Financial Analyst - Budget and Expense

Date: Apr 24, 2019

Location: Omaha, NE, US

Company: Lincoln Financial






Alternate Locations: Atlanta, GA (Georgia); Boston, MA (Massachusetts); Dover, NH (New Hampshire); Omaha, NE (Nebraska)



Relocation assistance is not available for this opportunity.


Requisition #58610


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 $253 billion in assets under management as of December 31, 2017.


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.




This Financial Analyst – Budget and Expense will 1) work directly with Group Protection functional partners to provide financial information and gain insights into expenses and budgets, 2) support the expense and budgeting piece of the annual financial planning process, 3) support monthly/quarterly expense accruals and reporting for overall Group Protection, and 4) lead and/or support various cross-functional initiatives, including those involving senior leadership.




Relationship Management and Expense Consulting

  • Builds strong working relationships and collaborates with wide range of functional stakeholders, including senior leadership, to provide guidance and consulting, address concerns, and ensure transparency and alignment
  • Prepares, analyzes and reports on complex financial information for assigned area(s) of responsibility
  • Becomes subject matter expert on current and emerging expense variances and trends for assigned functional area(s) and applies expertise to ongoing projects/initiatives
  • Develops new metrics, tools, processes, etc. which increase overall engagement and enable stakeholders to better manage expenses


Financial Analysis

  • Prepares, analyzes, and reports on expense actuals vs. plan, expense forecasts, budgets, staffing levels, unit costs, and industry trends and benchmarks
  • Analyzes and communicates to management and key stakeholders on identified risks and financial implications of changes in product or process
  • Develops and executes on effective and efficient financial reporting and expense management processes that lead to desired results and are in accordance with GAAP, STAT, and SEC requirements as well as in compliance with SOX controls (includes some expense accruals and journal entries)
  • Identifies process improvements that significantly reduce workloads and/or improve quality


Financial Planning and Special Projects

  • Plays major role in expense and budgeting portion of annual financial planning process, including liaising with assigned functions/stakeholders, creating overall budget targets and projections, and ensuring timely and accurate budget uploads
  • Champions and/or enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
  • Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects



  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
  • 3 - 5+ years of experience in financial analysis that directly aligns with the specific responsibilities for this position (Required)
  • Strong communication skills, both written and oral, and proven ability to collaborate with cross-functional stakeholders
  • High level of proficiency in Microsoft Excel
  • Experience with Hyperion/Essbase/PeopleSoft is a plus



  • Travel Type: National Domestic
  • Travel Amount: less than 5%





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: Omaha
Nearest Secondary Market: Council Bluffs

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