Lincoln Financial | Financial Planning & Analysis Specialist

The role at a glance

• The individual will prepare, analyze, forecast, and report on financial information that helps business leaders make informed decisions regarding budgets, expenses, headcount planning, and business investments.
• This role partners with leaders across multiple business lines to provide financial insights, evaluate business performance, identify trends and variances, and support strategic and operational planning initiatives.
• The position also contributes to annual budgeting, forecasting, long-range planning, and ad hoc analyses that support business growth and profitability.
• The pay range for this position is $66,750 - $106,800 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.
• 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.
• Prepare, analyze, and report on financial results and key business metrics for assigned LFD business areas.
• Support the annual budget, forecast, and long-range planning processes, including expense, revenue, and headcount planning.
• Perform budget-to-actual, forecast-to-actual, and variance analysis to identify trends, risks, and opportunities and communicate findings to leadership.
• Partner with business leaders to provide financial guidance and decision support related to operational initiatives, strategic investments, and resource planning.
• Develop financial models and analyses to evaluate business opportunities, including new products, pricing strategies, sales growth initiatives, and workforce planning scenarios.
• Support month-end and quarterly close activities, including preparing journal entries, completing account reconciliations, and reviewing financial performance.
• Research expense activity, resolve variances, and support the preparation of financial statements and the LFD profit and loss statement.
• Support LFD bonus programs, including revenue-sharing and firm/advisor programs, through accruals, analysis, and financial modeling.
• Communicate financial insights, trends, and emerging issues to management and recommend actions where appropriate.
• Collaborate with team members and cross-functional partners to improve financial processes, reporting capabilities, and decision-making tools.
• Leadership development and virtual training opportunities.
• Work arrangements that work for you.
• Follow us on Facebook, X, LinkedIn, Instagram, and YouTube.

Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required).
• Strong analytical, problem-solving, and critical thinking skills with the ability to interpret financial data and communicate insights effectively.
• Proficiency with Microsoft Excel and financial modeling techniques.
• Strong written and verbal communication skills with the ability to partner effectively with business leaders and stakeholders.
• Demonstrated proficiency with AI tools (e.g., Microsoft Copilot, Claude, or similar platforms) to support data analysis, process efficiency, financial insights, and business decision-making.
• Proficiency in Microsoft PowerPoint with experience developing clear and concise presentations that communicate financial results, forecasts, strategic recommendations, and key business insights to stakeholders.
• Experience with PeopleSoft and financial planning and reporting tools such as SmartView, Hyperion, Essbase, and/or Anaplan.
• Experience supporting budgeting, forecasting, headcount planning, and ad hoc business analysis.
• Experience presenting financial results and recommendations to business partners and leadership.
• Effective productivity/technology tools and training.

Lincoln Financial

Lincoln Financial is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Lincoln Financial Group provides resources and solutions that help empower Americans to take charge of their financial lives with confidence and optimism."

Its finance, accounts, audit and tax openings in India are mostly in Radnor, Charlotte, Omaha and Hartford.

• Industry: BFSI / Investments / Insurance