11 Investment Analysis jobs in Richmond
Sr. Associate, Financial Analysis - CAM Team
Posted 2 days ago
Job Viewed
Job Description
The Card Services Finance team, within Card Finance, is seeking a Senior Financial Analyst to support the Card Association Management team (CAM). The CAM Finance team is responsible for supporting all aspects of our credit card payment processing networks (Visa & Mastercard), including full ownership of network fees and benefits expense forecasting and reporting, as well as performing ad hoc analysis in support of interchange rate and product optimization and efficiencies within the space. This role includes data analysis, forecasting, and strategic partnership with the business, where storytelling on top of a deep understanding of the complex revenue and cost components of interchange and network expenses will be needed.
The ideal candidate is someone who is analytically curious, enjoys financial analytics, and is excited to help drive an important and continually expanding aspect of the Card business. As a Senior Financial Analyst, you will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. You will have the opportunity to partner with business customers on driving strategic business direction that leads to sustainable performance, and you will be asked to challenge our current well-managed processes to be more proactive, effective and efficient.
Senior Financial Analysts perform financial data analysis in preparing Profit & Loss or other statements and frequently build reports for higher level associates. They provide management and business clients with project statuses as well as perform reporting and analysis to support presentations and ad-hoc requests.
The role requires strong analytical, communication, problem solving, strategic thinking, and influencing skills in order to effectively:
- Conduct analysis and articulate outcomes and relevant insights
- Develop presentations to senior audiences to communicate insights and to influence business and financial outcomes
- Partner with business teams to assess the financial implications of ongoing and proposed efforts to optimize business performance
- Foster trusted business partnerships
- Collaborate with multidisciplinary teams
Responsibilities:
- Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management
- Coordinate and collect input data from Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data
- Assist in development of business presentations to communicate analysis results to senior audiences; clearly articulate outcomes of analysis to leadership teams
- Independently manage and prioritize workload
- Address and deliver on ad-hoc requests and special projects, often in an ambiguous environment
- Demonstrate a passion to learn and continuously develop FP&A and technical skills
Basic Qualifications:
- Bachelor's Degree or military experience
- At least 2 years' experience in financial analysis
- At least 2 years' experience with financial modeling
Preferred Qualifications:
- Master's Degree in Business Administration (MBA) Accounting, Finance, or Economics
- Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
- 3+ years' experience in financial analysis
- 3+ years' experience with financial modeling
- 2+ years' experience in strategic analysis and planning
- Experience in Microsoft Excel and G Suite
- Demonstrated independent problem solving and strategic thinking abilities
- Strong teamwork skills; ability to positively contribute to overall success of the team
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
McLean, VA: $94,600 - $07,900 for Sr. Financial Analyst
Richmond, VA: 86,000 - 98,200 for Sr. Financial Analyst
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace.
Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
Senior Associate, Financial Analysis - Global Workplace Services
Posted today
Job Viewed
Job Description
Senior Associate, Financial Analysis - Global Workplace Services We are seeking a driven and analytically curious individual to join our Global Workplace Services finance team. As a Senior Financial Analyst, you will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. You will have the opportunity to partner with business customers on driving strategic business direction that leads to sustainable performance and you will be asked to challenge our current well-managed processes to be more proactive, effective and efficient. Senior Financial Analysts perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support presentation and ad hoc requests, build reports & presentations for higher level associates and business partners, conduct scenario planning to strategically advise senior leaders, and lead project work that stretches across the business. Key competencies to be successful in this role include: * Strong communication and influencing skills * Analytical curiosity and problem solving skills * Ability to independently manage and prioritize tasks and take full ownership of your work * Passion to learn and continuously develop traditional FP&A skills as well as technical skills General Responsibilities: * Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and support of the Profit & Loss (P&L) * Coordinate and collect input data from Financial Analysts in different departments, validate data integrity, analyze and summarize data, and communicate output * Business presentations: assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams * Ad-hoc requests and special projects * Independently manage and prioritize workload * Demonstrate a passion to learn and continuously develop traditional FP&A technical skills Basic Qualifications: * Bachelor's Degree or military experience * At least 2 years of experience in financial analysis * At least 2 years of experience with financial modeling Preferred Qualifications: * Master's Degree in Business Administration (MBA) or Master's Degree in Finance * Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license * At least 3 years of experience in financial analysis * At least 3 years of experience with financial modeling * Experience in Google Suite (Google Docs, Google Sheets, Google Slides) At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $94,600 - $07,900 for Sr. Financial Analyst Richmond, VA: 86,000 - 98,200 for Sr. Financial Analyst Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Advisor, Financial Planning & Analysis
Posted 13 days ago
Job Viewed
Job Description
Finance business partner for supply chain service offering.
