Budget Analysis Specialist
Lincoln Financial is a company that helps people confidently plan for their financial future. The Budget Analysis Specialist will support financial and performance reporting programs, prepare operational metrics, conduct ad-hoc analyses, and manage budget evaluations to enable informed business decisions.
Responsibilities
- Supporting the development, deployment, and ongoing management of the performance reporting program that defines measures and analytics for the overall assessment of the business by sharing knowledge
- Supporting the delivery of the monthly financial management program by evaluating the budget on an on-going basis and communicates status to management
- Preparing assigned monthly operational metrics and analytics
- Performing ad-hoc financial analysis and models that support leadership in understanding how the business is performing
- Determining the financial management position of assigned budget to actual expenses and budget to actual forecast
- Completing and performing analysis, calculations and recording accruals on a monthly, quarterly, and yearly basis
- Preparing the assigned monthly client level financial reporting to internal LFG customers
- Assisting with financial bridge from previous month to current month fiscal year forecast
- Communicating with cost center owners on variances in budget to actual expenses
- Serving as a budget coordinator for assigned areas of the business
- Managing and delivering low complexity projects, conforming to project management standards and processes as designated by their assigned area of responsibility, including applicable change control and project management methodology
- Partnering with Project Managers to gather estimates, then build and maintain the project schedule in appropriate schedule management tool
- Providing resource management support by updating project resource allocations and milestones within the project schedule based on feedback from the Project Manager
Skills
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
- 1 - 3+ Years of experience in budget analysis and Project Management that directly aligns with the specific responsibilities for this position (Required)
- Strong MS Excel and PowerPoint preferred
- Basic knowledge of SAP systems preferred (Hyperion/PeopleSoft/SAP)
Benefits
- 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
Company Overview