Lincoln Financial · 15 hours ago
Specialist, Operations Data Analysis and Reporting
Omaha, NE
Full-time
Hybrid
Entry, Mid Level
$54K/yr - $96K/yr
1+ years expLincoln 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.
AdviceFinanceFinancial ServicesInsurance
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
Qualification
Required
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
Preferred
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
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
H1B Sponsorship
Lincoln Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Ellen Cooper
Chairman, President and Chief Executive Officer
Christopher Neczypor
Chief Financial Officer
Recent News
GlobalFinTechSeries
2025-12-05
Company data provided by crunchbase