Senior Annuity FP&A Analyst | Expense Insights

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

Benefits offered by this job

Career tracks and job levels

Leadership development

Financial counseling

Tuition assistance

Flexible work arrangements

Productivity/technology tools training

Job summary

Lincoln Financial Group in Radnor, PA is seeking a skilled analyst to drive expense variance analyses and support forecasting and budgeting for the Annuities business. You will partner with finance teams to model expenses, monitor results vs. expectations, and implement improvements across periods.

The role emphasizes collaboration, data integrity, and delivering timely financial insights. A 4-year degree is required, with 3–5+ years of experience in FP&A or related analytics, in a hybrid work

Qualifications

• 3–5+ years of experience as an analyst aligned with responsibilities.
• Strong organizational and multi-tasking abilities.
• Proven analytical and problem-solving capabilities.

Responsibilities

• Identify and analyze expense variances and build detailed analyses for current month, YTD, QTD, and FY forecast.
• Develop expense analyses around allocated expenses impacting the Annuities business line.
• Support quarterly forecasting, annual budgeting, and long-term expense planning.
• Identify process improvements to reduce workloads or improve quality.

Skills

Analytical skills

Organizational skills

Problem solving

Education

Bachelor's degree

Job description

Lincoln Financial Group in Radnor, PA is seeking a skilled analyst to drive expense variance analyses and support forecasting and budgeting for the Annuities business. You will partner with finance teams to model expenses, monitor results vs. expectations, and implement improvements across periods.

The role emphasizes collaboration, data integrity, and delivering timely financial insights. A 4-year degree is required, with 3–5+ years of experience in FP&A or related analytics, in a hybrid work