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Lincoln Financial Group Sr. Business Intelligence Consultant- Annuity Solutions in Des Moines, Iowa

Alternate Locations: Work from Home

Work Arrangement: Work from Home

Relocation assistance: : is not available for this opportunity.

Pay Range: $83,500 - $179,100

Bonus Potential: 10%

Requisition #: 70301

The Role at a Glance

As a Sr. Business Intelligence Consultant, you will define and develop data assets and tools to deliver complex analysis and reporting for Annuity Solutions. In this role you will work with team members to understand critical business questions and the analytical insights needed to address them. You will develop data requirements, assess, and select various data sources, develop easily repeatable methods to source and store data, and create scalable business intelligence solutions to deliver complex data, analytics, and reporting. You will also partner with stakeholders to deliver a strong data foundation for use across functions.

What you'll be doing:

  • Drive adoption for Annuity Data Solution including such items as managing Teams Channel or website and intake portal for requests.

  • Lead Business Intelligence efforts for Annuity Data Solution including understanding the business need, providing data sets and visualizations for business use cases.

  • Manage the Intake Portal for Annuity Data and Visualization requests.

  • Point of contact for Data Marts and support of self-service analytics.

  • Collects, aggregates, and analyzes data from various sources to provide advanced analytics & reporting that offer insights into business performance and create immediacy and scale.

  • Determines data and analysis needs for their assigned area(s), creates data requirements, and works with other teams to provide robust, high quality data to enable successful achievement of business goals.

  • Supports and manages aspects of cross-functional projects/initiatives

  • Collaborates with stakeholders to evaluate current state of data; supports development of tactical plans to improve data management and resolve complex technical challenges impeding data availability, quality, metric consistency, and credibility

  • Creates dashboards & scorecards utilizing existing and newly developed metrics & performance monitoring systems to provide senior management with quantifiable gauges of business results and impact of plans and tactical initiatives

  • Provides subject matter expertise regarding all data and analytics work.

  • Standardizes and documents processes to enable operational effectiveness, iterative improvement, and business resiliency.

  • Leads process improvements and develops standards for data structure to ensure effective, standardized analytical processes

  • Reviews and critiques complex technical designs and recommends enhancements to various current systems or those under development

  • Participates in and/or leads projects for advanced analytics and predictive & other modeling integration and implementation.

  • Represents Lincoln in various internal & external data forums.

  • Provides overflow & backup support for reporting and ad-hoc requests across functional areas, as needed.

  • Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.

  • Remains current in profession and industry trends.

  • Makes a positive contribution as demonstrated by making suggestions for improvement and continuing to learn new skills, procedures, and processes

  • Performs other duties as required.


Wat we're looking for:


  • 5 – 7+ Years experience in financial planning and analytics directly aligned to the specific responsibilities for this role.

  • Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)

  • Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures.

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

  • Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed, and logical discussions/presentations.

  • Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.

  • Ability to work with others in a team environment; Demonstrates strong interpersonal skills with a collaborative style.

  • Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches; can influence outcomes without directing or commanding.

  • Demonstrated ability to identify and recommend processes improvements.

  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

  • SQL and Database knowledge or ability to learn quickly, required.

  • Tableau knowledge required.


  • Business Objects skills preferred, but not required.

  • Website building skills preferred, but not required.

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:

  • A clearly defined career framework to help you successfully manage your career

  • 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

  • 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

Work Arrangement

Work from Home : Employees will work from home and are not required to work in a Lincoln office on a regular basis.

Lincoln will evaluate the following when setting the successful candidate's wage rate:

• Prior work or industry experience.

• Education level to the extent education is relevant to the position.

• Unique skills

About The Company

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

Lincoln is committed to creating a diverse and 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.

Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook ( , Twitter ( , LinkedIn ( , and Instagram ( . Sign up for email alerts at

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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

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, Veteran status, or genetic information. 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 260-455-2558.

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.