Hybrid Budget Strategy Consultant

Lincoln Financial Group; Omaha (NE); Hybrid; USD 96,900 - 176,200; Full time

Benefits offered by this job

Career tracks and job levels

Virtual training opportunities

Financial counseling and EAP

Job summary

Lincoln Financial Group is seeking a seasoned budget analyst to lead budgeting, forecasting, and expense management. You will analyze monthly results, advise senior leaders, and translate complex data into actionable insights for business owners.

Collaboration with finance partners and cross-functional teams is essential. The role emphasizes proactive cost control, scenario planning, and presenting clear financial narratives to executives.

Qualifications

• 5–7+ years in accounting, finance, or financial analysis focused on budget and expense management.
• Bachelor’s degree or 4 years equivalent work experience.
• Strong analytical skills to define problems, collect data, and draw conclusions.
• Proficiency in Excel and PowerPoint for clear financial presentations.
• Effective written, verbal, and presentation skills; capable of influencing leaders.
• Proven ability to manage internal client relationships with senior stakeholders.
• Experience applying variances, averages, ratios, statistics, and modeling to business solutions.
• Willingness to travel up to 10%.

Responsibilities

• Lead budget management for assigned areas, including budgeting and forecasting.
• Analyze monthly financial results, trends, and headcount forecasts.
• Advise senior leaders on budget development and stewardship of expenditures.
• Develop detailed analyses translating data into actionable insights for leadership.
• Collaborate with Finance partners to ensure accurate allocations and reporting.
• Monitor expenses monthly to identify trends, risks, and savings opportunities.
• Provide monthly forecast updates and guidance on spend optimization.
• Offer strategic financial guidance on complex assignments and initiatives.
• Develop metrics and cost-benefit analyses to support decisions.
• Drive process improvements to enhance efficiency and transparency.

Skills

Budget analysis

Forecasting

Expense management

Advanced Excel

PowerPoint

Communication

Relationship management

Travel willingness

Education

Bachelor’s degree

Tools

Tableau

Power BI

Job description

Lincoln Financial Group is seeking a seasoned budget analyst to lead budgeting, forecasting, and expense management. You will analyze monthly results, advise senior leaders, and translate complex data into actionable insights for business owners.

Collaboration with finance partners and cross-functional teams is essential. The role emphasizes proactive cost control, scenario planning, and presenting clear financial narratives to executives.