Excel/VBA Annuity Modeling Specialist

We are excited to bring on an Excel/VBA Annuity Modeling Specialist to join our Retail Solutions organization in a hybrid work environment. We are open to candidates in the following key city locations: Charlotte (NC), Fort Wayne (IN), Greensboro (NC), Hartford (CT), Omaha (NE) and Radnor (PA).

As the Excel/VBA Annuity Modeling Specialist, you will contribute to the development of benchmark test tools for our annuity illustration, administration, and other product platforms. Working under general supervision and following established guidelines, you will apply working knowledge of Excel and VBA to build and maintain spreadsheet models that verify the accuracy of our systems. This position supports analysis for stakeholders across the Annuities group while delivering on routine assignments within its assigned area. The incumbent also serves as a resource for annuity product technical questions and supports other ad hoc annuity analytical initiatives as needed.

What you'll be doing

• You will support the development and implementation of Excel-based testing models for Variable, Fixed, Indexed, Immediate and Deferred Income Annuities to ensure the accuracy of our illustration system(s), digital platform(s), administration system(s), and any other supporting system(s), including but not limited to: adding new products to existing spreadsheet models, creating new spreadsheets for new products, and updating existing spreadsheets for product changes.
• You will work collaboratively with fellow team members to meet shared goals and deadlines.
• You will leverage AI tools to enhance and accelerate spreadsheet modeling, testing, and analysis workflows.
• You will assist in debugging systems and help determine the sources of differences from the benchmark tool.
• You will respond to straightforward queries from distribution regarding product illustrations and projections.
• You will work with Operations and the Product Implementation team to support production-related calculation issues.
• You will maintain working knowledge of current developments and trends for assigned area(s) of responsibility.
• You will support and positively contribute to departmental and enterprise change management initiatives within assigned area(s) of responsibility.
• You will perform and deliver on routine assignments/projects while applying working knowledge of assigned area(s) of responsibility.
• You will serve as a resource for ad hoc annuity product analysis assignments as needed.

What we’re looking for

• 4 Year/Bachelor’s Degree, preferably in mathematics, computer science, or a similar technical field.
• 1–3+ Years of experience in Excel modeling that directly aligns with the specific responsibilities for this position.
• Working knowledge of spreadsheets and programming experience with VBA.
• Experience using AI platforms (i.e., CoPilot, Claude).
• Demonstrated analytical and problem-solving skills; detail-oriented, motivated, and eager to learn.
• Strong written and verbal communication skills.
• Ability to read, analyze, and interpret both internal and external documents.
• Ability to apply mathematical concepts such as probability, statistics, percentages, ratios, and proportions to practical solutions.
• Ability to solve challenging but noncomplex problems and deal with a variety of concrete variables where guidelines exist.
• Ability to collect data, establish facts, and draw valid conclusions.
• Ability to evaluate trends in data or information.
• Understanding of annuity products and markets preferred, or a willingness to develop it.
• Ability to work with others in a collaborative team environment under general supervision.
• Demonstrated relationship management skills with internal clients (e.g., management, peers, and colleagues).
• Demonstrates strong organizational skills with the ability to prioritize workload and multi-task while maintaining attention to detail.

Application Deadline

Applications for this position will be accepted through November 30, 2026, 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 $66,750 - $106,800 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 i