Financial Analysis Specialist - Sales Forecasting
Lincoln Financial is a company that helps people confidently plan for their financial future. The Financial Analysis Specialist will support the Distribution Analytics function by assisting with sales forecasting, planning, and reporting for Private Market Funds and related products.
Responsibilities
- Assist Director (LFD Finance) with the generation of a monthly Private Market Funds sales forecast
- Assist the team analysts with the generation of sales forecasts for RSD (Annuities, 401(k)) & ISD (Life, MoneyGuard (LTC), and Executive Benefits)
- Run forecast scenarios through Anaplan, ensuring correct inputs and assumptions
- Support updates to forecast assumptions, trends, and variance explanations
- Assist with documentation of forecast changes and preparation of materials for Product Heads and Distribution leadership
- Support development of Private Market Funds, RSD & ISD annual and quarterly sales plans, goals, and projections
- Assist with preparation of planning materials & outputs, including tables, charts, and supporting analysis
- Help model scenario analyses evaluating distribution strategies, product mix shifts, and plan design considerations
- Produce daily, weekly, and monthly sales performance reports supporting both Senior Analysts
- Maintain and distribute dashboards tracking production, pipeline, and key performance metrics across product lines
- Ensure accuracy and consistency of recurring reports using standardized processes and quality checks
- Prepare and validate datasets used for forecasting, planning, and leadership updates
- Pull and organize data from internal systems including CRM, policy admin systems, Anaplan, and sales reporting platforms
- Produce the monthly Enterprise Sales Report
- Respond to ad-hoc data and analysis requests from Senior Analysts or Distribution leaders
- Assist with preparation of presentations, executive summaries, and leadership analysis materials
- Support process improvements across reporting, forecasting, and planning workflows
- Collaborate with Anaplan, Sales Operations, and Distribution teams to maintain data quality and alignment
Skills
- Bachelor's degree in Finance, Economics, Analytics, Business, Mathematics, or related field
- 1–3 years of data or business analytics experience preferred (internships acceptable)
- Strong Excel skills including pivot tables, XLOOKUP, SUMIFS, and basic modeling
- Ability to work with large datasets across multiple systems
- High attention to detail with strong accuracy standards
- Strong communication skills with the ability to summarize insights clearly
- Curiosity and willingness to learn product fundamentals across annuities, 401k, life, LTC, and executive benefits
- Knowledge & experience with some or all products that LFD distributes: Private Market Funds, Annuities, 401k Plans, Life Insurance, MoneyGuard (long term care) and Executive Benefits
- Experience with Anaplan, Power BI, Tableau, or similar analytics tools
- Prior experience in sales reporting, financial analysis, or insurance/retirement product environments
- Familiarity with CRM systems and production data sources
- Ability to manage multiple priorities while supporting multiple stakeholders
Benefits
- 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
Company Overview