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Capital Management Senior Analyst

Location
Baton Rouge, Louisiana
Remote Working
Remote Working
Job Type
Permanent
Posted
15 Sep 2022
Alternate Locations: Work from Home; Atlanta, GA (Georgia); Austin, TX (Texas); Bakersfield, CA (California); Baltimore, MD (Maryland); Baton Rouge, LA (Louisiana); Birmingham, AL (Alabama); Boise, ID (Idaho); Boston, MA (Massachusetts); Buffalo, NY (New York); Canonsburg, PA (Pennsylvania); Charlotte, NC (North Carolina); Chicago, IL (Illinois); Cincinnati, OH (Ohio); Cleveland, OH (Ohio); Columbia, SC (South Carolina); Columbus, OH (Ohio); Concord, NH (New Hampshire); Dallas, TX (Texas); Deerfield Beach, FL (Florida); Denver, CO (Colorado); Detroit, MI (Michigan); Dover, NH (New Hampshire); Durham, NC (North Carolina); Edina, MN (Minnesota); Edison, NJ (New Jersey); Ellicott City, MD (Maryland); Fayetteville, SC (South Carolina); Florence, SC (South Carolina); Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Fort Worth, TX (Texas); Gainsville, FL (Florida); Glen Allen, VA (Virginia); Glendale, CA (California); Greensboro, NC (North Carolina); Greenwood Village, CO (Colorado); Hartford, CT (Connecticut); Houston, TX (Texas); Huntsville, AL (Alabama); Indianapolis, IN (Indiana); Irvine, CA (California); Jacksonville, FL (Florida); Johnson City, TN (Tennessee); Kansas City, KS (Kansas); La Jolla, CA (California); Lexington, KY (Kentucky); Los Angeles, CA (California); Louisville, KY (Kentucky); Lutherville, MD (Maryland); Madison, WI (Wisconsin); Memphis, TN (Tennessee); Miami, FL (Florida); Milwaukee, WI (Wisconsin); Minneapolis, MN (Minnesota); Nashville, TN (Tennessee); New York, NY (New York); None; Norwood, OH (Ohio); Omaha, NE (Nebraska); Orlando, FL (Florida); Palm Desert, CA (California); Paramus, NJ (New Jersey); Parsippany, NJ (New Jersey); Philadelphia, PA (Pennsylvania); Phoenix, AZ (Arizona); Pittsburgh, PA (Pennsylvania); Plano, TX (Texas); Plymouth Meeting, PA (Pennsylvania); Portland, ME (Maine); Portland, OR (Oregon); Radnor, PA (Pennsylvania); Raleigh, NC (North Carolina); Richmond, VA (Virginia); Rochester, NY (New York); Rockville, MD (Maryland); Rolling Meadows, IL (Illinois); Rye Brook, NY (New York); Sacramento, CA (California); Salt Lake City, UT (Utah); San Antonio, TX (Texas); San Diego, CA (California); San Francisco, CA (California); San Ramon, CA (California); Schaumburg, IL (Illinois); Scottsdale, AZ (Arizona); Seattle, WA (Washington); Southfield, MI (Michigan); St. Louis, MO (Missouri); Syosset, NY (New York); Tampa, FL (Florida); Toledo, OH (Ohio); Tupelo, MS (Mississippi); US All Regions; US Midwest; US Northeast; US Southeast; US Southwest; US West; Vienna, VA (Virginia); Virginia Beach, VA (Virginia); Walnut Creek, CA (California); Washington, DC (District of Columbia); Westlake Village, CA (California); White Plains, NY (New York); Windsor, CT (Connecticut); Woodmere, OH (Ohio)

Work Arrangement: Hybrid/Home

Relocation assistance: : is not available for this opportunity.

Pay Range: $83,500 - $179,100

Bonus Potential: 10%

Requisition #: 68676

General Purpose of Job

This position will provide subject matter expertise and direction on complex projects/initiatives for their assigned area(s) of responsibility for Capital Planning & Reporting. They will prepare, analyze and report on complex financial information and provide management with actionable insights and recommendations to help the company effectively manage its capital position under multiple frameworks, e.g. GAAP, Stat, and Rating Agency capital models, and allocate excess capital to the highest and best use.

Duties and Responsibilities

Support the companys efforts to effectively manage its capital position

Work with multiple stakeholders to develop forecasts for capital generation and allocation under multiple views over a wide range of scenarios

Compare actual results vs. expectations, highlighting key drivers of differences

Support the companys efforts to understand the potential impact of and respond to regulatory changes that may affect its capital position

Research, analyze, recommend, lead and implement solutions to complex problems impacting the companys capital position

Support annual Financial Plan & quarterly earnings process

Prepare exhibits and presentations on a variety of topics related to capital planning

Assist in evaluating the impact of departmental and/or enterprise initiatives on the companys capital position

Drive innovation-related initiatives, including workflow automation and evaluating new reporting tools to improve functional effectiveness, capabilities, and efficiencies

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

Evaluates financial information to develop and deliver complex, standard, and ad-hoc financial analysis on the companys capital position

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

Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.

Provides management with a complex and comprehensive financial perspective, including potential mitigation solutions, for their assigned area(s) of responsibility.

Provides subject matter expertise and support to the Capital Planning team in the preparation and delivery of complex financial information for their assigned area(s) of responsibility

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

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.

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

Performs other duties as required.

Remains current in profession and industry trends.

Other Skills and Abilities

Strong analytical, critical thinking, and problem-solving skills

High level of integrity and attention to detail

Excellent interpersonal and communication skills

Proactiveness to take on extra responsibilities in a fast-paced environment

Ability to work independently and as part of a team

Significant experience in Excel and Power Point

Life Insurance industry experience is a plus

Education

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

Certifications

CFA charter holder or progress towards CFA is preferred

Actuarial credentials (ASA or FSA) or progress towards ASA or FSA is a plus

Experience

5 7+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position (Required )

Whats it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

Whats in it for YOU:
  • A clearly defined career framework to help you successfully manage your career
  • Leadership development and virtual training opportunities
  • PTO/parental leave
  • Competitive 401K and employee benefits ()
  • Free financial counseling, health coaching and employee assistance program
  • Tuition assistance program
  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
  • Effective productivity/technology tools and training
Work Arrangement

Hybrid/Home : Employees will work from home on average more days per week.

Lincoln will evaluate the following when setting the successful candidate's wage rate:

Prior work or industry experience.

Education level to the extent education is relevant to the position.

Unique skills

About The Company

Lincoln Financial Group, a Fortune 200 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 customers 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 $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweeks Most Responsible Companies..... click apply for full job details
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Details

  • Job Reference: 712437204-2
  • Date Posted: 15 September 2022
  • Recruiter: Lincoln Financial Group
  • Location: Baton Rouge, Louisiana
  • Remote Working: Some remote working possible
  • Salary: On Application
  • Sector: Consulting & Corporate Strategy
  • Job Type: Permanent