Specialist, Budget Analysis

Alternate Locations: Omaha, NE (Nebraska); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is not available for this opportunity. Requisition #: 76087 The Role at a Glance As Specialist, Budget Analysis, you will develop and execute complex projects/initiatives for their assigned area(s) including budgeting, forecasting, expense management, special initiatives support, budget guidance, and communication of financial data to key stakeholders. You will also serve as the liaison between assigned business area(s) and Finance and ensure transparency and adherence to guidelines. What you'll be doing Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, 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. Leads budget management for their assigned area(s), including, forecasting, tracking, 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. 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. What we’re looking for Must-haves 3 – 5+ Years of accounting/finance experience, including budget analysis directly related to the specific responsibilities of this role 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) Travel Amount: up to 10% Nice-to-haves Experience leveraging AI-enabled tools to create dashboards, analyze trends and generate insights Application Deadline Applications for this position will be accepted through 6/30/26 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 $55,700 - $100,200 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 Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. 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. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. 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 View email address on click.appcast.io 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 or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 View phone number on click.appcast.io. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.