Excel​/VBA Modeling Consultant

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

Work Arrangement:

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

Relocation assistance: is not available for this opportunity.

Requisition #:75668

We are excited to bring on an Excel/VBA Modeling Consultant to join our Retail Solutions business in a hybrid work environment. We are open to candidates in Charlotte (NC), Fort Wayne (IN), Greensboro (NC), Hartford (CT), Omaha (NE), or Radnor (PA).

• You will develop and implement more complex Excel-based testing models for Variable, Fixed, Indexed, Immediate and Deferred Income Annuities to ensure the accuracy of our illustration 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 analyze and prepare spreadsheets for the Illustration and technical system(s) with each release to verify product accuracy.
• You will lead in debugging the Illustration and technical system and determine the sources of differences from the benchmark tool.
• You will add new products and update existing products as needed in the NY Reg 60 spreadsheet.
• You will respond to queries from distribution regarding product illustrations and projections.
• You will clarify product design and calculations using benchmark test tools.
• You will serve as a resource for ad hoc annuity product pricing and risk analysis assignments as needed.
• You will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of your assigned area(s) of responsibility.
• You will maintain knowledge on current and emerging developments/trends for your assigned area(s) of responsibility, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions.
• You will promote and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within your assigned area(s) of responsibility.

• 4 Year/Bachelor’s Degree, preferably in mathematics, computer science or similar technical field
• 3 – 5+ Years of Experience in modeling or programming that directly aligns with the specific responsibilities for this position.
• Advanced Spreadsheet and programming experience with VBA or other similar languages.
• Demonstrated analytical and problem-solving skills, detail-oriented, independent, motivated, innovative.
• Ability to work with others in a collaborative team environment
• Strong written and verbal communication skills.
• Strong understanding of annuity products and markets preferred.
• Ability to read, analyze and interpret both internal and external documents.
• Apply mathematical concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.
• Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Define problems, collect data, establish facts and draw valid conclusions.
• Evaluate trends in data or information.
• Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Demonstrates solid project management skills, including critical ability to coordinate and balance multiple projects under pressure in a time-sensitive environment and meet deadlines.

Applications for this position will be accepted through February 15, 2026, subject to earlier closure due to applicant volume.

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…