Strategic Planning Consultant supporting data analysis and strategic planning across Retail Solutions and Distribution teams at Lincoln Financial. Collaborating with stakeholders to design actionable plans that align with company objectives.
About the role
- Financial Analyst providing financial analysis reports while collaborating with various functions in the organization. Supporting budget adherence and participating in monthly financial processes.
Responsibilities
- Support the finance controllers in preparing and analyzing various revenue and expense reports.
- Participate in the monthly close process, including reviewing actual vs. forecast, reconciling expenses, communicating explanations of variances and preparing journal entries.
- Prepare monthly and quarterly reporting packages.
- Interface frequently with finance controllers /business managers to monitor monthly adherence to budgets/forecasts and understand variances.
- Assist and participate in the monthly forecast process and the AOP/Annual Operating Plan.
- Provide financial analysis to management to help make informed business decisions.
- Take responsibility for assigned areas of tasks and follow through.
- Other ad-hoc reporting and analysis as requested.
- Working with partners of the Financial Planning and Analysis, Accounting, Collections, Strategic Operations, and Business Solutions teams to develop process improvements.
Requirements
- 3+ years applicable experience and demonstrated success/knowledge
- Bachelor’s degree (or equivalent experience)
- Ability to analyze, interpret, and report key financial metrics and trends
- Ability to work and communicate professionally and effectively with all levels of the organization
- Ability to work independently or as part of a team
- Must be detailed oriented and comfortable working in a fast pace environment
- Must be proficient using Excel and PowerPoint
- Ability to learn financial/accounting software applications to query data and report financials
- Ability to take initiative, produce quality work, and meet tight deadlines.
Benefits
- Comprehensive health and wellness benefits designed to support your overall well-being.
- Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
- Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
- Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
- Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
- Comprehensive support for international relocations and permanent residency processes.
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