• Support the operations team with various operational processes, reporting, and project tasks across Commercial, Medicare Advantage, and Medicare Part D plans • Run reports for various stakeholders, including complying with contractual requirements for the U.S. Office of Personnel Management (OPM), vendors and Clients • Collaborate with internal stakeholders across different departments, such as operations, finance, marketing, and IT, to gather information, understand business needs to drive alignment. • Document and develop action plans that aim to address business challenges • Document process and workflow improvements and maintain repository • Identify improvement opportunities by conducting complex and informative business and systems process analysis • Ability to learn new software tools and apply to improve efficiency • Support team members with project tasks on reporting and benefits implementation

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are excited to bring on an Anaplan Model Builder Analyst to join our Finance team in a hybrid environment within our Radnor, PA; Fort Wayne, IN; Greensboro, NC; Charlotte, NC; Hartford, CT or Omaha, NE offices or remote if outside of one of these locations. The Financial Analytics team is responsible for shaping how the department interacts with data to gain insight into our financials and make data-driven decisions. As an Anaplan Model Builder Analyst, you will be in a lead model builder capacity, within a project team, requiring autonomy and navigation of internal/external stakeholder partnerships. You will play a meaningful role in developing our next generation planning process through Anaplan. You will be responsible for designing, building, and maintaining Anaplan models to support various business functions. You will work closely with business stakeholders to understand their needs and translate them into Anaplan models. In this role, you will have the opportunity to work on high-impact projects that improve enterprise planning and decision-making. As part of the Anaplan Center of Excellence (CoE), you will contribute to creating end-to-end models, supporting existing models, maintaining model integrity, implementing best practices, and driving the successful adoption of Anaplan across the organization. What you'll be doing - Build and evaluate business requirements and consult with stakeholders to ensure model design reflects business needs. - Gain an understanding of insurance concepts and terminology, in particular individual life insurance, annuities, group insurance, and/or retirement planning. - Translate the solution architect’s high-level instructions into actionable steps per PLANUAL standards and build solutions in Anaplan. - Configure and maintain Anaplan lists, modules, pages, actions, and other model settings to meet business needs. - Continuously monitor and optimize Anaplan models for performance. - Develop and maintain strong documentation on assumptions, models, and processes for end users and other model builders. - Contribute to the continued growth and success of the established Anaplan Center of Excellence by providing training, support to end-users, and promoting the adoption and proficiency of Anaplan across the organization. - Provide subject matter expertise on best practices using Anaplan while maintaining knowledge of current and emerging trends of the ecosystem. - Collaborate with business leaders and senior model builders on high-impact projects that shape financial and operational decision making. - Mentor junior model builders and support their upward mobility. Qualifications - 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's). - 3 - 5+ Years experience as a model builder in an EPM tool (Anaplan or another). - Anaplan L3 Certified, or equivalent training completed, upon hire. - Strong analytical mindset with problem-solving skills and attention to detail. - Ability to effectively communicate and collaborate with team members and stakeholders. - Strong organizational skills with the ability to prioritize tasks and maintain focus on key objectives. - Demonstrates a willingness to learn and grow within the role. - Ability to use sound judgment and discretion regarding confidential information. - Proactive mindset to keep projects moving forward even when a solution architect isn’t immediately available to support. Requirements - Anaplan L3 Certified. - Proficiency in SQL and Python for data analysis, automation, and integration. - Familiarity with QuickSight, Power BI or other Business Intelligence software. - Background in insurance domain in particular individual life insurance, annuities, group insurance, and/or retirement planning. - Familiarity with Agile development methodologies. Travel Requirements - Up to 10% Application Deadline - Applications for this position will be accepted through March 31st, 2026 subject to earlier closure due to applicant volume. Benefits - 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.

• Develop reports in SQL and SAS. • Review MCO/Client Requests with internal and external partners to translate them into clear business requirements. • Build relationships with Account Teams, Legal, Compliance, Client Audit, Finance Operations, and others, by providing reporting leadership representation. • Continuously evaluate/evolve processes, best practices, and tools around data, reporting, and automation. • Ensure the accuracy and quality of the deliverables, applying high standards for quality control to all reporting and analytic work. • Ensure consistent and clear documentation for production-ready reporting solutions. • Handle, communicate, and escalate issues (as needed) in a timely manner so as not to impact delivery. • Lead by example to inspire a positive attitude, engagement, and professional growth. • Proactively lead reporting & automation activities, tracking completion of action items, resolving issues, and mitigating risk. • Champion a culture of continuous improvement, curiosity, collaboration, and innovation. • Constantly work to understand data structures and their business context. • Negotiate and document requirements, agreements and changes with business users.

• Own monthly financial reporting processes and standard reporting cadence • Produce monthly financial and operational KPI packages for leadership • Enhance transparency and accessibility of reporting through continuous process improvements • Develop and maintain headcount, ROI, and efficiency reporting across the organization • Serve as the NetSuite Planning & Budgeting (NSPB) subject matter expert, including monthly rollovers and hierarchy maintenance • Lead reporting and dashboard development, including publishing and security management • Leverage automation, AI, and scalable tools to improve reporting efficiency and accuracy • Support monthly forecasting and variance analysis • Contribute to annual and long-range planning, including building budget templates and reporting packages • Prepare executive-ready presentations and analysis for the VP of Finance, CFO, and Board of Directors