Strategic Budget & Expense Analyst

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

Benefits offered by this job

Tuition assistance program

Annual incentive program

Long-term incentives

Benefits package

Job summary

Lincoln Financial Group is seeking a finance professional to partner with business leaders on budgeting, forecasting, and expense management. The role focuses on delivering standard, complex, and ad hoc analyses to support decision making.

You will identify financial issues, provide insights, and implement automation to improve processes and efficiency across the organization. The position requires strong communication and adaptability in a changing environment.

Qualifications

• 3–5+ years of experience in expense management or finance.
• 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.
• Effective verbal and written communication skills.
• Ability to adapt quickly in a changing work environment.

Responsibilities

• Partner with business leaders to support budgeting, forecasting, expense management, five-year planning, and monthly/quarterly variance analysis.
• Collect, compile, evaluate, and analyze financial information for standard, complex, and ad hoc analyses.
• Identify financial issues and provide actionable insights to management with mitigation strategies.
• Communicate complex financial information to diverse audiences.
• Drive automation, process improvements, and enhancements to financial processes.
• Monitor trends and incorporate new solutions and best practices with management.
• Champion organizational initiatives and support change management.
• Serve as a resource to team members and stakeholders.
• Identify and recommend process improvements to reduce workload or improve quality.
• Consult/Analyze on complex assignments and projects for assigned areas.

Skills

Essbase

Hyperion

Anaplan

Excel

Business Objects

Analytical thinking

Communication skills

Adaptability

Budgeting

Forecasting

Education

Bachelor's degree

Job description

Lincoln Financial Group is seeking a finance professional to partner with business leaders on budgeting, forecasting, and expense management. The role focuses on delivering standard, complex, and ad hoc analyses to support decision making.

You will identify financial issues, provide insights, and implement automation to improve processes and efficiency across the organization. The position requires strong communication and adaptability in a changing environment.