AVP, M&A Strategy & Financial Modeling

Lincoln Financial; Sacramento (CA); Remote; USD 125,000 - 230,000; Full time

Job summary

A leading financial services company is seeking an AVP, M&A Strategy & Financial Modeling to lead high-impact initiatives. Responsible for financial modeling and supporting M&A transactions, the ideal candidate will have over 10 years of experience in corporate development or finance, strong analytical skills, and excellent communication abilities. This role offers the opportunity to influence enterprise strategy in a remote work environment.

Benefits

Leadership development and virtual training

Tuition assistance program

Competitive 401K and employee benefits

Qualifications

• 10+ years experience in M&A, corporate development, or finance.
• Extensive experience in building complex financial models.
• Strong analytical and problem-solving skills.

Responsibilities

• Build and maintain complex financial models for assessments.
• Develop financial models for valuation and deal structuring.
• Conduct thorough financial analysis for M&A transactions.
• Create clear presentations for senior management.

Skills

M&A experience

Financial modeling

Analytical skills

Communication skills

Interpersonal skills

Job description

Overview

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Work from Home

Work Arrangement: Remote: Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: will be considered/provided for this opportunity within our company guidelines.

Requisition #: 75159

The Role at a Glance

As the AVP, M&A Strategy & Financial Modeling, you\u2019ll lead high-impact initiatives that shape the future of the organization through strategic vision. You’ll be responsible for building, evaluating, and maintaining complex financial and strategic models that drive our company’s growth and strategic decision-making. Your work will directly support M&A and other key transactions, requiring a sophisticated understanding of statutory and GAAP corporate modeling. This role offers the opportunity to influence enterprise strategy, collaborate with senior leadership, and drive financial and operational outcomes.

What you'll be doing

• Build and maintain complex financial models to assess potential deals, forecast company performance, and support M&A, and other strategic initiatives.
• Develop financial models for valuation and deal structuring, providing critical insight to support senior management in strategic decision-making.
• Play a key role in the due diligence process for M&A transactions, conducting thorough financial analysis and evaluating target companies.
• Create clear, concise, and compelling presentations for senior management and executive leadership, distilling complex financial calculations and analyses into a clear, actionable story.
• Evaluate and interpret highly complex economic trends and conditions which affect the financial services industry to contribute to short-term and long-term M&A policies and plans.
• Partner with cross-functional teams, including actuarial, finance, operations, and legal to execute deals and leads the transition from deals to integrated business operations.
• Stay current on industry trends, market dynamics, and competitor activities to inform modeling assumptions and strategic recommendations.
• Participates as needed on Lincoln committees (e.g., Asset Liability, Risk, Product, etc.), providing functional expertise.

What we’re looking for

Must-Haves

• 10+ years experience in M&A, corporate development, finance or a related field, with a strong focus on the life insurance and annuity sectors.
• Extensive experience in building complex financial models, with a demonstrated understanding of life insurance and annuity statutory and GAAP corporate modeling.
• Strong analytical and problem-solving skills, with a meticulous attention to detail.
• Excellent written and verbal communication skills, with the ability to create clean, visually effective presentations that convey a strong narrative.
• Strong interpersonal and relationship management skills. Ability to adapt quickly in a fast paced and dynamic work environment

Application Deadline

Applications for this position will be accepted through October, 30, 2025, 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 $125,800 - $229,100 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 integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an 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.

Be aware of fraud: Lincoln will not ask applicants to provide sensitive information in job applications, or conduct interviews via free e-mail, or require payment during hiring. If you encounter a suspicious opportunity, contact [e-mail].

Additional information: This position may be subject to Lincoln’s Political Contribution Policy. An offer may be contingent upon disclosing details of certain political contributions.

This Employer participates in E-Verify. See notices. Lincoln Financial Group is an Equal Opportunity employer. We have a drug-free work environment and perform pre-employment substance abuse testing.