Lincoln Financial is a financial services company that provides insurance, annuity, and retirement solutions. The Reporting and Analytics Specialist enhances reporting and analytics for Lincoln Financial Distributors by managing reporting processes, building dashboards, automating workflows, validating data, and developing actionable insights using tools such as Tableau, Dataiku, MicroStrategy, PostgreSQL, and Python.
Generating and distributing standard or custom reports summarizing business, financial, or economic data for review by executives, managers, clients, and other stakeholders
Acquiring and compiling structured and unstructured data and verifies its quality, accuracy, and reasonableness
Acting as subject matter expert to respond to clients’ questions on report generation, resolution of technical issues or application problems such as graph design spreadsheet formatting, software application functional questions
Establishing and maintaining close working relationship with appropriate clients and management to continually enhance understanding of client business and needs
Researching and integrating new or existing technologies into workflows and processes
Developing best practices and maintaining team procedure manual for all department procedures and reports. Identifying and communicating discrepancies to team members as needed and ensuring changes are accurately reflected in the manual. Maintaining reporting database
Building and optimizing dashboards and self-service reporting solutions across the Tableau suite (Desktop, Prep, Server/Cloud) and MicroStrategy, and developing data preparation and automated workflows in Dataiku, with a focus on integrity, usability, performance, flexibility, testability, and standardization
Proficiency in working with data using SQL and PostgreSQL, and familiarity with modern cloud data warehouse structures, concepts, and data governance/quality practices; including structured and semi-structured data
Automating recurring reporting processes using Python and SQL to reduce manual effort, minimize errors, and improve scalability
Exploring and applying AI/GenAI-assisted analytics tools to accelerate report generation, surface insights, and support dashboard development
Carrying out duties in compliance with all state and federal regulations and guidelines. Complying with all company and site policies and procedures
Qualification
Required
4 Year/Bachelor's Degree in management information systems, finance, econometrics, statistics or similar
1-2 years of experience in a reporting, analytical, and/or data role — or equivalent academic, internship, or project experience (e.g., relevant coursework, capstone projects)
Knowledge of suitable data analytic processes
Working knowledge of SQL and relational databases (e.g., PostgreSQL)
Basic proficiency in Python for data analysis and process automation
Familiarity with business intelligence/dashboarding tools such as Tableau and MicroStrategy
Preferred
Experience with Dataiku or similar data preparation/workflow automation platforms
Exposure to AI/GenAI tools applied to analytics and reporting workflows (e.g., Copilot, ChatGPT-style assistants)
Familiarity with cloud data warehouse platforms and data governance/quality practices
Experience in the financial services domain
Benefit
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 role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual
Other rewards may include long-term incentives and sales incentives
Hybrid work arrangement: Employee will work 3 days a week in a Lincoln office
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