Responsibilities include month end and mid-month variance analysis and projections to forecast and budget, business case development and other ad hoc support to 3PL business as necessary.
**_Responsibilities_**
+ Business partner to business operations director(s)
+ Own monthly results analysis, focused on volume, rate, mix analysis
+ Build cross functional businesses cases / deal models
+ Support customer facing conversations to educate and problem solve
+ Partner with accounting and core cross functional teams
+ Revamp reporting and business story telling mechanisms
**_Qualifications_**
+ 4-8 years of experience preferred
+ Bachelor's degree in related field preferred, or equivalent work experience preferred
+ Intermediate/Advanced Microsoft Excel skills preferred
+ Business partnering and strong communication skills preferred
+ Data visualization and querying complex data a plus
+ Experience with SAP a plus
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 8/04/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Manager, Financial Planning & Analysis
Posted 13 days ago
Job Viewed
Job Description
Our mission is to empower our customers to advance healthcare, and our success starts with our teammates.
Owens & Minor teammate benefits include:
+ Medical, dental, and vision insurance, available on first working day
+ 401(k), eligibility after one year of service
+ Employee stock purchase plan
+ Tuition reimbursement
**The anticipated salary range for this position is $120,000 - $130,000 yr./. The actual compensation offered may vary based on job related factors such as experience, skills, education and location.**
**Summary**
At Owens & Minor, we are a critical part of the healthcare process. As a Fortune 500 global healthcare solutions company with 50+ facilities across the US and over 20,000 teammates worldwide, we provide essential products and services that support care from the hospital to the home. Our mission is to empower our customers to advance healthcare, and our success starts with our teammates.
The Finance Manager is responsible for supporting the Director and VP of FP&A in strategic planning, annual budget, financial forecasts, and financial analyses, including: executive level reporting, expense management, financial/cash flow modeling, variance analyses, return on investment analyses for capital expenditures and other projects, trend analyses, tracking of key performance indicators, quantification and tracking of risks & opportunities, and other ad hoc analyses.
**Core Responsibilities**
· Directs preparation of financial presentations on behalf of functional leaders & CFO, including quarterly business reviews, board reviews and other materials as needed
· Directs the financial forecasting cycle for corporate expense management, in close collaboration with corporate FP&A, executive leadership, corporate functional leaders & accounting, including: weekly / monthly / quarterly forecast cycles; annual budget process; strategic long-range plan process; CapEx and strategic investment prioritization, planning, & tracking
· Routinely assesses and communicates consolidated financial and operational performance trends (historical and forecasted), using appropriate metrics to identify areas of risk / opportunity and quantify & forecast results / strategic implications
· Proactively evaluates results, monitors current & past trends, and recommends actions based on key performance indicators, including revenues, cost of sales, operating expenses, working capital and capital expenditures
· Identifies and quantifies cost savings opportunities to improve financial performance and consolidates analyses for presentation to finance leadership
· Maintains consolidated company 3 statement model through collaboration with treasury team
· Works closely with the accounting team to ensure all aspects of the financial close process are orderly and contributes towards the accuracy of the financial results as reported in the company financial statements
· Reviews investment analysis seeking approval from executive team for capital expenditure projects
· Identifies, recommends and implements continuous improvement and process transparency
· Assists in the long-range financial planning process
· Works as a strategic partner to business and functional leaders
· Ability to thrive and execute at a high level in an ever-changing and dynamic environment
**Qualifying Experience**
· Bachelor's degree in Finance, Economics or a related discipline required. MBA highly preferred
· 6+ years of work experience with progressively increasing responsibility, or an equivalent combination of education and experience, required. Preferably has been part of a world class FP&A organization and has shown sustained career progress
· FP&A experience, including business partnership with senior executive leadership, highly preferred
· Understanding of financial accounting including income statement, balance sheet, cash flow along and financial modeling concepts such as discounted cash flow, IRR, cost of capital, etc.
