Reporting & Analytics Specialist

Alternate Locations: Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is not available for this opportunity. Requisition #: 76419 The Role at a Glance The Reporting & Analytics Specialist will be a collaborative, solution-oriented team member that is passionate about enhancing data analytics and the reporting experience for varied user groups across Lincoln Financial Distributors. They will take ownership of recurring analytic or reporting processes using a modern toolset that spans Tableau, Dataiku, MicroStrategy, PostgreSQL, and Python, while also assessing trends, automating manual work, and developing actionable insights and recommendations in support of business objectives. What you'll be doing

• 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.

What we’re looking for Must-haves:

• 4 Year/Bachelor’s Degree in management information systems, finance, econometrics, statistics or similar.
• 1-3 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.

Nice-to-haves:

• 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

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 $55,700 - $100,200 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 base pay is just one component of Lincoln’s total rewards package for employees. In addition, 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, sales incentives and Lincoln’s standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at View email address on click.appcast.io if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information 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 or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 View phone number on click.appcast.io. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.