Lincoln Financial Group Specialist, Business Metrics & Analysis in  Boston, Massachusetts

Alternate Locations: Boston, MA (Massachusetts); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Omaha, NE (Nebraska); Phoenix, AZ (Arizona)

Relocation assistance is not available for this opportunity.

Requisition #55788

About the Company

Lincoln Financial Group, a Fortune 250 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 customer’s 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 $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

The Role

As the Specialist, Business Metrics & Analysis, you will coordinate and deliver business analytics and metrics to support goals & objectives for assigned area(s) of responsibility. You will collaborate with management & stakeholders from across assigned area and provide consultative advice & analytic support to advance business initiatives and contribute to improved efficiency, performance, and results.


Technical Agility

  • Creates, maintains and validates databases to support reporting and analytics processes

  • Collects, interprets, and analyzes data from stakeholders across his/her area of responsibility to support management decisions on day-to-day operations, improve inefficiencies, and enhance business performance

  • Identifies and interprets current & emerging developments, variances, and trends; researches inconsistencies/anomalies in the data and presents findings to management

  • Advises management & business stakeholders on use of quality business analytics, tools, and market information for approaches & opportunities

  • Promotes the adoption and usage of standardized terminology, data collection methods & data analytics across various teams to harmonize approach and further business insights

  • Recommends and documents process improvements to ensure consistency and reliability of metrics when conducting analyses across teams

  • Collaborates with management to support the development & implementation of a business analytic framework to include forward-looking metrics and insights

  • Creates dashboards & scorecards utilizing existing and newly developed metrics and performance monitoring approaches to provide management with quantifiable gauges of business performance & results and impact of plans and/or tactical initiatives

  • Collaborates with IT & other stakeholders to evaluate current state of data; supports plans to improve data quality and resolve challenges impeding data availability, metric consistency & credibility

  • Participates in projects for metrics & analytics integration and implementation

Business Acumen

  • Remains current in profession and industry trends

  • Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of assigned area(s) of responsibility

  • Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives

  • Identifies and communicates to management process improvements that reduce workloads or improve quality

  • Maintains knowledge on current and emerging developments / trends, assess the impact, and collaborates with management to incorporate new trends and developments in current and future solutions



  • 4 Year/Bachelor's degree or 4 years of equivalent work experience in lieu of Bachelor's


  • 1 - 3+ years’ experience in analytics, including the development and use of metrics to support & optimize business objectives directly aligned to the specific responsibilities of this position

  • Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures

  • Strong written and verbal communication skills

  • Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions

  • Works with mathematical concepts such as averages and/or variances

  • Ability to evaluate information and the implications of a course of action or solution

  • Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form

  • Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists

  • Define problems, collect data, establish facts and draw valid conclusions

  • Evaluate trends in data or information

  • Ability to perform under stress in cases of emergency, critical or hazardous situations.

  • Ability to work with others in a team environment

  • Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues)

  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail

  • Demonstrates solid project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines

  • Demonstrates strong interpersonal skills with a collaborative style

  • Demonstrates the ability to use sound judgment and discretion regarding confidential information

  • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding

  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

  • Sound knowledge of financial risk (e.g. SOX, ERISA) controls

  • Change management skills, including ability to influence and gain collaboration and consensus

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.