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Specialist
Lincoln Financial Group
Omaha, NE, United States
Job Details - this job has expired, please see similar jobs below
GENERAL PURPOSE OF JOB
As the Specialist, Financial Analysis you will research, analyze, report and validate financial information to ensure the accuracy of data as it flows down-streams to the company’s financial statements. You will perform and deliver on routine assignments while simultaneously leveraging and applying knowledge of analyzing and reporting financial information. This position supports the New Business Old Case (NBOC) process and team.
DUTIES AND RESPONSIBILITIES
Reporting and Analysis
• Conducts root cause analysis using a rational, data-driven approach, summarizing recommendations to his/her manager or for actions to be taken by the operational management team.
• Maintains control over financial information to remain compliant with Regulatory and SOX.
• Creates accurate and timely ad hoc financial and NBOC reports using data-driven approach as requested by his/her manager.
• Prepares financial information using data-driven approach, accurate and timely reporting for Internal Audit, Compliance and BI Reporting.
• Supports metrics reporting by review of source data, calculations and reporting tools.
Process Improvement
• Identifies and communicates to management process improvements that reduce workloads or improve quality for Group Protection by leveraging their subject matter knowledge and representing the team on projects and system enhancements.
• Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within Group Protection.
• Identify process enhancements and reporting solutions to his/her manager for financial applications and system work flows.
• Performs system balancing by partnering with internal resources to resolve discrepancies.
• Continuously monitors routine processes for improvements; designs and implements routine process improvements by utilizing new technology, capabilities, and financial applications.
Business Acumen
• Maintains knowledge on current and emerging trends for Group Protection, assess the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.
• Takes high level degree of ownership in the processes they support
• Performs and delivers on routine assignments and projects while simultaneously leveraging and applying knowledge of the financial analysis for Group Protection.
• Collaborates with internal partners and manager to develop innovative and effective solutions with a focus on efficiency and quality internal controls and/or escalates issues as appropriate.
• Participates with other team members by sharing knowledge, maintenance and updates of work procedures.
• Serves on various projects and committees as assigned by manger and consulting with other business areas and teams as necessary and reporting back results to his/her manager.
• Develops relationships with and works to reach consensus within Group Protection in a cooperative manner.
• Ability to understand the business and technical side. A creative and proactive problem-solving skills that is willing to own their process and establish contacts within the company to excel in their position.
• Strong written and verbal communication skills with the ability to work with Senior Management as appropriate and needed
• Strong organizational, project and program management skills with a demonstrated ability to work in a fast-paced environment while managing multiple projects and priorities.
• Ability to act as a collaborative business partner and build cross functional relationships.
EDUCATION AND EXPERIENCE
Education
• 4 Year/Bachelors Degree or equivalent work experience (4 yrs of experience in lieu of Bachelors)
Experience
• 1 – 3 years’ experience in financial analysis, research or reporting that directly aligns with the specific responsibilities for this position.
• Contract review and evaluation experience preferred
• Advanced user in Excel highly preferred
• Webi, Tableau experience preferred
• A demonstrated track record of consistently meeting and/or exceeding performance expectations
• Possesses a bias for action and avoids workplace distractions
• Drives performance targets to completion
TRAVEL REQUIREMENTS
• Travel Type: National Domestic
• Travel Amount: up to 10-20%