Hybrid FP&A Specialist — Budgeting & Growth Insights

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

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.