Specialist, Budget Analysis

Specialist, Budget Analysis

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 8/1/26 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.