Expense Mgmt & Budget Analyst

Lincoln Financial Group; Radnor, Northern (Delaware County, KY); Hybrid; USD 84,000 - 135,000; Full time

Benefits offered by this job

Tuition assistance program

Annual incentive program

Long-term incentives

Benefits package

Job summary

Lincoln Financial Group is seeking a finance professional to partner with business leaders on budgeting, forecasting, and expense management. The role focuses on delivering standard, complex, and ad hoc analyses to support decision making.

You will identify financial issues, provide insights, and implement automation to improve processes and efficiency across the organization. The position requires strong communication and adaptability in a changing environment.

Qualifications

• 3–5+ years of experience in expense management or finance.
• Bachelor's degree or equivalent work experience.
• Technical knowledge of Essbase, Hyperion, Anaplan, Excel, Business Objects.
• Strong problem-solving, process improvement, and critical thinking skills.
• Effective verbal and written communication skills.
• Ability to adapt quickly in a changing work environment.

Responsibilities

• Partner with business leaders to support budgeting, forecasting, expense management, five-year planning, and monthly/quarterly variance analysis.
• Collect, compile, evaluate, and analyze financial information for standard, complex, and ad hoc analyses.
• Identify financial issues and provide actionable insights to management with mitigation strategies.
• Communicate complex financial information to diverse audiences.
• Drive automation, process improvements, and enhancements to financial processes.
• Monitor trends and incorporate new solutions and best practices with management.
• Champion organizational initiatives and support change management.
• Serve as a resource to team members and stakeholders.
• Identify and recommend process improvements to reduce workload or improve quality.
• Consult/Analyze on complex assignments and projects for assigned areas.

Skills

Essbase

Hyperion

Anaplan

Excel

Business Objects

Analytical thinking

Communication skills

Adaptability

Budgeting

Forecasting

Education

Bachelor's degree

Job description

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

Work Arrangement:

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

Relocation assistance:is not available for this opportunity.

Requisition #:76636

The Role at a Glance

What you'll be doing

• Partnering directly with business leaders to support budgeting, forecasting, expense management, five-year planning, and monthly/quarterly variance analysis.
• Collecting, compiling, evaluating, and analyzing financial information to deliver standard, complex, and ad hoc financial analyses that support business decision-making.
• Identifying financial issues and concerns, providing actionable insights to management, and recommending mitigation strategies.
• Communicating complex financial information effectively to diverse audiences.
• Driving automation, process improvements, and enhancements to financial processes and procedures.
• Monitoring emerging trends and developments, assessing business impacts, and partnering with management to incorporate new solutions and best practices.
• Championing and enhancing organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
• Serving as a resource to team members and applicable internal/external stakeholders.
• Identifying and recommending process improvements that significantly reduce workloads or improve quality.
• Consults/Analyze on more complex assignments and/or projects for their assigned area(s) of responsibility.
• Performing and delivering on routine assignments/projects while simultaneously leveraging and applying knowledge of your assigned area(s) of responsibility.
• Communicating to management on recognized trends of issues/concerns.
• Performing other duties as required.

What we're looking for

• 3-5+ Years experience in expense mgmt. or finance directly aligned to the specific responsibilities for this position.
• Bachelor's degree or equivalent work experience
• Technical knowledge of Essbase, Hyperion, Anaplan, Excel, Business Objects
• Strong problem-solving, process improvement, and critical thinking skills, identifying the appropriate resources and tools to drive solutions.
• Effective verbal and written communication skills.
• Ability to adapt quickly in a changing work environment.

Application Deadline

Applications for this position will be accepted through November 22, 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 andleadership attributes

Leadership development and virtual training opportunities

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$84,375 - $135,000with 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.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive 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.

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 [phone].

This Employer Participates in E-Verify. See the E-Verify notices.