Annuity Expense Analyst

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut)     Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office   Relocation assistance:   is not available for this opportunity.   Requisition #:  76543   The Role at a Glance

We are excited to bring on an Annuity Expense Analyst. This role will analyze and report on expense variances across actuals, budgets, and forecasts, preparing detailed reports to help business leaders understand key drivers. The position also contributes to annual planning as well as strategic initiatives. You will have a broad set of responsibilities that will allow you to interact with many teams and leaders across the organization. What you'll be doing

Identify and analyze expense variances (actuals, budget, forecast) and builds detail line analysis for variances for current month, YTD, QTD, and FY forecast Develops detailed expense analysis primarily around allocated expenses impacting the Annuities business line. Assist in the development and implementation of product level expense assumptions for use in pricing and actuarial modelling, including monitoring actual results vs. expectation Provides support for quarterly forecasting, annual budgeting, and longer term expense planning Identifies and recommends process improvements that significantly reduce workloads and/or improve quality for assigned area(s) Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects Provides periodic and ad-hoc reporting to team members, leaders and stakeholders Contributes to financial component of the strategic planning process, including creation of business case and CBA documentation and alignment of budget with approved initiatives What we’re looking for

3 – 5+ years of experience as an analyst that aligns with the responsibilities  4 year degree or equivalent work experience Demonstrate excellent organizational skills with the ability to prioritize workload and multi-task while maintaining attention to detail A strong work ethic who can overcome obstacles and knows how to partner with others to ensure the works gets done Excellent analytical and problem solving skills

Experience in Financial Services, specifically Annuities Experience in FP&A roles  Application Deadline

Applications for this position will be accepted through September 30, 2026, subject to earlier closure due to applicant volume.

What’s it like to work here? At Lincoln Financial, 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.    What’s in it for you:

Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

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

Work arrangements that work for you

Effective productivity/technology tools and training

The pay range for this position is $84,375 - $135,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The