· Excellent verbal and written communication skills - able to communicate key financial concepts to non-financial audiences, senior business partners / budget owners.
· Demonstrated understanding of financial processes and systems. Hyperion experience preferred
· Strong ability and experience in performing multiple concurrent tasks independently
If you feel this opportunity could be the next step in your career, we encourage you to apply. This position will accept applications on an ongoing basis.
Owens & Minor is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, sex, sexual orientation, genetic information, religion, disability, age, status as a veteran, or any other status prohibited by applicable national, federal, state or local law.
Owens & Minor (O&M) is a global healthcare company providing innovative products and solutions across the continuum of care. Our integrated technology, products, and services empower healthcare providers and manufacturers as they make a difference in the lives of patients every day. O&M is headquartered in Richmond, Virginia and is comprised of 17,000+ global teammates. We operate within distribution, production, customer service, and sales facilities located across the Asia Pacific region, Europe, Latin America and North America. We are proud to service healthcare industry customers in 90 countries where we do business today.
**Life at O&M**
When you become an Owens & Minor teammate, you're joining a diverse, vibrant organization with a focus on excellence and integrity. Guided by our shared values-Integrity, Development, Excellence, Accountability, Listening-O&M teammates strive to deliver superior service across the continuum of healthcare. O&M is committed to creating a growth-oriented culture that values each teammate's perspective and contributions.
Advisor, Financial Planning & Analysis - Supply Chain
Posted 13 days ago
Job Viewed
Job Description
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Support Global Supply Chain and Operations team in achieving financial goals, managing key initiatives, and partnering cross-functionally
+ Responsible for supporting a complex portfolio of replenishment and distribution centers across North America, partnering with site leaders to understand performance and drive operational results
+ Responsible for Financial Reporting, Planning and Analysis, Monthly forecast, Long-Range planning (Annual Budget) and Monthly results reporting and analytics
+ Assist in driving month-end close responsibilities
+ Develop analytics and ad-hoc analysis to support Inventory and Tangible Capital, Capital Expenditures, and Transportation
+ May contribute to the development of policies and procedures
+ Completes work independently; receives general guidance on new projects
+ Works cross functionally across various levels of leadership to clearly articulate financial performance in partnership with operational metrics
**_Qualifications_**
+ Bachelor's degree in finance or related field preferred, or equivalent work experience preferred
+ 4-8 years of experience preferred
+ SAP knowledge preferred
+ Strong technical skills in Excel, Power BI, and Tableau preferred
+ Strong communication and analytical skills
+ Experience in supply chain or related field preferred but not required
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 8/04/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Senior Financial Planning and Analysis, Analyst
Posted 20 days ago
Job Viewed
Job Description
Join to apply for the Senior Financial Planning and Analysis, Analyst role at Amplity
Senior Financial Planning and Analysis, AnalystJoin to apply for the Senior Financial Planning and Analysis, Analyst role at Amplity
Join Amplity, the full-service go-to partner of biopharma companies that delivers flexible + specialized medical + commercial services. No matter where a drug is in its lifecycle, we scale with ease to maximize resources + improve impact for all our clients. Through strategic partnerships + deep therapeutic expertise, Amplity transforms how breakthrough treatments reach the people who need them.
Job Title
Sr FP&A Analyst
Remote/Eastern/Central Time Zones preferred
Position Summary
This role will serve as a strategic finance partner that will drive resource planning and strategy, guiding teams through intelligent investments that will grow and scale the business. You will be responsible for building processes around managing and tracking headcount and other cost drivers, as well as providing analyses that will influence and enable teams to evaluate trade-offs in investments and priorities. You will be directly involved in driving various planning cycles (annual planning, quarterly forecasts, and monthly outlooks), which will include partnering with cross-functional teams to execute financial and operational deliverables. In addition to modeling and forecast work, this role will also frequently present the analytical outputs in various stakeholder meetings. The overall type of work ranges from recurring routine analysis to one-off projects that can be very varied in nature. This role will report to the Vice President of FP&A.
