Senior Budget/Expense Analyst

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Date: Dec 9, 2023

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Radnor, PA (Pennsylvania)

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 72454

General Purpose of Job

The Senior Budget/Expense Analyst will be a member of the Budgeting and Expense Management team, focused on supporting the enterprise expenses. S/he will prepare, analyze and report on business line budgeted, forecasted and actual results and provide management with a financial perspective for his/her assigned area(s) of responsibility. This role offers high visibility working directly with Senior Leadership, and has room for growth in a dynamic team with a great culture.

What you'll be doing

•   Prepares, analyzes and presents on complex financial information for his/her assigned area(s) of responsibility.
•   Gain an understanding of and be able to perform complex expense specific responsibilities such as forecasting, variance analysis, unit costing, allocations and others.
•   Interact and communicate with Finance and Business Unit financial management, including senior management
•   Advises and provides subject matter expertise to management and applicable stakeholders on key financial analytics and expense trends.
•   Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
•   Identifies, recommends, and leads process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility
•   Maintains knowledge on current and emerging trends related to industry trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
•   Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects for their assigned area(s) of responsibility.
•   Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability of their assigned area(s) of responsibility.
•   Prepares, analyzes and reports on complex financial information for their assigned area(s) of responsibility across multiple bases of accounting (GAAP and STAT).
•   Provides management with a complex and comprehensive financial perspective, including potential mitigation solutions, for their assigned area(s) of responsibility.
•   Evaluates financial information to develop and deliver complex, standard, and ad-hoc financial analysis
•   Strong analytical skills with the ability to adapt the communication of complex items to suit different audiences.
•   Strong presentation skills, including developing powerpoint presentations, with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
•   Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention
•   Serves as a subject matter expert to team members and internal stakeholders on complex analysis of financial information.
•   Directs and/or participates in departmental or enterprise wide projects.

What we’re looking for

•   4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
•   5 – 7+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position (Required)
•   Confident and comfortable communicator with strong written and verbal communication skills.
•   Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical
•   Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches.
•   Define problems, collect data, establish facts and draw valid conclusions.
•   Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
•   High proficiency with Microsoft Excel/Microsoft Powerpoint
•   Tableau/PowerBI experience
•   Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.
•   Works with mathematical concepts such as averages and/or variances.

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for YOU:

A clearly defined career framework to help you successfully manage your career
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
Effective productivity/technology tools and training

Pay Range: $87,700 - $159,900

Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. As of December 31, 2022, approximately 16 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $299.2 billion in end-of-period account balances, net of reinsurance as of June 30, 2023. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and ranks among Newsweek’s Most Responsible Companies 2022. Dedicated to diversity, equity and inclusion, we are included on transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index. Committed to providing our employees with flexible work arrangements, we were named to FlexJobs’ list of the Top 100 Companies to Watch for Remote Jobs in 2022. With a long and rich legacy of acting ethically, telling the truth and speaking up for what is right, Lincoln was recognized as one of Ethisphere’s 2023 World’s Most Ethical Companies®.

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

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, Veteran 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.

This Employer Participates in E-Verify. See the E-Verify notices.

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