Excel / VBA Modeling Consultant

What you'll be doing

• 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.

What we’re looking for

Application Deadline

Applications for this position will be accepted through February 15, 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 and leadership attributes

Leadership development and virtual training opportunities

PTO / parental leave

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 $72,900 - $131,600 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.