Lincoln Financial Group Sr. Analyst, Customer Reporting in Boston, Massachusetts

Alternate Locations: Atlanta, GA (Georgia); Boston, MA (Massachusetts); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Omaha, NE (Nebraska); Portland, ME (Maine); Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #57991

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

The Role

As Sr. Analyst, Customer Reporting, you will provide subject matter expertise and direction on complex projects/initiatives for customer reporting. You will lead the timely and accurate preparation of complex reports and dashboards while analyzing and interpreting of complex data to provide insights that will aid senior management in decision-making and drive achievement of business objectives. The role will lead the development of reports, models, and other technical tools that enhance positive relationships and ensure Lincolns success in the industry.


  • Clearly communicates and documents assumptions, underlying reports & data, table structures, and processes/approach.

  • Consults with business users and/or external customers on complex requirements and translates into data and and/or reporting solutions.

  • Defines, designs and develops dashboards, scorecards, and interactive reports using applicable software and/or other tools.

  • Develops and maintains relationships with internal customers from across the business area to understand business needs; ensures timely and accurate reports, tables, and analysis to aid senior management in decision-making and support business objectives

  • Effectively collaborates across functional areas to ensure data governance and data alignment across various areas

  • Identifies and presents complex data trends to provide insight to management and other internal/external stakeholders. Advises on how to incorporate trend data when creating short and long-term plans.

  • Identifies differences among information sources and determines limitations on reliability and usability of reports to prepare conclusions and forecasts.

  • Leads and provides direction for the compilation, analysis, and interpretation of complex data summaries to support business goals and objectives for his/her area(s) of responsibility.

  • Leads data mining and the development, testing, and delivery of standard and advanced ad-hoc report requests for applicable internal/external stakeholders.

  • Leads innovation and development of complex new reporting elements and/or executable programs as well as updates existing database queries to provide new reports.

  • Leads the development of complex test plans and makes coding changes related to system changes that impact the data warehouse & reporting; leads validation of new reporting tools.

  • Mentors and provides direction to junior team members on technology initiatives and acquiring data to enhance the capability of the team.

  • Provides subject matter expertise on best practices for efficient data controls, storage, structure, and presentation of data to meet business user needs

  • Works with complex data structures to prepare data for standard and customized reports and analysis, updates recurring & ad hoc reports, models, and analyses as needed.

  • Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability of his/her assigned area(s) of responsibility.

  • Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

  • Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit for his/her assigned area(s) of responsibility.

  • Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects for his/her assigned area(s) of responsibility.

  • Maintains knowledge on current and emerging developments / trends for assigned area(s) or responsibility, assess the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.ADDITIONAL POSITION RESPONSIBILITIES

  • Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.

  • Remains current in profession and industry trends.

  • Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes

  • Performs other duties as required.

Education & Experience

  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)in (Minimum Required)

  • 5 - 7+ Years experience in reporting and/or data analysis directly related to the specific responsibilities of this role (Required)

Travel Information

  • Travel Type : National Domestic

  • Travel Amount : up to 10%

This position may be subject to Lincoln’s 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 Lincoln’s 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. 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.

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.