Senior Budget Analytics Consultant | Hybrid

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

Benefits offered by this job

PTO/ parental leave

Competitive 401K

Tuition assistance program

Work arrangement flexibility

Job summary

Lincoln Financial is seeking a Sr. Consultant, Budget Analysis, to lead budgeting, forecasting, and expense management for key business units.

You will prepare monthly results, explain variances, and advise senior leaders on financial planning and stewardship of expenditures. You will collaborate with Finance partners and stakeholders to ensure accurate allocations, trends analysis, and transparent reporting.

Qualifications

• 5–7+ years of experience in accounting, finance, or financial analysis aligned with budget analysis, forecasting, and expense management.
• Bachelor’s degree or 4 years of equivalent work experience in lieu of a degree.
• Strong analytical skills to define problems, collect data, establish facts, and draw conclusions.
• High proficiency in Microsoft Excel and PowerPoint to present financial information clearly.

Responsibilities

• Lead budget management for assigned areas, including budgeting, forecasting, expense tracking, reporting, and advanced analytics tied to business activities.
• Prepare, analyze, and communicate monthly financial results, including expense trends, variances, accruals, and headcount forecasts.
• Advise senior leaders on budget development, financial planning, and stewardship of expenditures.
• Develop detailed financial analyses and reports that translate complex financial data into clear insights for owners and leadership.
• Collaborate with internal Finance partners and business stakeholders to ensure accurate budget allocation, forecasting, and reporting.
• Monitor and analyze expenses monthly to identify trends, risks, and opportunities to optimize spend.
• Partner with stakeholders to develop monthly forecast updates and advise on opportunities to optimize business outcomes.
• Provide financial guidance on complex assignments and enterprise initiatives.
• Develop cost-benefit metrics to measure performance and inform decisions.
• Identify and implement process improvements for budget management efficiency and transparency.
• Stay aware of budgeting trends and best practices and apply them.

Skills

Budgeting

Forecasting

Financial analysis

Excel

PowerPoint

Communication

Stakeholder management

Travel readiness

Education

Bachelor's degree or 4 years experience

Tools

Tableau

Power BI

AI dashboards

Job description

Lincoln Financial is seeking a Sr. Consultant, Budget Analysis, to lead budgeting, forecasting, and expense management for key business units.

You will prepare monthly results, explain variances, and advise senior leaders on financial planning and stewardship of expenditures. You will collaborate with Finance partners and stakeholders to ensure accurate allocations, trends analysis, and transparent reporting.