ability to identify and recommend processes improvements.
  • Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches.
  • Define problems, collect data, establish facts and draw valid conclusions.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) #LI-AY1


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 June 12, 2018
Date Closes July 12, 2018
Requisition 53521-en_US
Located In Greensboro, NC
Department Finance
SOC Category 00-0000.00