Sr. Consultant, Budget Analysis

Date: May 27, 2019

Location: Omaha, NE, US

Company: Lincoln Financial

Alternate Locations: Dover, NH (New Hampshire); Omaha, NE (Nebraska)

Relocation assistance is not available for this opportunity.

Requisition #58742

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 Sr. Consultant, Budget Analysis will develop and execute complex projects/initiatives including budgeting, forecasting, expense management, special initiatives support, budget guidance, and communication of financial data to key stakeholders. S/he will also serve as the liaison between assigned business area(s) and Finance and ensure transparency and adherence to guidelines.



  • Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.
  • Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
  • Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit.
  • Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects.
  • Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability of his/her assigned area(s) of responsibility.
  • Leads budget management for his/her assigned area(s), including, forecasting, tracking vendor bills, reporting and analytics related to business activity/initiatives.
  • Advises senior leaders on development of budgets and financial plans in accordance with business objectives and corporate guidelines.
  • Effectively collaborates with key stakeholders to understand financial deliverables.
  • Collaborates closely with financial internal stakeholders to ensure budget is accurately assigned
  • Analyzes and monitors expenses on a monthly basis to identify complex expense trends and ensure accurate allocation.
  • Develops detailed financial analysis, reports, and reviews so business owners can easily understand financial results and financial implications of key programs/initiatives
  • Collaborates with key stakeholders to develop monthly forecast updates, advises leadership on opportunities to leverage spend for optimal results, and monitors savings commitments.
  • Develops and communicates monthly expense accruals, budget variance explanations, and headcount forecast to financial internal stakeholders.
  • Provides guidance to management concerning stewardship of expenditures aligned with the organization’s prioritization.
  • Contributes to financial segment of the strategic planning process, including creation of business case and CBA documentation and alignment of budget with approved initiatives.
  • Develops complex analytics and serves as a subject matter expert to senior management to optimize financial business requirements.
  • Develops metrics to monitor cost-benefit analyses and measure performance of projects/initiatives.
  • Initiates, plans, and develops process improvements for budget management.



  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
  • 5 – 7+ Years of accounting/finance experience, including budget analysis directly related to the specific responsibilities of this role (Required)



  • Travel Type: National Domestic
  • Travel Amount: up to 25%

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

Job Segment: Strategic Planning, Marketing Consultant, Change Management, Strategy, Marketing, Management