This is a salaried position offering comprehensive benefit package including dental, medical, vision, 401K, company funded long-term, short-term disability, life insurance, wellness programs, company paid holidays, generous PTO, and more.
Essential Functions And Job Responsibilities
- Manage both the financial forecasting process & month-end close responsibilities on a monthly basis.
- Collaborate with key business stakeholders to understand the story behind the numbers and synthesize them into executive-level performance commentary.
- Develop reports and views of data to develop assumptions that drive our analytical models.
- Financial ownership of various Gross Margin and EBITDA optimization levers via the execution and reporting.
- Sales to Margin partner with commercial teams to drive management of sales to margin.
- Drive internal process improvements and continually identify opportunities for automation to allow the team to perform world-class analytics.
- Proactively drive ad hoc strategic and operational analyses or projects.
- Proactively identify key business issues that impact short-term and long-range product and market forecasts; and clearly raise these issues with the cross functional team.
- Ensure accuracy and consistency of data views.
- B.S. Degree in Finance, MBA a plus
- 5+ years FPA experience
- Demonstrated analytical, strategic, operational, organizational, problem solving, and communications skills are required. Strong results orientation and a sense of urgency to get things done with a team spirit are critical.
- Strong communication (verbal and written) and presentation skills.
- Must have strong excel skills.
- Ability to build strong cross functional relationships within an organization.
- Team player with the ability to work independently, proactively, and effectively under pressure.
- Strong financial modeling and analytical skills
- Ability to work in a dynamic environment.
All positions at Amplity have a responsibility to demonstrate our EPIIC Values in order to uphold our high-service standards.
Excellence: We set high standards. We are solutions-focused and achieve outstanding results with a professional and positive attitude.
Passion: We love what we do. Our energy inspires, engages, and motivates others.
Innovation: Our ideas set us apart. We are curious and bold and challenge traditional ways of working.
Integrity: We are open, honest, and transparent. We do the right thing with courage and understanding.
Collaboration: We are better together. We actively seek the participation of others to achieve greater outcomes.
About Us
Amplity powers biopharma innovation through expert-led teams that deliver. Whether you knew us in the 80s as Physician Detailing Inc., or in the 00s as part of Publicis Health , the companies that came together in 2019 to form Amplity have delivered contract medical, commercial + communications excellence for 40+ years.
Our people-driven, tech-enabled DNA fuels everything we do. Our professionals understand the pharmaceutical industry from the inside out. With a deep grasp on product lifecycles, marketing hurdles, operational nuances + the complex needs of providers and patients, we help our clients launch products + operate smoothly with precision across all business shapes, sizes + specialties.
We are on a mission to improve patient outcomes through executional excellence enabling our partners in pharma to thrive in turn. At Amplity, we are allies in excellence. And we do it quicker, better, nicer than anyone else.
Our Diversity Policy
We encourage and support equal employment opportunities for all associates and applicants for employment without regard to sex, race, color, religion, national origin, age, disability, marital status, sexual orientation or veteran status. Employment decisions are evaluated on the basis of an individual's skills, knowledge, abilities, job performance and other qualifications. In addition, Amplity Health maintains policies and procedures designed to comply with applicable federal, state and local laws governing non-discrimination in employment in every location in which Amplity Health has facilities. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Pharmaceutical Manufacturing
Referrals increase your chances of interviewing at Amplity by 2x
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#J-18808-LjbffrSenior Financial Planning and Analysis, Analyst
Posted 20 days ago
Job Viewed
Job Description
Join Amplity, the full-service go-to partner of biopharma companies that delivers flexible + specialized medical + commercial services. No matter where a drug is in its lifecycle, we scale with ease to maximize resources + improve impact for all our clients. Through strategic partnerships + deep therapeutic expertise, Amplity transforms how breakthrough treatments reach the people who need them.
