Hybrid AI Solutions Analytics & Automation Lead

Lincoln Financial Group; Radnor (Delaware County); Hybrid; USD 107,000 - 171,000; Full time

Job summary

Lincoln Financial Group is seeking an AI Solutions Analytics & Automation Lead to identify and drive scalable AI, analytics, and automation opportunities. You will guide discovery, define requirements, and manage a portfolio across enterprise data and reporting initiatives.

You will design AI-enabled workflows, develop reusable assets, and partner with Technology and Data & Analytics teams to deliver measurable business value in a hybrid work setting.

Qualifications

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 5+ Years Experience directly aligned to the duties of the role, including analytics, business intelligence, reporting, AI solutions, automation, data solutions, operational excellence, enterprise services, consulting, or related disciplines.

Responsibilities

• Identifying, evaluating, prioritizing, and executing complex AI, analytics, reporting, and automation opportunities.
• Facilitating business discovery and requirements-gathering workshops and translating business objectives into analytical, reporting, automation, AI, and technology requirements.
• Building and managing a portfolio of AI, automation, reporting, and analytics initiatives.
• Leading AI use cases from concept through implementation, adoption, measurement, and value realization.
• Designing and optimizing AI-enabled workflows using Microsoft Copilot, Claude, Claude Code, and other approved enterprise AI technologies, applying sound judgment and established governance standards.
• Developing reusable prompts, prompt libraries, workflow templates, automation components, and solution assets that improve consistency, efficiency, and scalability.
• Documenting models, prompts, workflows, business rules, controls, and solution designs to support reproducibility, auditability, maintenance, and compliance with governance expectations.
• Designing, building, and maintaining complex data models, dashboards, scorecards, performance metrics, and reporting solutions that provide reliable and actionable business insights.
• Developing executive and operational reporting that communicates trends, risks, opportunities, capacity constraints, and performance improvement opportunities.
• Analyzing large, complex, and incomplete datasets; resolving data and reporting issues where precedent may not exist and recommending practical improvements to processes, controls, and services.
• Partnering with Technology and Data & Analytics teams to define integration requirements and implementing scalable reporting solutions that combine information from enterprise platforms and source systems.
• Translating fragmented business processes, disparate data sources, and reporting needs into reusable business definitions, mapping rules, data models, and governed reporting assets.
• Providing subject matter guidance to stakeholders and project participants, explaining complex concepts, and sharing reusable practices that strengthen solution quality and adoption.
• Leading the work of small project teams as assigned, coordinating tasks, providing guidance, and supporting delivery against project objectives and departmental priorities.

Skills

Advanced Excel

Power BI

Power Automate

MS Power Apps

Generative AI platforms

SQL

Tableau

Alteryx

Process Mining Solutions

Python

Education

Bachelor's degree or equivalent work experience

Tools

Excel

Power BI

Power Automate

MS Power Apps

MS Co-Pilot/Claude

Claude

SQL

Tableau

Alteryx

Process Mining

Python

Job description

Lincoln Financial Group is seeking an AI Solutions Analytics & Automation Lead to identify and drive scalable AI, analytics, and automation opportunities. You will guide discovery, define requirements, and manage a portfolio across enterprise data and reporting initiatives.

You will design AI-enabled workflows, develop reusable assets, and partner with Technology and Data & Analytics teams to deliver measurable business value in a hybrid work setting.