Actuarial Life Process Steward: Data & Automation Lead

Lincoln Financial Group; Radnor (Delaware County); Hybrid; USD 120,000 - 193,000; Full time

Job summary

Lincoln Financial is seeking an experienced actuary to join our valuation and reporting team. You will support monthly, quarterly and annual GAAP, Stat and Tax production for Life products, including LDTI GAAP accounting standards, and work with auditors, consultants and internal partners.

The ideal candidate holds an FSA or ASA, a quantitative undergraduate degree, 5–7+ years of experience, and strong SQL Server skills. This hybrid role requires in-office collaboration three days a week.

Qualifications

• FSA designation or ASA designation with additional years of actuarial experience.
• Undergraduate degree in Actuarial Science, Applied Mathematics, Statistics, Economics, Computer Science, Data Science or Data Analytics or other quantitative major
• 5-7+ Years’ experience that aligns with the specific responsibilities for this position.
• Ideal candidate has strong SQL Server skills.

Responsibilities

• Gain in-depth knowledge of monthly, quarterly and annual valuation production duties for GAAP, Stat and Tax for all Life products, including business valued under PBR Stat requirements and LDTI GAAP accounting standards
• Assist in maintaining and improving financial reporting controls and governance structures
• Participate in requests with auditors, consultants, and other external audiences on the topics of reserving and financial reporting methods
• Maintain existing reporting processes as new requirements arise due to financial transactions, reinsurance deals or changes in regulatory requirements
• Review existing processes looking for improvements or corrections and evaluate efficient remediation.
• Demonstrate new capabilities for improvements with proof-of-concept builds
• Partner with stakeholders including valuation and modeling actuaries and developers including IT and consulting resources to implement more efficient/robust data solutions
• Help reduce manual deliverables by transitioning to more automated solutions
• Increase transparency, efficiency, and governance of processes by maintaining robust process and production documentation
• Upskill team members with emerging technology tools

Skills

Interpersonal skills

Curiosity

Self-starter

Education

Actuarial/Quantitative degree

Tools

SQL Server

Dataiku

Tableau

SAS

Python

MSAccess

MSExcel

ALFA/Integrate

Job description

Lincoln Financial is seeking an experienced actuary to join our valuation and reporting team. You will support monthly, quarterly and annual GAAP, Stat and Tax production for Life products, including LDTI GAAP accounting standards, and work with auditors, consultants and internal partners.

The ideal candidate holds an FSA or ASA, a quantitative undergraduate degree, 5–7+ years of experience, and strong SQL Server skills. This hybrid role requires in-office collaboration three days a week.