Corporate FP&A Anaplan Model Builder

at Lincoln Financial Group in Rolling Meadows, Illinois, United States

Job Description

Alternate Locations: Radnor, PA (Pennsylvania); Atlanta, GA (Georgia); Austin, TX (Texas); Bakersfield, CA (California); Baltimore, MD (Maryland); Baton Rouge, LA (Louisiana); Birmingham, AL (Alabama); Boise, ID (Idaho); Boston, MA (Massachusetts); Buffalo, NY (New York); Canonsburg, PA (Pennsylvania); Charlotte, NC (North Carolina); Chicago, IL (Illinois); Cincinnati, OH (Ohio); Clearwater, FL (Florida); Cleveland, OH (Ohio); Columbia, SC (South Carolina); Columbus, OH (Ohio); Concord, NH (New Hampshire); Dallas, TX (Texas); Deerfield Beach, FL (Florida); Denver, CO (Colorado); Detroit, MI (Michigan); Dover, NH (New Hampshire); Durham, NC (North Carolina); Edina, MN (Minnesota); Edison, NJ (New Jersey); El Paso, TX (Texas); Ellicott City, MD (Maryland); Fayetteville, SC (South Carolina); Florence, SC (South Carolina); Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Fort Worth, TX (Texas); Gainsville, FL (Florida); Glen Allen, VA (Virginia); Glendale, CA (California); Greensboro, NC (North Carolina); Greenwood Village, CO (Colorado); Hartford, CT (Connecticut); Houston, TX (Texas); Huntsville, AL (Alabama); Indianapolis, IN (Indiana); Irvine, CA (California); Jacksonville, FL (Florida); Johnson City, TN (Tennessee); Kansas City, KS (Kansas); Kansas City, MO (Missouri); La Jolla, CA (California); Lexington, KY (Kentucky); Los Angeles, CA (California); Louisville, KY (Kentucky); Lutherville, MD (Maryland); Madison, WI (Wisconsin); Memphis, TN (Tennessee); Miami, FL (Florida); Milwaukee, WI (Wisconsin); Minneapolis, MN (Minnesota); Nashville, TN (Tennessee); New Braunfels, TX (Texas); New York, NY (New York); None; Norwood, OH (Ohio); Omaha, NE (Nebraska); Orlando, FL (Florida); Palm Desert, CA (California); Paramus, NJ (New Jersey); Parsippany, NJ (New Jersey); Philadelphia, PA (Pennsylvania); Phoenix, AZ (Arizona); Pittsburgh, PA (Pennsylvania); Plano, TX (Texas); Plymouth Meeting, PA (Pennsylvania); Portland, ME (Maine); Portland, OR (Oregon); Provo-Orem, UT (Utah); Raleigh, NC (North Carolina); Richmond, VA (Virginia); Rochester, NY (New York); Rockville, MD (Maryland); Rolling Meadows, IL (Illinois); Rye Brook, NY (New York); Sacramento, CA (California); Salt Lake City, UT (Utah); San Antonio, TX (Texas); San Antonio, TX (Texas); San Diego, CA (California); San Francisco, CA (California); San Ramon, CA (California); Schaumburg, IL (Illinois); Scottsdale, AZ (Arizona); Seattle, WA (Washington); Southfield, MI (Michigan); St. Louis, MO (Missouri); St. Petersburg, FL (Florida); Syosset, NY (New York); Tampa, FL (Florida); Toledo, OH (Ohio); Tucson, AZ (Arizona); Tupelo, MS (Mississippi); US All Regions; US Midwest; US Northeast; US Southeast; US Southwest; US West; Vienna, VA (Virginia); Virginia Beach, VA (Virginia); Walnut Creek, CA (California); Washington, DC (District of Columbia); Westlake Village, CA (California); White Plains, NY (New York); Windsor, CT (Connecticut); Woodmere, OH (Ohio); Work from Home

Work Arrangement:

Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.

Relocation assistance: is not available for this opportunity.

Requisition #: 73262

The Role at a Glance

The Business Analytics team in Corporate FP&A is responsible for shaping how the department interacts with data to gain insight into our financials and make data-driven decisions. As an Analyst, Corporate FP&A Anaplan Model Builder, you will play a meaningful role in developing our next-generation planning process through Anaplan. You will be responsible for designing, building, and maintaining Anaplan models to support various business functions. You will work closely with business stakeholders to understand their needs and translate them into Anaplan models.

\#LI-Remote

What you’ll be doing

- Builds and evaluates business requirements and consult with stakeholders to ensure model design reflects business needs.

- Develops an understanding of insurance concepts and terminology in particular individual life insurance, annuities, group insurance, and/or retirement planning.

- Designs, builds, and maintains functionality and solutions in Anaplan that are in line with best practices.

- Configures and maintains Anaplan lists, modules, pages, actions, and other model settings to meet business needs.

- Continuously monitors and optimize Anaplan models for performance.

- Develops and maintains strong documentation on assumptions, models, and processes for end users and other model builders.

- Establishes team as the Core Anaplan Center of Excellence at Lincoln. This will involve providing training and support to end-users and assist with adoption and proficiency of Anaplan across the organization.

- Serves as a resource on best practices using Anaplan while maintaining knowledge of current and emerging trends of the ecosystem.

What we’re looking for

Must-Haves:

- Anaplan Model Builder certified.

- 3-5+ years of experience working as a model builder in Anaplan or another EPM tool.

- 4 Year Bachelor’s degree or 4+ years of equivalent work experience (Minimum Required)

- An analytical and curious mindset with problem-solving skills and great attention to detail.

- Confident, comfortable communicator with strong written and verbal communication skills.

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

- Ability to use sound judgment and discretion regarding confidential information.

Nice To-Haves:

- Anaplan Solution Architect certified.

- Familiarity with QuickSight, Power BI or other Business Intelligence software.

- Background in insurance domain in particular individual life insurance, annuities, group insurance, and/or retirement planning.

What’s it like to work here?

At Lincoln Financial Group, 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 Lincoln leadership Attribute.

+ Leadership development and virtual training opportunities

+ PTO/parental leave

+ Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

+ Free financial counseling, health coaching and employee assistance program

+ Tuition assistance program

+ A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

+ Effective productivity/technology tools and training

Pay Range: $67,000 – $120,700

Actual base pay could vary 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of Decem