Financial Planning Analyst - Expense & Budget Management

Lincoln National; Radnor (Delaware County); On-site; USD 69,000 - 125,000; Full time

Job summary

An established industry player is seeking an Expense & Budget Management Analyst to join their dynamic team. In this pivotal role, you will collaborate with business partners to provide comprehensive expense and forecasting support, leveraging your expertise in lease accounting and financial analysis. Your contributions will drive process improvements and enhance the efficiency of expense management operations. This innovative firm values your unique insights and offers a supportive environment for professional growth. If you're ready to make a meaningful impact and advance your career, this opportunity is perfect for you.

Benefits

Leadership development opportunities

Tuition assistance program

PTO/parental leave

Competitive 401K

Free financial counseling

Health coaching

Employee assistance program

Flexible work arrangements

Effective productivity tools

Virtual training opportunities

Qualifications

• 3-5+ years experience in expense management or finance.
• Bachelor's degree or equivalent work experience required.
• Strong analytical and communication skills.

Responsibilities

• Provide expense and forecast support to business partners.
• Analyze and report on expense variances.
• Support process improvements through automation.

Skills

Expense Management

Financial Analysis

Problem-Solving

Process Improvement

Analytical Skills

Communication Skills

Education

Bachelor's Degree

Tools

Essbase

Hyperion

Anaplan

Excel

Business Objects

Job description

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

Work Arrangement:

Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.

Relocation assistance:is not available for this opportunity.

Requisition #:74500

The Role at a Glance

As the Expense & Budget Management Analyst you will provide expense and forecast input for your assigned segment business partner. You will utilize knowledge around lease accounting and property management. Additionally, you will prepare, analyze and report on expense variances to one of our key Segment Business Partners.

What you'll be doing

• Work directly with our business partners including but not excluded to the Enterprise Services team to provide expense and forecast support including budget, forecast and five year planning
• Provide guidance on lease accounting
• Support one of our Segment Business Partners by providing variance explanations on a monthly/quarterly basis.
• Contribute to the development of processes and procedures through automation and process improvements.
• Champions and enhances organizational initiatives by positively influencing and supporting change management for the expense management team.
• Serves as a resource to team members and segment business partners on assignments/projects for the expense management business.
• Evaluates financial information to develop and deliver more complex standard, and ad-hoc financial analysis.
• Identifies financial analysis issues/concerns and recommends mitigation solution for the expense management area.
• Collecting, compiling, and evaluating financial information to develop and deliver standard and ad-hoc financial analysis.
• Communicating to management on recognized trends of issues/concerns.
• Performing other duties as required.

What we’re looking for

Must-Haves

• 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.
• Strong analytical skills with the ability to adapt the communication of complex items to suit different audiences.
• 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 April, 31, 2025, 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

• 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$69,000 - $124,600with 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 a diverse and 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.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [e-mail] if you encounter a recruiter or see a job opportunity that seems suspicious.

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 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, Veteran 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.

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

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.