Job Title:
Sr FP&A Analyst
Remote/Eastern/Central Time Zones preferred
Position Summary:
This role will serve as a strategic finance partner that will drive resource planning and strategy, guiding teams through intelligent investments that will grow and scale the business. You will be responsible for building processes around managing and tracking headcount and other cost drivers, as well as providing analyses that will influence and enable teams to evaluate trade-offs in investments and priorities. You will be directly involved in driving various planning cycles (annual planning, quarterly forecasts, and monthly outlooks), which will include partnering with cross-functional teams to execute financial and operational deliverables. In addition to modeling and forecast work, this role will also frequently present the analytical outputs in various stakeholder meetings. The overall type of work ranges from recurring routine analysis to one-off projects that can be very varied in nature. This role will report to the Vice President of FP&A.
This is a salaried position offering comprehensive benefit package including dental, medical, vision, 401K, company funded long-term, short-term disability, life insurance, wellness programs, company paid holidays, generous PTO, and more.
Essential Functions and Job Responsibilities:
- Manage both the financial forecasting process & month-end close responsibilities on a monthly basis.
- Collaborate with key business stakeholders to understand the story behind the numbers and synthesize them into executive-level performance commentary.
- Develop reports and views of data to develop assumptions that drive our analytical models.
- Financial ownership of various Gross Margin and EBITDA optimization levers via the execution and reporting.
- Sales to Margin partner with commercial teams to drive management of sales to margin.
- Drive internal process improvements and continually identify opportunities for automation to allow the team to perform world-class analytics.
- Proactively drive ad hoc strategic and operational analyses or projects.
- Proactively identify key business issues that impact short-term and long-range product and market forecasts; and clearly raise these issues with the cross functional team.
- Ensure accuracy and consistency of data views.
Experience Requirements
- B.S. Degree in Finance, MBA a plus
- 5+ years FPA experience
- Demonstrated analytical, strategic, operational, organizational, problem solving, and communications skills are required. Strong results orientation and a sense of urgency to get things done with a team spirit are critical.
- Strong communication (verbal and written) and presentation skills.
- Must have strong excel skills.
- Ability to build strong cross functional relationships within an organization.
- Team player with the ability to work independently, proactively, and effectively under pressure.
- Strong financial modeling and analytical skills
- Ability to work in a dynamic environment.
EPIIC Values:
All positions at Amplity have a responsibility to demonstrate our EPIIC Values in order to uphold our high-service standards.
Excellence : We set high standards. We are solutions-focused and achieve outstanding results with a professional and positive attitude.
Passion : We love what we do. Our energy inspires, engages, and motivates others.
Innovation : Our ideas set us apart. We are curious and bold and challenge traditional ways of working.
Integrity : We are open, honest, and transparent. We do the right thing with courage and understanding.
Collaboration : We are better together. We actively seek the participation of others to achieve greater outcomes.
About Us
Amplity powers biopharma innovation through expert-led teams that deliver. Whether you knew us in the 80s as Physician Detailing Inc., or in the 00s as part of Publicis Health , the companies that came together in 2019 to form Amplity have delivered contract medical, commercial + communications excellence for 40+ years.
Our people-driven, tech-enabled DNA fuels everything we do.Our professionals understand the pharmaceutical industry from the inside out. With a deep grasp on product lifecycles, marketing hurdles, operational nuances + the complex needs of providers and patients, we help our clients launch products + operate smoothly with precision across all business shapes, sizes + specialties.
We are on a mission to improve patient outcomes through executional excellence enabling our partners in pharma to thrive in turn. At Amplity, we are allies in excellence. And we do it quicker, better, nicer than anyone else.
Our Diversity Policy
We encourage and support equal employment opportunities for all associates and applicants for employment without regard to sex, race, color, religion, national origin, age, disability, marital status, sexual orientation or veteran status. Employment decisions are evaluated on the basis of an individual's skills, knowledge, abilities, job performance and other qualifications. In addition, Amplity Health maintains policies and procedures designed to comply with applicable federal, state and local laws governing non-discrimination in employment in every location in which Amplity Health has facilities.
