Financial Controlling Manager leading budgeting and financial planning processes for a finance department. Overseeing compliance, reporting, and internal controls with a team mentorship role.
About the role
- Financial Analysis Specialist supporting Private Market Funds sales forecasting and data management at Lincoln Financial. Collaborating with analysts to deliver accurate forecasting and planning outputs.
Responsibilities
- Assist Director (LFD Finance) with the generation of a monthly Private Market Funds sales forecast
- Assist the team analysts with the generation of sales forecasts for RSD (Annuities, 401(k)) & ISD (Life, MoneyGuard (LTC), and Executive Benefits)
- Run forecast scenarios through Anaplan, ensuring correct inputs and assumptions
- Support updates to forecast assumptions, trends, and variance explanations
- Assist with documentation of forecast changes and preparation of materials for Product Heads and Distribution leadership
- Support development of Private Market Funds, RSD & ISD annual and quarterly sales plans, goals, and projections
- Produce daily, weekly, and monthly sales performance reports supporting both Senior Analysts
- Maintain and distribute dashboards tracking production, pipeline, and key performance metrics across product lines
- Prepare and validate datasets used for forecasting, planning, and leadership updates
Requirements
- Bachelor’s degree in Finance, Economics, Analytics, Business, Mathematics, or related field
- 1–3 years of data or business analytics experience preferred (internships acceptable)
- Strong Excel skills including pivot tables, XLOOKUP, SUMIFS, and basic modeling
- Ability to work with large datasets across multiple systems
- High attention to detail with strong accuracy standards
- Strong communication skills with the ability to summarize insights clearly
- Curiosity and willingness to learn product fundamentals across annuities, 401k, life, LTC, and executive benefits.
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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Commercial Finance Manager driving profitability across Iberia cluster for BAT. Leading financial insights, resource allocation, and business transformation initiatives.
Commercial Finance Executive at BAT providing insights on marketing financial decisions and budget management for firm growth. Responsible for contributing to overall performance through financial analysis and partnership.
Finance and Accounting Operations Lead at Patch optimizing financial operations and driving decision - making for climate initiatives through accounting and finance strategies.
Leasing Officer responsible for developing new clients and managing lease/loan growth projects at Bank of America. Engaging in sales processes and collaborating with teams for performance improvement.
Finance Intern assisting with daily financial operations and data analysis at Gellert Global Group. Engaging in accounting support and reconciliations while developing Excel skills in a fast - paced environment.
Senior Financial Analyst providing financial modeling and analytics support for business leaders at SelectQuote. Focused on driving strategies and operational improvements within the company.
Vice President in Global Investment Banking handling client relationships and executing M&A transactions. Leading teams and mentoring junior bankers in the TMT sector.
Analista Financeiro Jr. managing administrative services for Votorantim. Involves financial reporting, payment processing, and team support activities.
Leading freight investment and portfolio activities for Transport for NSW, ensuring evidence - backed funding and stakeholder communication. Delivering on freight policy reform initiatives in the transport sector.