Avp, Enterprise Finance Data Strategy Mgt

Lincoln Financial Group Radnor , PA 19087

Posted 2 months ago

Alternate Locations: Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #59082

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas Life Insurance, Annuities, Retirement Plan Services and Group Protection focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

The Role

This position will provide direction and functional expertise on complex projects/initiatives to lead overall data management strategy for his/her assigned area(s). In addition, s/he will provide strategic direction for Finance's data governance. S/he will communicate and liaise with program stakeholders and senior leadership from across the enterprise to secure resources, facilitate discussions/decisions, monitor program activities, and resolve issues. S/he will lead a team in support of data management and governance.


Enterprise Finance Data Strategy

  • Provides leadership and strategic direction for efficiently and effectively managing enterprise finance data (EFD), working in close partnership with senior leadership, business functions, IT, and other related enterprise-wide resources.

  • Develops and maintains the long-term vision, strategy, and road map for standardizing and leveraging enterprise finance data.

  • Leads the creation of a robust inventory of data assets and assess key gaps including quality, accessibility, level of integration, and ownership roles & responsibilities.

  • Directs the development, execution, and maintenance of metadata definitions and a repository that catalogs data components across the finance enterprise.

  • Develops and leads the implementation of overarching data management policies, models, and change integration processes for EFD, ensuring consistent enforcement of policies.

  • Directs the establishment of "usage" standards, guides for consistent data use across the business functions

  • Directs a consistent approach for data modeling, flow, gap analysis, and risk management

  • Ensures the validity of data definitions and business rules across enterprise finance.

  • Directs the creation of an Accessibility Framework to enable cross-business consistency access for data assets

  • Chairs and/or leads coordination of ongoing EFD Data Governance forums.

EFDM Initiative Lead

  • Serves as an initiative / project leader, collaborating with the EFD Program Governance and EFD Committees to define, manage, and own the initiative scope.

  • Oversees day-to-day project management activities including status reporting, monthly financials, issue and risk management, and resource management.

  • Provides subject matter expertise and direction on complex systems and processes, recommending improvements aligned to business needs and ensuring project sponsors fully understand alternatives, requirements, and feasibility to determine the best viable option.

  • Partners with senior leadership to understand critical issues and devise, develop, and implement credible & sustainable solutions.

  • Manages complex issues (relationships, processes, technology) and ensure efficient resolution.

  • Builds strong strategic relationships throughout his/her assigned business area(s) and across LFG.

  • Participates in other strategic initiatives and projects within the organization.

  • Directs/executes approved strategy decisions and contributes to strategy creation for assigned area(s) of responsibility.

  • Provides strategic leadership and direction to continually improve the capability and results for his/her assigned area(s) of responsibility.

  • Directs, establishes and implements priorities, performance goals and objectives to ensure departmental results for his/her assigned area(s) of responsibility.

  • Directs and evaluates departmental performance and takes appropriate action to meet and/or exceed performance standards for assigned area(s) of responsibility.

  • Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

  • Identifies and directs strategic process improvements that significantly reduce workloads or improve quality across the team, department and/or business unit for assigned area(s) of responsibility.

  • Provides subject matter expertise to team members and internal/external stakeholders on complex assignments/projects for his/her assigned area(s) of responsibility.

  • Builds organizational capability within his/her assigned area(s) of responsibility.

  • Ensures that top talent is hired and retained for his/her assigned area(s) of responsibility.

  • Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent.

  • Maintains knowledge on current and emerging developments/trends for assigned area(s) or responsibility, assess the impact, and collaborates with senior management to incorporate new trends and developments in current and future strategies



  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)


  • 10+ years experience in data management and/or data process improvement directly aligned to the specific responsibilities for this role, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management/critical stakeholders experience (Required)

  • Drives performance targets to completion.

  • Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.

  • Understanding of traditional "ETL" type technologies.

  • Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches

  • A demonstrated track record of consistently meeting and/or exceeding performance expectations.

  • Possesses a bias for action and avoids workplace distractions.

  • Drives performance targets to completion.

This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.


Nearest Major Market: Philadelphia

Job Segment: Database, Financial, Risk Management, Data Management, Technology, Finance, Strategy, Data

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Avp, Enterprise Finance Data Strategy Mgt

Lincoln Financial Group