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Regulatory GAAP & Statutory Investment Reporting Analyst
Posted 13 days ago
Job Viewed
Job Description
**Work Arrangement:**
Remote : Work at home employee
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74707
**The Role at a Glance**
We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. The Investment Accounting and Reporting team is a highly visible and dynamic team, where you will gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists of both hybrid and remote employees. This opportunity will provide a work from home/remote work environment.
_Background Details_
As a Regulatory GAAP and Statutory Investment Reporting Analyst, you will be responsible for providing timely and accurate investment reporting for the General Account Invested Assets on a Statutory, GAAP (specifically SEC reporting), Management and Tax basis and assisting with performing and documenting SOX investment controls. You will be responsible for performing investments research, analysis and ad hoc internal reporting of Lincoln's investment positions to support strategic investment operations and initiatives. Additionally, this role will also lead team projects related to investment strategic initiatives, team process improvements/efficiencies, and investment reporting system enhancements and developments. You will build relationships and work closely with various business areas and key stakeholders to achieves operational, system and project objectives. If this sounds like a role for you, please read on!
**What you'll be doing**
+ You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the investment disclosures for LFG's SEC reporting (10K and 10Q Investment related footnotes and disclosures) and Statutory reporting (including blue book and green book schedules, footnotes, general interrogatories, supplemental interrogatories etc.).
+ You will serve as a project manager for investment accounting and reporting related team projects.
+ You will provide ad hoc accounting research and information on fixed income and other investments for existing and developing investment strategies to various internal business areas.
+ You will support an effective function for your assigned area by identifying risks, researching technical investment accounting issues, and gathering all necessary information. You will communicate identified risks and financial implications to management. You will assist with performing and documenting certain SOX investment controls.
+ You will resolve discrepancies and take actions on matters and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers.
+ You will collaborate effectively with team members and applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process.
+ You will remain current in professional and industry trends and make a positive contribution by making suggestions for improvement, and learning new skills, processes and procedures.
+ You will maintain 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.
**What we're looking for**
_Must have experience (Required):_
+ 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
+ 5+ Years of experience in investment accounting and reporting or financial reporting that directly aligns with the specific responsibilities for this position.
+ Technical knowledge in investment accounting and reporting, including prior experience working in investment accounting systems.
+ Strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions.
+ Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
+ Ability to lead and manage team projects through successful completion.
+ Strong relationship management skills with internal clients (e.g. management, peers and colleagues) and external parties (auditors, regulators, asset managers, reinsurers, other external partners); proven ability to develop collaborative approaches.
+ Ability to identify and recommend process improvements.
+ Successfully completes regulatory and job training requirements.
+ Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
_Nice to have experience (Preferred)_ :
+ Prior external audit experience in the insurance industry strongly desired.
**Application Deadline**
Applications for this position will be accepted through August 1, 2025, subject to earlier closure due to applicant volume.
**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 $69,000 - $124,600 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 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 .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
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.
Analyst, Investment Accounting Operations
Posted 13 days ago
Job Viewed
Job Description
**Work Arrangement:**
Remote : Work at home employee
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74763
**The Role at a Glance**
The Analyst, Investment Accounting Operations will provide timely and accurate more complex investment data and investment accounting for the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and initiatives. They also enhance departmental capability by sharing knowledge with team members
**What you'll be doing**
+ Responsible for, analyzing, and reconciling more complex investment accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles.
+ Builds mortgage loans and limited partnership accounting knowledge and expertise and navigates the organization through a variety of teams, systems, and external parties to assist in the execution of Lincoln's overall organizational goals.
+ Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
+ Completes quality assurance checks/audits on investment accounting transactions for his/her assigned area(s) of responsibility.
+ Resolves discrepancies and takes actions on matters and inquires on General Account Invested Assets from portfolio management and multiple asset managers.
+ Manages and monitors working relationships with third-party vendors and managed service providers
+ Assists with developing more complex control processes to ensure effective procedures are in place to support internal controls, SOX and accepted accounting policies and principles
+ Identifies investment accounting trends, issues and/or concerns and develops and recommends mitigation plans to management.
