Financial & Metrics Analyst
Lincoln Financial Group - Fort Wayne, IN

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As a Financial & Operational Performance Specialist on the Client Administrative Services (CAS) Business Management team, you will be responsible for the management and reporting of the Budget/Expenses, Service Level Management, Operational Metrics, Analytics & Performance, service dashboards and scorecards. You will work with the Directors and Managers across the organization as well as with Finance, Product, Pricing & Profitability, and Producer Solutions organizations.


Financial Management
  • Assist in the delivery of the Monthly Financial Management Program
  • Determine Financial Management Position of Budget to Actual expenses
  • Determine Financial Management Position of Budget to FY Forecast
  • Develop financial bridge from previous month to current month FY Forecast
  • Identify and analyze financial variance drivers from budget to forecast
  • Build detail line analysis for current month, YTD, and FY forecast variances
  • Assist in the delivery of the annual Financial Budget Program which includes both the Operational & Strategic Budgets
  • Develop financial bridge to annual financial targets
  • Partners with Retirement Plan Services Finance on Business Growth Targets and assumptions
  • Coordinate & develop bottom-up direct expense budget with the CAS Executive Team
  • Coordinate & develop annual CAS Labor Plan (TE, Contractors, & OT) with CAS Executive Team
  • Track continuous improvement, efficiency, and cost reduction efforts and incorporate them into annual targets and budget
  • Build annual budget reports and presentations
  • Perform the budget load and ongoing management in the Finance System
  • Assist in the monthly delivery of the Service Level Management Package
  • Assist in the monthly delivery of the CAS Operational Metrics & Analytics
  • Assist in the development, deployment, and ongoing management of the CAS Performance Reporting Program
  • Serve as a metrics and analytics consultant for ad-hoc requests and strategic projects across LRPS in the analysis and reporting of CAS Service Delivery
  • Assist in fulfilling ad-hoc financial analyses and models that support CAS’ increasing need to understand how the business is performing
  • Support the monthly delivery of CAS product and client level financial
  • Assist in the reporting of unit cost analysis and support LRPS Pricing & Profitability Team during annual product pricing review
  • Assist with the periodic support for Cost-Benefit Analysis and ad-hoc financial analyses and modeling with the CAS Executive Team
  • Undergraduate degree in Business Management, Finance or Accounting or 4+ years’ work experience that directly aligns with the specific responsibilities for this position
  • 3+ years’ experience in IT Service Delivery, Delivery Services Management and/or experience in the Financial Services Industry
  • Strong team and relationship management skills and experience in working with analytical groups and service delivery organizations
  • Strong ability to analyze, develop and present operational and financial information
  • Excellent communication skills- oral and written presentation
  • Strong working knowledge of MS Office suite tools

About this company
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Lincoln Financial Group is a diversified financial services organization headquartered in the Philadelphia region. With $150 billion as of...