Senior Data Coordinator

Lincoln International Inc. (NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies. Our services include mergers and acquisitions advisory private funds and capital markets advisory and valuations and fairness opinions. The global enterprise is comprised of a tightly integrated team of more than 1400 professionals in more than 30 offices in 14 countries offering an unobstructed perspective on the global private capital markets backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships timely market intelligence and strategic insights we forge deep productive client relationships that endure for decades. Connect with us to learn more at .

At Lincoln International we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting retaining and engaging high performers from all demographics backgrounds and perspectives. We value diversity equity and inclusion as a catalyst to foster innovation and creative problem solving access the best candidates and adapt to a highly dynamic competitive environment. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients.

Lincoln International is committed to creating a diverse 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. We encourage you to read more about our commitment to diversity and Environmental Social & Governance (ESG) efforts.

Lincoln International follows a hybrid work structure with an emphasis on in office collaboration.

Our employees work in our offices Monday through Thursday each week with the option to work remotely or from the office on Fridays.

The Senior Data Coordinator will serve as the day-to-day lead for a team of Data Specialists supporting strategic data technology and operational initiatives across Lincoln Internationals Valuations & Opinions Group. This is a hands-on working-lead addition to setting daily priorities coordinating workloads coaching early-career team members and reviewing work quality this individual will be expected to perform the teams core data and operational responsibilities as needed particularly during periods of high volume complex assignments or limited team capacity.

The role will support client onboarding to Lincolns next-generation valuation platform (Anaplan) private-market data collection and reporting functional testing of new platform capabilities ongoing support for valuation technology platforms and continuous improvement initiatives including emerging AI and data-extraction solutions.

The successful candidate will work closely with the Anaplan Technology team Data & Analytics the Salesforce Data team Product teams and valuation professionals. The role requires strong operational discipline financial acumen project coordination skills and the ability to communicate clearly with stakeholders while keeping the team focused organized and accountable.

Duties & Responsibilities:

Team Leadership & Daily Operations

• Provide day-to-day direction coaching and support to a team of Data Specialists serving as the primary point of coordination for daily activities.
• Set priorities assign work and balance team capacity across multiple onboarding data testing and support workstreams.
• Review team output for accuracy completeness consistency and timeliness reinforcing clear quality standards and expectations.
• Monitor productivity turnaround times and workflow bottlenecks; proactively adjust assignments and escalate risks when needed.
• Promote knowledge sharing cross-training and consistent documentation to strengthen team coverage and reduce key-person dependencies.
• Support the onboarding and development of new team members through structured guidance feedback and hands-on coaching.
• Remain actively involved in day-to-day execution and perform the core responsibilities of the Data Specialist team as needed including completing complex or time-sensitive assignments addressing capacity constraints and modeling expected quality standards.

Client Onboarding & Project Coordination

• Coordinate the onboarding of valuation clients onto Lincolns Anaplan platform ensuring required data activities and stakeholders are aligned.
• Manage multiple concurrent onboarding testing and operational initiatives.
• Develop and maintain project plans milestones dependencies issue logs and status updates.
• Identify delivery risks and resource constraints early communicate impacts clearly and coordinate appropriate next steps.
• Facilitate cross-functional execution across Data & Analytics the Anaplan Technology team the Salesforce Data team Product teams and other Business Enablement partners.

Data Quality Governance & Reporting

• Oversee the collection validation maintenance and reporting of private-market data.
• Establish and reinforce quality-control procedures that improve data accuracy completeness consistency and timeliness.
• Investigate data exceptions and recurring issues coordinate resolution and recommend sustainable process improvements.
• Maintain clear process documentation operating procedures and ownership standards to support scalable execution.
• Provide stakeholders with visibility into work status data-quality issues and outstanding dependencies.

Product & Technology Support

• Partner with the Anaplan Technology team on new platform capabilities and enhancements including requirements clarification functional testing issue documentation and validation of fixes.
• Coordinate user acceptance testing and ensure test scenarios results defects and follow-up actions are documented clearly.
• Support valuation technology platforms by triaging user questions coordinating issue resolution and identifying recurring support needs.
• Support the evaluation and responsible adoption of emerging AI and data-extraction solutions that improve team productivity and data-processing capabilities.

Qualifications:

Interested candidates should demonstrate the following experience and capabilities:

Required Experience & Skills

• Approximately 7-8 years of relevant experience in data operations financial analysis valuation financial reporting or a related field.
• Experience providing day-to-day leadership coaching or work coordination for junior or early-career team members.
• Demonstrated ability to manage multiple priorities deadlines and stakeholders in a fast-paced environment.
• Strong project coordination skills including planning milestone tracking risk identification issue management and status communication.
• Analytical foundation with an understanding of financial statements and strong proficiency in Microsoft Excel.
• Strong working knowledge of the teams core data financial analysis and operational processes with the ability and willingness to independently complete troubleshoot and provide guidance on the work performed by Data Specialists.
• Experience analyzing or preparing company financials financial models valuation analyses or related reporting.
• Strong written and verbal English communication skills with close attention to detail and the ability to communicate effectively with both technical and business stakeholders.
• Proven ability to collaborate cross-functionally and build productive working relationships across levels and functions.
• Ability to periodically work extended hours in the office or remotely as required to support business deadlines.

Preferred Qualifications

• CFA designation completed or actively being pursued.
• Experience with Anaplan or another enterprise planning or workflow platform.
• Experience with SQL Power BI or other data and reporting tools.
• Experience supporting technology implementations functional testing or user acceptance testing.
• Experience in financial services investment banking valuation or a related professional-services environment.

Professional & Cultural Characteristics

• High integrity and personal values consistent with Lincolns Culture Statement: Excellence Entrepreneurship Integration Collaboration and Integrity.
• Proactive organized and self-motivated with the judgment to identify priorities and move work forward with limited supervision.
• Resourceful problem solver who can identify root causes recommend practical solutions and follow through on execution.
• Confident and articulate communicator who provides clear direction and escalates issues constructively.
• Collaborative team-oriented and comfortable working in an entrepreneurial environment with evolving priorities.
• Committed to developing others while remaining willing to work hands-on alongside the team.
• Curious and adaptable with a strong interest in learning new financial concepts technologies and operating processes.
• Driven by high-quality outcomes and motivated by achieving both individual and team goals.

Additional Information:

Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

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Lincoln International is a trade name for Lincoln International Inc. and its subsidiaries and affiliates which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital LLC (United States) SEC-registered broker-dealers and a members of FINRA () and SIPC () (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom) authorized and regulated by the U.K. Financial Conduct Authority. No entity affiliated with Lincoln International LP provides banking or securities brokerage services nor is any such affiliate subject to FINMA supervision in Switzerland or similar regulatory authorities regarding such activities in other jurisdictions. Retail clients are NOT the intended recipients of our communications or services and should not act upon this communication.

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