Financial Planning & Analysis ("FP&A") Manager

Lincoln International, Inc. (NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. The global enterprise is comprised of a tightly integrated team of more than 1,400 professionals in more than 30 offices in 14 countries, offering an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Connect with us to learn more at At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients. Lincoln International is committed to creating a diverse 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. Duties & Responsibilities We are seeking an FP&A Manager to serve as a strategic finance partner to executive leadership, business unit leaders, and corporate functions across the firm. This role will lead key financial planning, forecasting, performance analysis, and management reporting activities that support Lincoln's growth objectives and public company responsibilities. The FP&A Manager will help leadership understand business performance, identify risks and opportunities, and improve decision‑making through data‑driven insights and advanced analytics. The role will support executive leadership, Board reporting, quarterly earnings preparation, and other strategic initiatives. As Lincoln enters an exciting new chapter following its recent IPO and the acquisition of Cleveland-based MarshBerry, this role will help support the integration, growth, and value‑creation opportunities associated with these important milestones. This role requires periodic travel to New York and Cleveland to support collaboration with business leaders, strategic initiatives, and integration efforts. Reporting to the Director of Finance & Strategy, this role offers significant exposure to senior leadership and influence across a growing global public company. Lead the development, maintenance, and enhancement of short‑term and long‑term financial models supporting the firm's strategic and operational objectives. Manage the annual budgeting process and quarterly forecasting cycles across business units, geographies, and corporate functions. Partner with business leaders and department heads to develop operating plans, establish financial targets, and monitor performance against expectations. Consolidate global budgets and forecasts into comprehensive financial plans and executive reporting materials for senior leadership and the Board of Directors. Support quarterly earnings preparation through analysis of operating results, forecasting updates, and management reporting materials. Analyze financial results, identify key trends, risks, and opportunities, quantify potential impacts, and provide recommendations to management. Prepare variance analyses comparing actual results to budgets, forecasts, and prior periods, providing actionable recommendations to management. Develop and enhance executive reporting packages, dashboards, KPIs, and performance analytics to support effective decision‑making. Support the preparation of materials for executive leadership, the Board of Directors, and Board committees, including performance reporting, forecasts, strategic planning updates, and other financial analyses. Support external audit and regulatory reporting requirements through preparation of analyses, schedules, and supporting documentation. Identify opportunities to improve operational efficiency through automation, workflow redesign, artificial intelligence, and advanced analytics. Collaborate with Accounting, Tax, Treasury, Investor Relations, Operations, Human Resources, and other functional teams to ensure alignment of financial planning assumptions and reporting. Leadership & Business Partnership Serve as a trusted finance partner to senior leaders across the organization. Build relationships across global business units and functions to improve financial transparency and accountability. Support the implementation and enhancement of financial planning systems, reporting tools, and data infrastructure. Lead special projects and ad hoc financial analyses as requested by executive leadership. Lead, coach, mentor, and develop FP&A team, fostering technical excellence, business partnership skills, and career growth. Play a key role in the continued integration and professionalization of the firm's global finance organization, helping establish consistent planning, reporting, and talent development practices across both legacy and newly acquired business units. Qualifications Professional and Cultural Characteristics Authentic individual with high integrity, whose personal and professional values are consistent with Lincoln’s Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity). Assertive, articulate and self‑motivated, can manage multiple tasks and deadlines in a fast‑paced environment. Strong collaborator who enjoys working in an entrepreneurial environment with global constituents. Driven and ambitious professional who gains satisfaction from achieving personal and team goals. Excellent organizational skills and ability to set priorities. Experience & Qualifications 5–7+ years of experience in FP&A, corporate finance, investment banking, consulting, or a related financial discipline. Prior experience within financial services, investment banking, asset management, or professional services industries preferred. Prior experience in a publicly traded company preferred. Demonstrated experience leading budgeting, forecasting, financial modeling, and management reporting processes. Strong understanding of financial statements, business drivers, and performance measurement frameworks. Advanced financial modeling and analytical skills. Advanced proficiency in Excel and PowerPoint; experience with planning and reporting systems (e.g., Adaptive, Anaplan, Workday, Hyperion, Power BI, Tableau) preferred. Demonstrated ability to lead through organizational change, build relationships across teams, and influence stakeholders in complex or evolving organizational structures. Demonstrated interest in leveraging artificial intelligence, automation, and data analytics to improve financial planning, forecasting, and reporting processes. Bachelor’s degree in finance, accounting, economics, or a related field. CPA, CFA, MBA, or other relevant professional designations preferred. Additional Information Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. The salary for this role is $120,000–$140,000 on an annual basis. This salary is only applicable for jobs to be performed in Chicago. This job is also eligible for bonus pay. We offer a comprehensive package of benefits to eligible employees. #J-18808-Ljbffr Lincoln International