Hybrid Financial Analysis Specialist

at Lincoln Financial

• Job title: Financial Analysis Specialist
• Job type: Full Time
• Experience level: Junior
• Salary: $55,700 - $100,200 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Omaha, United States

About the role

• Specialist, Financial Analysis at Lincoln Financial preparing and analyzing complex financial information and assisting management with insights. Collaborate with financial teams to support decision-making with accurate data.

Responsibilities

• Prepare, analyze and report on more complex financial information
• Responsible for updating/maintaining financial forecasts and related modeling
• Identify and recommend process improvements that significantly reduce workloads or improve quality
• Evaluate financial information to develop and deliver more complex standard, and ad-hoc financial analysis
• Provide management with a more complex financial perspective
• Consults/Analyze on more complex assignments and/or projects
• Maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions
• Provide support to the financial analysis team in the preparation and delivery the analysis of financial information including more complex financial analysis
• Identify financial analysis issues/concerns and recommend mitigation solution(s) to management
• Champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives

Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 1 - 3+ Years experience in financial analysis and/or Retirement Plan Services
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Demonstrates the ability to use sound judgment and discretion regarding confidential information
• Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches
• Demonstrates ability to identify and recommend process improvements
• Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines

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