Sr. Consultant, Budget Analysis

Sr. Consultant, Budget Analysis

As a Sr. Consultant, Budget Analysis, you will be a key member of the Budgeting and Expense Management team, supporting enterprise and business unit expenses. You will prepare, analyze, and communicate budgeted, forecasted, and actual financial results for your assigned areas, providing senior leadership with clear financial insights to inform decision-making. This role partners closely with business leaders and Finance, offers high visibility across the organization, and plays a critical role in ensuring transparency, accuracy, and adherence to financial guidelines.

What you'll be doing:

• Lead budget management for assigned areas, including budgeting, forecasting, expense tracking, reporting, and advanced analytics tied to business activity and initiatives.
• Prepare, analyze, and clearly communicate monthly financial results, including expense trends, variance explanations, accruals, and headcount forecasts.
• Advise senior leaders on budget development, financial planning, and stewardship of expenditures in alignment with business objectives and corporate guidelines.
• Develop detailed financial analyses and reports that translate complex financial data into clear, actionable insights for business owners and leadership.
• Collaborate closely with internal Finance partners and business stakeholders to ensure accurate budget allocation, forecasting, and reporting.
• Monitor and analyze expenses on a monthly basis to identify complex trends, risks, and opportunities to optimize spend and deliver on savings commitments.
• Partner with stakeholders to develop monthly forecast updates and advise on opportunities to leverage spend for optimal business outcomes.
• Provide subject matter expertise and strategic financial guidance on complex assignments, projects, and enterprise initiatives.
• Develop metrics and cost-benefit analyses to measure performance, track outcomes, and support decision-making for key initiatives.
• Identify, plan, and implement process improvements that enhance budget management efficiency, quality, and transparency across the team and business.
• Maintain awareness of emerging trends, tools, and best practices in budgeting, expense management, and analytics, and incorporate them into current and future solutions.
• Positively influence and support change management and enterprise initiatives through strong partnership, communication, and thought leadership.

What we're looking for:

Must-Haves:

• 5–7+ years of experience in accounting, finance, or financial analysis directly aligned with budget analysis, forecasting, and expense management.
• Bachelor's degree (or 4 years of equivalent work experience in lieu of a degree).
• Strong analytical skills with the ability to define problems, collect data, establish facts, and draw sound conclusions.
• High proficiency in Microsoft Excel and PowerPoint, with the ability to present financial information clearly and confidently.
• Confident, effective communicator with strong written, verbal, and presentation skills; able to influence at all levels of management.
• Proven relationship management skills with internal clients, including senior leaders, peers, and cross-functional partners.
• Ability to apply financial and mathematical concepts such as variances, averages, ratios, statistics, and modeling to practical business solutions.
• Willingness to travel up to 10%.

Nice-to-Haves:

• Experience with Tableau and/or Power BI.
• Experience leveraging AI-enabled tools to build dashboards, analyze trends, and generate insights.
• Background supporting enterprise-level or multi-business-line expense management initiatives.

Application Deadline: Applications for this position will be accepted through 9/15/26 subject to earlier closure due to applicant volume.

What's it like to work here?

At Lincoln Financial, 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:

Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes 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 Work arrangements that work for you Effective productivity/technology tools and training

The pay range for this position is $96,900 - $176,200 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is 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 (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an 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.