Budget/Expense Analyst_

Annapolis

**Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

**Work Arrangement:**

Remote : Work at home employee residing outside of a commutable distance to an office location.

**Relocation assistance:** is not available for this opportunity.

**Requisition #:** 73285

**General Purpose of Job**

This position will consult/analyze and deliver on more complex assignments/projects for their assigned area(s) of Financial Analysis responsibility. They will also act as a resource to applicable internal/external stakeholders. They will prepare, analyze and report more complex financial information and provide management with a more complex financial perspective for their assigned area(s) of responsibility

**What you'll be doing**

• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.

• Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

• Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for their assigned area(s) of responsibility.

• Identifies and recommends process improvements that significantly reduce workloads or improve quality for their assigned area(s) of responsibility.

• Consults/Analyze on more complex assignments and/or projects for their assigned area(s) of responsibility.

• Prepares, analyzes, and reports on more complex financial information for their assigned area(s) of responsibility.

• Provides management with a more complex financial perspective for their assigned area(s) of responsibility.

• Evaluates financial information to develop and deliver more complex standard, and ad-hoc financial analysis.

• Provides support to the financial analysis team in the preparation and delivery the analysis of financial information including more complex financial analysis for their assigned area(s) of responsibility.

• Identifies financial analysis issues/concerns and recommends mitigation solution(s) to management.

• Collecting, compiling, and evaluating financial information to develop and deliver standard and ad-hoc financial analysis.

• Communicating to management on recognized trends of issues/concerns.

• Evaluates financial information to develop and deliver complex, standard, and ad-hoc financial analysis.

• Strong analytical skills with the ability to adapt the communication of complex items to suit different audiences.

• Performing and delivering on routine assignments/projects while simultaneously leveraging and applying knowledge of your assigned area(s) of responsibility.

• Performing other duties as required.

**What we’re looking for**

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)

• 3 - 5+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position (Required)

• Confident and comfortable communicator with strong written and verbal communication skills.

• Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed, and logical.

• Demonstrated strong relationship management skills with internal clients (e.g. management, peers, and colleagues); proven ability to develop collaborative approaches.

• Define problems, collect data, establish facts, and draw valid conclusions.

• High proficiency with Microsoft Excel/Microsoft PowerPoint

• Tableau/PowerBI experience

• Prior experience in insurance/financial services preferred but not required.

**What’s it like to work here?**

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

**What’s in it for you:**

+ Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.

+ Leadership development and virtual training opportunities

+ PTO/parental leave

+ Competitive 401K and employee benefits (fg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

+ Free financial counseling, health coaching and employee assistance program

+ Tuition assistance program

+ A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

+ Effective productivity/technology tools and training

**Pay Range:** $67,000 - $120,700

Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

**About The Company**

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

Lincoln is committed to creating a diverse and inclusive (fg.com/public/aboutus/companyoverview/diversityinclusion?audience\_page\_id=1422918942386) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook (acebook.com/lincolnfinancialgroup) , X (witter.com/lincolnfingroup) , LinkedIn (inkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (nstagram.com/lincolnfingroup/) . For the latest company news, visit our newsroom (incolnfinancial.com/public/aboutus/newsroom) .

**Be Aware of Fraudulent Recruiting Activities**

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.

**Additional Information**

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify (-verify.gov) notices.

Este Empleador Participa en E-Verify. Ver el E-Verify (-verify.gov/es) avisos.

Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.