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About Lincoln Financial Group – A Legacy of Trust and Innovation
Lincoln Financial Group is a national leader in retirement, insurance, and wealth protection solutions, serving more than 16 million customers who rely on us to safeguard their financial future. With $290 billion in assets under management and a reputation for ethical stewardship—ranked on the Dow Jones Sustainability Index and recognized as one of Ethisphere’s World’s Most Ethical Companies—Lincoln offers a purpose‑driven environment where integrity, diversity, and community impact are central to everything we do.
Our Insurance Solutions division, and specifically our Annuity Solutions business, sits at the heart of this mission. We design, market, and manage annuity products that give retirees reliable income streams, allowing them to enjoy the later chapters of their lives with confidence. Joining our team means contributing to products that make a real difference, while working alongside talented professionals who champion collaboration, continuous learning, and innovative thinking.
Why This Role Matters – The Strategic Impact of an AVP, Annuity Financial Analysis
As the Assistant Vice President (AVP) of Annuity Financial Analysis and Management, you will be the financial steward for one of the fastest‑growing segments of Lincoln’s business. Your insights will directly influence product strategy, profitability, and long‑term sustainability. By partnering with senior leaders, you will help shape the trajectory of our annuity portfolio, ensuring that growth is both aggressive and responsibly managed.
Core Responsibilities – Driving Financial Excellence
- Strategic Financial Planning & Forecasting: Lead the annual and quarterly financial planning processes for Annuity Solutions, delivering segment‑level forecasts that align with corporate goals.
- Profitability Analysis: Deep‑dive into business profitability trends, identify growth opportunities, and devise data‑driven strategies to optimize margins.
- Quarterly Earnings Management: Own the GAAP and statutory earnings reporting cycle, ensuring accurate, timely, and insightful communication of results to senior leadership.
- Leadership & Team Development: Build, mentor, and retain a high‑performing finance team, fostering a culture of continuous feedback, technical skill advancement, and leadership growth.
- Stakeholder Collaboration: Partner with product, sales, actuarial, and underwriting teams to translate complex financial data into actionable business decisions.
- Process Optimization: Identify inefficiencies in financial analysis workflows; implement automation, best‑practice methodologies, and technology solutions to enhance speed and precision.
- Strategic Projects & Initiatives: Lead or contribute to cross‑functional projects that require sophisticated financial modeling, risk assessment, and scenario planning.
- Regulatory & Compliance Oversight: Ensure all financial reporting adheres to statutory requirements, internal policies, and industry best standards.
Essential Qualifications – What You Bring to the Table
- 10+ years of progressive experience in financial analysis, preferably within the insurance, annuity, or broader financial services industry.
- Minimum of 3 years in a supervisory or managerial role with demonstrated ability to influence senior executives and drive cross‑functional initiatives.
- Bachelor’s degree in Finance, Accounting, Business, Economics, or a closely related field; a Master’s degree or professional certification (CFA, CPA, CPA‑C, or equivalent) is highly desirable.
- Exceptional written and verbal communication skills, with a proven track record of delivering persuasive presentations to senior leadership.
- Advanced proficiency in Microsoft Excel (including complex formulas, pivot tables, VBA) and PowerPoint; experience with financial planning systems (e.g., Hyperion, SAP BPC) is a plus.
- Strong analytical mindset with the ability to apply statistical concepts, probability models, and ratio analysis to solve real‑world business problems.
- Demonstrated success in hiring, developing, and coaching high‑performing finance professionals, fostering an environment of accountability and growth.
Preferred Skills & Attributes – The Ideal Candidate
- Experience working with annuity products, life insurance, or retirement solutions, providing a nuanced understanding of product economics.
- Knowledge of GAAP, statutory accounting principles, and regulatory frameworks specific to the insurance industry.
- Proven project‑management expertise, with the ability to lead multiple, time‑sensitive initiatives simultaneously.
- Strong relationship‑building capabilities; comfortable navigating complex stakeholder landscapes and influencing outcomes without direct authority.
- Familiarity with data‑visualization tools (e.g., Tableau, Power BI) to enhance executive reporting.
- Commitment to diversity, equity, and inclusion, with experience fostering an inclusive team culture.
What Lincoln Offers – Compensation, Benefits, and Growth Opportunities
We recognize that our people are our greatest asset. In return for your expertise and dedication, Lincoln provides a comprehensive rewards package that includes:
- Competitive base salary ranging from $118,300 to $215,800, commensurate with experience, location, and performance.
- Annual Incentive Program tied to individual, team, and company performance, with potential for additional long‑term incentive awards.
- Robust health and wellness benefits – medical, dental, vision, and mental‑health resources, alongside a generous employee assistance program.
- Flexible work arrangements – fully remote possibilities, hybrid schedules, and a supportive environment that values work‑life balance.
- Paid Time Off (PTO) and parental leave – generous vacation accruals, family‑care leave, and recognized holidays.
- Professional development – tuition assistance, leadership development programs, and access to industry‑leading training platforms.
- Financial counseling & health coaching – personalized support to help you achieve your own financial goals.
- Retirement savings options – 401(k) with company match, enabling you to build a secure future.
Career Path & Advancement – Your Future at Lincoln
Lincoln is committed to helping you chart a clear and rewarding career trajectory. As an AVP, you will:
- Gain visibility with executive leadership and contribute directly to strategic decisions that shape the business.
- Access mentorship from senior finance leaders and cross‑functional partners across the organization.
- Transition into higher‑level roles such as Vice President of Finance, Director of Financial Planning & Analysis, or other senior leadership positions within the Insurance Solutions portfolio.
- Participate in high‑impact projects that broaden your expertise in areas like risk management, product development, and digital transformation.
Our Culture – A Collaborative, Inclusive, and High‑Performance Environment
At Lincoln, we celebrate diverse perspectives and foster an inclusive atmosphere where every voice matters. Our core values—Integrity, Respect, Excellence, and Innovation—guide daily interactions and business decisions. You will work alongside colleagues who are:
- Passionate about delivering value to customers and communities.
- Committed to ethical conduct and transparency.
- Collaborative, encouraging knowledge‑sharing and teamwork across functions.
- Focused on continuous improvement, embracing new technologies and methodologies.
Our commitment to flexibility earned us a spot on FlexJobs’ “Top 100 Companies to Watch for Remote Jobs” in 2022, underscoring our dedication to modern work arrangements that empower employees to thrive.
How to Apply – Take the Next Step in Your Career
If you are a strategic thinker with a passion for financial analysis, a record of leading high‑performing teams, and a desire to make a tangible impact on the lives of millions of retirees, we invite you to join our dynamic Finance organization.
Submit your resume and a compelling cover letter that highlights how your experience aligns with the responsibilities and qualifications outlined above. Our recruitment team reviews applications on a rolling basis, so we encourage you to apply promptly.
Ready to shape the future of annuity finance at Lincoln? Click the link below to start your application journey.
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Equal Opportunity Employer Statement
Lincoln Financial Group is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.
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