Maintains knowledge on current and emerging developments/trends, assess the impact, and collaborates with senior management to incorporate new trends and developments in current and future strategies. Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives. Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent. Directs, establishes and implements priorities, performance goals and objectives to ensure departmental results
4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors). 10+ Years of progressively increasing responsible experience in corporate reporting and/or finance within the insurance/financial services industry, including 3+ years of management, strategy, and influencing senior management/critical stakeholders experience
AVP, Information & Reporting Mgt Date: Jan 10, 2017 Location: Radnor, PA, US Company: Lincoln Financial Alternate Locations: Radnor, PA (Pennsylvania); Work from Home Relocation assistance is not available for this opportunity. Requisition #22421 About the Company Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015. The Role As the AVP, Information & Reporting Management, you will provide leadership, direction and functional expertise to ensure departmental results for all aspects of LFG's financial system vision, architecture, financial information technology strategies, & applicable policies while ensuring alignment with the broader business & financial objectives of the enterprise and its line of businesses. S/He will oversee the business intelligence process to ensure the continuous improvement of systems, processes, & reports. Responsibilities Business Acumen Maintains knowledge on current and emerging developments/trends, assess the impact, and collaborates with senior management to incorporate new trends and developments in current and future strategies Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives Identifies and directs strategic process improvements that significantly reduce workloads or improve quality across the team, department and/or business unit Provides subject matter expertise to team members and internal/external stakeholders on complex assignments/projects Leadership Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent Directs, establishes and implements priorities, performance goals and objectives to ensure departmental results Directs and evaluates departmental performance and takes appropriate action to meet and/or exceed performance standards Ensures that top talent is hired and retained Builds organizational capability within assigned area(s) of responsibility Ensures appropriate resources (technology and personnel) are in place to support business objectives on a 24 hour/7 day per week basis Ensures the facilitation of training as needed Strategy Provides strategic leadership and direction to continually improve the capability for area of responsibility Directs/executes approved strategy decisions and contributes to strategy creation for assigned area(s) of responsibility Directs and executes approved strategy for LFG’s financial system, architecture, financial information technology strategies and applicable policies while ensuring alignment with business and financial objectives Identifies and communicates complex system risks to key senior stakeholders Provides subject matter expertise on complex business requirements and integration plans Develops and oversees the effective integration of complex financial systems across the enterprise Directs the strategic execution of appropriate data governance for platform and financial data Collaborates with executive management on the development of Business Intelligence governance as needed Leads the development & maintenance of a complex effective financial PMO, including: identifying strategic business needs, defining scope of projects, developing project plans, developing timetables & milestones, & meeting budgetary commitments Directs the strategic management of all relevant agency and vendor relationships including vendor selection and licensure compliance and monitors the results Contributes to the strategic development and maintenance of training for business intelligence financial systems to end users Ensures appropriate quality control over financial applications/platforms including maintenance of test scenarios and appropriate execution of testing for various changes Develops processes for the identification of inefficiencies, cost reductions or system improvements. Develops and implements mitigation plans Develop and implement data management, reporting, and business intelligence solutions to drive business decisions Liaises with business customers, information technology and other internal constituents on data management and reporting matters Partner with IT to develop required data sources for queries, dashboards and reports. Requirements Education 4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors) Experience 10 Years of progressively increasing responsible experience in corporate reporting and/or finance within the insurance/financial services industry, including 3 years of management, strategy, and influencing senior management/critical stakeholders experience Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations Demonstrates ability to communicate knowledgeably and credibly with senior management and internal constituents Ability to perform under stress in cases of emergency, critical or hazardous situations Ability to work with others in a team environment Demonstrated ability to identify, develop and implement processes improvements 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 management, peers and colleagues); proven ability to develop creative and collaborative approaches Demonstrates strong interpersonal skills with a collaborative style 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 Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding Deep understanding of key driver/levers of business In-depth knowledge of insurance products and system technologies Knowledge of finance and business applications Strong knowledge and understanding of insurance accounting and the end-to-end close process Demonstrated experience as a Business Intelligence “thought leader”; will be able to demonstrate being sought after for advice, counsel, and judgment Demonstrated experience in identification, assessment, and communication of financial risk within a large and complex environment Ability to understand the fundamental drivers of the business and the industry at an operational level, anticipating change and seeing competitive opportunities in an evolving and growing marketplace Excellent written and verbal communication skills Ability to advocate effectively, readily command attention and respect in groups as demonstrated by people listening to and getting on board with initiatives Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions Works with mathematical concepts such as averages and/or variances Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists Ability to think critically, analyze information and to evaluate the implications of a course of action or solution Define problems, collect data, establish facts and draw valid conclusions Evaluate trends in data or information #LI-JH1 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. Nearest Major Market: Philadelphia Job Segment: Business Intelligence, Change Management, Project Manager, Technology, Management
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