VP, Expense Transformation

Socket.dev; Radnor (Delaware County); Hybrid; USD 217,000 - 347,000; Full time

Benefits offered by this job

Career tracks

Leadership development

PTO/ parental leave

401K & benefits

Financial counseling

Tuition assistance

Flexible work arrangements

Productivity tools

Job summary

Lincoln Financial seeks a VP, Expense Transformation to lead the Expense Efficiency Office, partnering with senior leaders to translate opportunities into actionable plans and measurable value realization. The role requires strategic oversight, governance, and a track record of delivering enterprise-scale efficiency programs.

The candidate will shape governance, drive multi-workstream execution, and build scalable operating models while collaborating with HR and business leaders on change

Qualifications

• 12+ years experience in Expense Mgmt/Transformation aligned to responsibilities.
• 5+ years senior management experience in a large complex organization.
• Bachelor's degree or equivalent work experience.
• Experience leading large scale transformation with multiple workstreams.
• Strong strategic, financial and analytical capabilities.
• Exceptional communication and executive presentation skills.
• Ability to operate in ambiguous environments and drive results through influence.

Responsibilities

• Lead the Expense Efficiency Office and oversee multiple initiatives to meet financial outcomes.
• Direct and develop a team of PMO, Workstream Leads, and financial analysts.
• Partner with senior leaders to convert opportunities into executable roadmaps and business cases.
• Establish and maintain a portfolio management framework with milestones and risks.
• Drive alignment across workstreams and escalate critical risks as needed.
• Provide updates to executive governance forums and strategic recommendations.
• Develop framework for evaluating and reinvesting savings generated.
• Scale the ETO office with evolving operating models and governance processes.
• Collaborate with HR and business leaders on initiative planning and change management.

Skills

Expense Mgmt/Transformation

Senior management

Strategic thinking

Financial analysis

Executive presentation

Stakeholder management

Leadership

Change management

Education

Bachelor's degree

Job description

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)

Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance:is not available for this opportunity.

Requisition #:76638

The Role at a Glance

The VP, Expense Transformation leads the Expense Efficiency Office (EEO), driving the execution of strategic efficiency initiatives that enable reinvestment in the company's highest priorities. This role sits at the center of a highly visible enterprise program, partnering with senior business, technology, finance, and AI leaders to turn identified opportunities into measurable business outcomes.

The role is accountable for translating approved efficiency opportunities into actionable plans, orchestrating execution across multiple workstreams, and ensuring committed value is realized. Success requires a blend of strategic thinking, operational leadership, executive stakeholder management, and disciplined program execution. The Vice President will also help shape the governance framework that brings transparency, accountability, and consistency to enterprise investment and reinvestment decisions.

What you’ll be doing

• Lead the Expense Efficiency Office and oversee a portfolio of strategic efficiency initiatives across multiple business and functional areas, ensuring delivery against enterprise objectives and committed financial outcomes.
• Direct and develop a team of Workstream Leads, PMO resources, and financial analysts, fostering accountability, collaboration, and execution excellence across the program.
• Partner with senior business, technology, finance, and AI leaders to convert identified opportunities into executable roadmaps, validated business cases, and measurable value realization plans.
• Establish and maintain a comprehensive portfolio management framework, including initiative tracking, milestone management, dependency oversight, risk management, and benefits realization.
• Drive alignment and decision making across multiple concurrent workstreams, proactively addressing barriers, resolving competing priorities, and escalating critical risks when necessary.
• Provide regular updates and strategic recommendations to executive governance forums, including the Expense Efficiency Governance Committee and Strategic Investment Committee.
• Partner with governance stakeholders to develop and continuously enhance the framework for evaluating, prioritizing, and reinvesting efficiency generated savings.
• Build and scale the ETO office over time, evolving operating models, capabilities, team structure, and governance processes to support enterprise growth.
• Establish an effective operating model for partnership with HR and business leaders throughout initiative planning, change management, workforce impact assessment, and leadership communications.

What we’re looking for

Must-Haves

• 12+ Years experience in Expense Mgmt/Transformation that directly aligns to the specific responsibilities of this position.
• 5+ Years of senior management experience in a large complex organization including influencing senior management and critical stakeholder responsibility.
• Bachelor's degree or equivalent work experience
• Demonstrated success leading large scale transformation or efficiency programs involving multiple workstreams, diverse stakeholder groups, and executive governance forums.
• Strong strategic, financial, and analytical capabilities, including experience developing business cases and measuring value realization.
• Exceptional communication, relationship management, and executive presentation skills.
• Proven ability to operate effectively in ambiguous environments, build alignment across stakeholders, and drive results through influence.

Application Deadline

Applications for this position will be accepted through October, 31, 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 andleadership 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$216,750 - $346,800with 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.

Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.

Be Aware of Fraudulent Recruiting Activities

Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms