Legal advisor on commercial mortgage loans supporting Lincoln’s Investments Legal Team. Providing legal expertise on transactions and collaborating with business teams on compliance and strategy.
About the role
- Director of Strategic Finance with Voleon applying machine learning to finance. Leading budgeting, forecasting, and new business initiatives within the FP&A team.
Responsibilities
- Own company-wide forecasting, budgeting processes and deliverables
- Partner with senior leadership to evaluate and operationalize new business initiatives
- Prepare executive level materials summarizing business proposals, economics, and go-forward plans
- Coordinate accounting, reporting and compliance operational workflows related to growth initiatives, ensuring timely and accurate reporting and compliance
- Provide analytical and financial insights for both exploratory and executional phases of growth initiatives
- Support firm-wide strategic planning, scenario modeling, and capital allocation analyses
- Lead cross-functional initiatives to improve operating efficiencies including Management Company Finance, Fund Finance and other functional groups
Requirements
- 10+ years of experience in strategic finance, corporate development, investment banking, or FP&A in fast growing technology or services companies with complex operations
- Excellent communication and stakeholder management skills, including with legal, compliance, and executive leadership
- Strong financial modeling and forecasting capabilities
- Demonstrated ability to independently drive complex, cross-functional initiatives
- Proven knowledge of accounting and financial reporting on a GAAP and cash basis
- Strategic thinker with a commercial mindset and a high level of business judgment
- Bachelor’s degree in Finance, Economics, or related field; MBA or other advanced degree a plus
Benefits
- medical, dental and vision coverage
- life and AD&D insurance
- 20 days of paid time off
- 9 sick days
- 401(k) plan with a company match
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