VP Finance, Retirement Plan Services

2 days ago

Salt Lake, Utah, United States Lincoln Financial Group Full time
About the Role

Lincoln Financial Group is seeking a highly skilled and experienced VP Finance, Retirement Plan Services to join our team. As a key member of our leadership team, you will be responsible for providing strategic leadership to achieve key business objectives for the Retirement Plan Services (RPS) business line.

Key Responsibilities
  • Develop and oversee the comprehensive analysis and reporting of financial information to support and drive strategic executive decision making
  • Ensure the finance functional areas are meeting all objectives pertaining to quality, productivity, customer service, budget and project management
  • Analyze complex financial information and provide strategic insights to key senior executive stakeholders
  • Develop and ensure RPS operational plans are aligned with Workplace Solutions (WPS)/Lincoln Financial Group's (LFG) overall business plans and specific strategic and tactical initiatives
  • Contribute to the strategy development for highly complex financial trends, issues and/or concerns for RPS
  • Establish and maintain strong relationships with senior executives so as to identify their needs as they seek solutions for a full range of business challenges; ensuring that these executives are provided with strategically optimal financial impacts to the enterprise
  • Oversee effective internal control of all RPS operations to ensure an accurate reporting of its financial position
  • Lead and oversee departmental and/or enterprise wide projects to ensure senior stakeholders have actionable and valuable financial information which enables decision-making that results in successful outcomes
  • Ensure the preparation of reports which summarize and forecast RPS business activities and financial position in the areas of income, expenses, and earnings based on past, present, and expected operations
  • Ensure the preparation and communicates RPS's financial performance to WPS and LFG's leadership team, LFG's Board of Directors, Regulators, Rating Agencies, Investors/Analysts, LFG Customers/Intermediaries, and the employees of the RPS line of business
  • Ensure that risks, exposure and key business issues are identified, properly analyzed and resolved
  • Develop and implement the overall financial analysis policies and procedures
  • Ensure the compiling and analyzing of key performance indicators and metrics for RPS
  • Develop and manages the overall departmental budget
  • Guides and evaluates departmental performance and takes appropriate action to meet and/or exceed performance standards
Requirements
  • 12+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position
  • 5+ years of management, strategy, and influencing senior management/critical stakeholders experience
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
  • Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
  • Advocates effectively, readily command attention and respect in groups as demonstrated by people listening to and getting on board with initiatives
  • Demonstrated ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills
  • Demonstrated strong relationship management skills with internal clients (e.g. senior/executive management, peers and colleagues); proven ability to develop creative and collaborative approaches
What We Offer
  • 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
  • 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
About Lincoln Financial Group

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 December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

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.

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