Budget Analyst

Date: May 16, 2019

Location: Greensboro, NC, US

Company: Lincoln Financial

Alternate Locations: Greensboro, NC (North Carolina)

Relocation assistance is not available for this opportunity.

Requisition #59534

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


The Role


The Specialist, Budget Analysis is responsible for delivering on routine assignments in the management and reporting of budgets and expenses while simultaneously leveraging and applying knowledge of business systems.



  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
  • Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of his/her assigned area(s) of responsibility.
  • Identifies and communicates to management process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility.
  • Supports the development, deployment, and ongoing management of the performance reporting program that defines measures and analytics for the overall assessment of the business by sharing knowledge
  • Supports the delivery of the monthly financial management program by evaluating the budget on an on-going basis and communicates status to management
  • Prepares assigned monthly operational metrics and analytics which includes micro and macro trending and analysis of operational functions
  • Performs ad-hoc financial analysis and models that support leadership in understanding how the business is performing
  • Determines the financial management position of assigned budget to actual expenses and budget to actual forecast
  • Completes and performs analysis, calculations and recording accruals on a monthly, quarterly, and yearly basis
  • Prepares the assigned monthly client level financial reporting to internal LFG customers
  • Assists with financial bridge from previous month to current month fiscal year forecast
  • Communicates with cost center owners on variances in budget to actual expenses
  • Serves as a budget coordinator for assigned areas of the business
  • Prepares assigned reporting of unit cost analysis


Education & Experience

  • 1 - 3+ Years of experience in financial analysis that directly aligns with the specific responsibilities for this position (Required)
  • 4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors) (Minimum Required)




Travel Information

  • Travel Type :Regional Domestic
  • Travel Amount : None or minimal


This position may be subject to Lincoln’s Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.  Applicants are evaluated on the basis of job qualifications.  If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.


Nearest Major Market: Greensboro

Job Segment: Change Management, Management