Financial Planning & Analysis Specialist

Financeroles; Radnor (Delaware County); Hybrid; USD 67,000 - 107,000; Full time

Benefits offered by this job

PTO/ parental leave

Competitive 401K and benefits

Free financial counseling

Tuition assistance

Work arrangements that work for you

Productivity/tech training

Job summary

Lincoln Financial is seeking a Financial Planning & Analysis Specialist to deliver routine and project-based FP&A work for Lincoln Financial Distributors. The role focuses on budgeting, forecasting, headcount planning, and financial insights to guide strategic investments and performance improvements.

Joining the team requires 4+ years of related experience, strong Excel and PowerPoint skills, and the ability to partner with senior leaders.

Qualifications

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 1+ Years experience in financial planning & analysis
• Strong analytical, problem-solving, and critical thinking skills with the ability to interpret financial data and communicate insights effectively
• Proficiency with Microsoft Excel and financial modeling techniques
• Strong written and verbal communication skills with the ability to partner effectively with business leaders and stakeholders
• Demonstrated proficiency with AI tools (e.g., Microsoft Copilot, Claude, or similar platforms) to support data analysis, process efficiency, financial insights, and business decision-making
• Proficiency in Microsoft PowerPoint with experience developing clear and concise presentations that communicate financial results, forecasts, strategic recommendations, and key business insights to stakeholders

Responsibilities

• Prepare, analyze, and report on financial results and key business metrics for assigned LFD business areas
• Support the annual budget, forecast, and long-range planning processes, including expense, revenue, and headcount planning
• Perform budget-to-actual, forecast-to-actual, and variance analysis to identify trends, risks, and opportunities and communicate findings to leadership
• Partner with business leaders to provide financial guidance and decision support related to operational initiatives, strategic investments, and resource planning
• Develop financial models and analyses to evaluate business opportunities, including new products, pricing strategies, sales growth initiatives, and workforce planning scenarios
• Collect, compile, and evaluate financial information to develop and deliver both standard and ad hoc financial analyses
• Assist in the preparation and maintenance of financial forecasts, management reporting, and executive presentations
• Support monthly and quarterly close activities, including reconciliations and financial performance reviews
• Communicate financial insights, trends, and emerging issues to management and recommend actions where appropriate
• Collaborate with team members and cross-functional partners to improve financial processes, reporting capabilities, and decision-making tools

Skills

Excel proficiency

Financial modeling

Analytical thinking

Communication skills

AI tools

PowerPoint proficiency

Education

Bachelor's degree or equivalent

Tools

SmartView

Hyperion

Essbase

Anaplan

Job description

Alternate Locations: Radnor, PA (Pennsylvania)

Work Arrangement:

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

Relocation assistance:is not available for this opportunity.

Requisition #:76749

The Role at a Glance

This Financial Planning & Analysis Specialist will perform and deliver on routine assignments and projects while leveraging and applying knowledge of FP&A principles to support Lincoln Financial Distributors (LFD). The individual will prepare, analyze, forecast, and report on financial information that helps business leaders make informed decisions regarding budgets, expenses, headcount planning, and business investments. This role partners with leaders across multiple business lines to provide financial insights, evaluate business performance, identify trends and variances, and support strategic and operational planning initiatives. The position also contributes to annual budgeting, forecasting, long-range planning, and ad hoc analyses that support business growth and profitability.

What you'll be doing

• Prepare, analyze, and report on financial results and key business metrics for assigned LFD business areas.
• Support the annual budget, forecast, and long-range planning processes, including expense, revenue, and headcount planning.
• Perform budget-to-actual, forecast-to-actual, and variance analysis to identify trends, risks, and opportunities and communicate findings to leadership.
• Partner with business leaders to provide financial guidance and decision support related to operational initiatives, strategic investments, and resource planning.
• Develop financial models and analyses to evaluate business opportunities, including new products, pricing strategies, sales growth initiatives, and workforce planning scenarios.
• Collect, compile, and evaluate financial information to develop and deliver both standard and ad hoc financial analyses.
• Assist in the preparation and maintenance of financial forecasts, management reporting, and executive presentations.
• Support monthly and quarterly close activities, including reconciliations and financial performance reviews.
• Communicate financial insights, trends, and emerging issues to management and recommend actions where appropriate.
• Collaborate with team members and cross-functional partners to improve financial processes, reporting capabilities, and decision-making tools.

What we’re looking for

Must-Haves

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
• 1+ Years experience in financial planning & analysis
• Strong analytical, problem-solving, and critical thinking skills with the ability to interpret financial data and communicate insights effectively.
• Proficiency with Microsoft Excel and financial modeling techniques.
• Strong written and verbal communication skills with the ability to partner effectively with business leaders and stakeholders.
• Demonstrated proficiency with AI tools (e.g., Microsoft Copilot, Claude, or similar platforms) to support data analysis, process efficiency, financial insights, and business decision-making.
• Proficiency in Microsoft PowerPoint with experience developing clear and concise presentations that communicate financial results, forecasts, strategic recommendations, and key business insights to stakeholders.

Nice-to-haves

• Experience with financial planning and reporting tools such as SmartView, Hyperion, Essbase, and/or Anaplan.
• Experience supporting budgeting, forecasting, headcount planning, and ad hoc business analysis.
• Experience presenting financial results and recommendations to business partners and leadership.

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

• 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

The pay range for this position is$66,750 - $106,800with 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.

Follow us on Facebook, X, LinkedIn,Instagram, and YouTube.For the latest company news, visit our newsroom.

Additional Information

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

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.

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