Specialist, Operations Data Analysis and Reporting

Lincoln Financial is a company focused on helping individuals plan for their financial futures. The Specialist, Operations Data Analysis and Reporting will be responsible for performing routine assignments, analyzing reporting processes, and collaborating with management to enhance data quality and operational decision support. Responsibilities You will maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions You will promote and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility You will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility You will identify and communicate to management process improvements that reduce workloads or improve quality for their assigned area(s) of responsibility You will analyze routine reporting, business processes, procedures, & distribution methods to refine data & improve reporting to meet business needs & end-user requirements while implementing sustainable reporting solutions to improve scalability for growth You will compile and prepare standard reporting for their assigned areas of responsibility You will respond to ad-hoc reporting requests and supports self-service initiatives You will ensure integrity of data for completeness, accuracy and compliance with accepted policies and pre-established data definitions You will develop queries and executable programs to build routine and increasingly advanced extracts & reports You will bring requests for more complex extracts to the attention of management and/or more experienced team members for coaching You will troubleshoots reporting problems and identify solutions and/or provides further insight to internal stakeholder and/or management as needed You will build, enhance, and maintain relationships with internal stakeholders for their assigned areas of responsibility You will participate in the full operational report development lifecycle: prioritization, solution planning, proof of concept/prototype design, development, testing, migration & production support utilizing reporting applications Where requirements exceed reporting system tool capabilities, you will present findings to management for alternative approaches You will document and validate technical designs including logical data frameworks used and detailed reporting specifications consistent with report requirements You will serve as a resource to team members on standard assignments and projects You will support team members and/or management in developing recommendations to solve problem and issues related to identified trends and data insights You will reviews customer support/operations tools, documents, processes & procedures, etc. to ensure assigned area has current information to provide a recommendable and repeatable customer experience You will support team members and management in developing appropriate future state programs and/or solutions which enable effective service delivery, enhance business performance, and achieve business goals You will collect, interpret, and analyze data across their area of responsibility to support management decisions on projects, improve inefficiencies, and enhance business performance You will perform data mining, validation, and reconciliation of data across various applications You will identify and interpret current and emerging developments, variances, and trends, research inconsistencies/anomalies in the data and presents findings to management You will prepare presentations for senior leadership, including presenting data in charts, graphs and tables Skills 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) 1-2 Years experience with analytics software; example MS Power BI, Tableau 1-2 Years Procurement experience (Minimum) 1 - 3+ Years experience in reporting and analytics that directly aligns with the responsibilities of the position 1 - 3+ Years of customer service or operations experience, including experience reviewing/updating business processes directly aligned to the specific responsibilities of this position Project Management experience 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 Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. It was founded in 1905, and is headquartered in Radnor, Pennsylvania, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship Lincoln Financial has a track record of offering H1B sponsorships, with 1 in 2024, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.