+ Manages the relationships with internal/external auditors for his/her assigned area(s) of responsibility and ensures more complex identified issues are resolved in a collaborative effort.
+ Collaborates effectively with applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process for his/her assigned area(s) of responsibility.
+ 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.
+ Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
+ Prepares & communicates concise & focused technical financial documents, presentations, and communications (memos, fact sheets,) which direct the reader to salient points for a wide range of technical and non-technical audiences.
+ Provides accounting information on mortgage loans and limited partnerships for existing and developing investment strategies for compliance with accounting/reporting regulations to appropriate key stakeholders and investment accounting team members.
+ Provides proper investment accounting treatment of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.
+ Provides technical research on new and existing general account investments
+ Supports an effective function for his/her assigned area(s) by identifying risks; researching technical investment accounting issues; and gathering all necessary information.
**What we're looking for**
_Must-Haves_
+ 3-5+ Years experience in finance that is directly aligned to the specific responsibilities for this role
+ Bachelor's degree or equivalent work experience
+ Effective verbal and written communication skills
+ Analytical skills and close attention to detail is necessary
+ Ability to adapt quickly in a changing work environment
+ Proficiency with Microsoft Office Suite, especially with Excel functions and visualization tools.
**Application Deadline**
Applications for this position will be accepted through July, 31, 2025, subject to earlier closure due to applicant volume.
**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 $69,000 - $124,600 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 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 .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
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.
Analyst, Investment Accounting Trade Operations
Posted 13 days ago
Job Viewed
Job Description
**Work Arrangement:**
Remote : Work at home employee
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74762
**The Role at a Glance**
The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex investment data and investment accounting for the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more complex securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and initiatives. They also enhance departmental capability by sharing knowledge with team members.
**What you'll be doing**
+ Responsible for, analyzing, and reconciling more complex investment accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles.
+ Serves as a technical resource to internal and external clients on the security data information held in the accounting system and investment data hub database for General Account Invested Assets.
+ Responsible for escalating discrepancies and taking actions on matters and inquires on General Account Invested Assets from an oversight role of external service providers.
+ Support strategic asset realignment across General Account portfolios on service provider managed accounting systems and across multiple custodians.
+ Collaborates with multiple external managers, accounting service providers, and custodians to identify and resolve position breaks proactively utilizing excel based reconciliation methods.
+ Completes quality assurance checks/audits on investment accounting transactions for his/her assigned area(s) of responsibility.
+ Manages and monitors working relationships with third-party vendors and managed service providers
+ Assists with developing more complex control processes to ensure effective procedures are in place to support internal controls, SOX and accepted accounting policies and principlesIdentifies investment accounting trends, issues and/or concerns and develops and recommends mitigation plans to management.
+ Manages the relationships with internal/external auditors for his/her assigned area(s) of responsibility and ensures more complex identified issues are resolved in a collaborative
+ Collaborates effectively with applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process for his/her assigned area(s) of responsibility.
+ 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.
+ Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
+ Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
+ Provides proper investment accounting treatment of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.
+ Supports an effective function for his/her assigned area(s) by identifying risks; researching technical investment accounting issues; and gathering all necessary information.
+ Contributes to the development of processes and procedures to ensure compliance with internal/external controls and requirements, SOX, and enterprise policies.
+ Provides technical research on new and existing general account investments and implements oversight controls for service providers.
**What we're looking for**
_Must-Haves_
+ 3-5+ Years experience in finance that is directly aligned to the specific responsibilities for this role
+ Bachelor's degree or equivalent work experience
+ Effective verbal and written communication skills
+ Analytical skills and close attention to detail is necessary
+ Strategic thinker who can adapt quickly to changing priorities and persevere through challenges
+ Demonstrates project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
+ Proficiency with Microsoft Office Suite, especially with Excel functions and visualization tools.
**Application Deadline**
Applications for this position will be accepted through July, 31, 2025, subject to earlier closure due to applicant volume.
**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 $69,000 - $124,600 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 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 .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
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.