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Lincoln Financial

Insurance, retirement, and financial services provider

Financial Planning & Analysis Specialist

Corporate Finance & FP&AUpdated on Nov 14
Full-timeRadnor, PA, USA

About the Job

Requirements

  • A four-year or bachelor's degree, or equivalent work experience; four years of experience may substitute for the bachelor's degree.
  • At least one year of experience in financial planning and analysis.
  • Strong analytical, problem-solving, and critical-thinking skills, including the ability to interpret financial data and communicate insights effectively.
  • Proficiency with Microsoft Excel and financial modeling techniques.
  • Strong written and verbal communication skills and the ability to partner effectively with business leaders and stakeholders.
  • Demonstrated proficiency with AI tools such as Microsoft Copilot, Claude, or similar platforms to support data analysis, process efficiency, financial insights, and business decision-making.
  • Proficiency in Microsoft PowerPoint and experience developing clear, concise presentations communicating financial results, forecasts, strategic recommendations, and key business insights to stakeholders.

Responsibilities

  • Prepare, analyze, and report on financial results and key business metrics for assigned Lincoln Financial Distributors business areas.
  • Support annual budgeting, forecasting, and long-range planning, including expense, revenue, and headcount planning.
  • Perform budget-to-actual, forecast-to-actual, and variance analyses to identify trends, risks, and opportunities, and communicate findings to leadership.
  • Partner with business leaders to provide financial guidance and decision support on 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.
  • Collect, compile, and evaluate financial information to develop and deliver standard and ad hoc financial analyses.
  • Assist in preparing and maintaining financial forecasts, management reports, and executive presentations.
  • Support monthly and quarterly close activities, including reconciliations and financial performance reviews.
  • 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.

Desired Qualifications

  • Experience with 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.

About the Company

Lincoln Financial

Insurance, retirement, and financial services provider

Lincoln Financial Group offers life insurance, annuities, and retirement income products through its network of affiliated companies, and also provides securities and investment advisory services via affiliated broker-dealers. Its products combine insurance coverage or retirement-focused contracts with investment options, where customers fund premiums, choose subaccounts or riders, and receive benefits such as death benefits, living benefits, or guaranteed income in retirement. The company differentiates itself with a family of affiliated brands and distributors that coordinate life, annuity, and advisory products under one umbrella. Its goal is to help individuals and families protect loved ones, plan for retirement, and achieve financial security through integrated protection and investment solutions.

Company size
Not listed
Company stage
Not listed
Total funding
$128.8M
Headquarters
Radnor Township, Pennsylvania
Founded
1905

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