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Lincoln Financial · 18 hours ago

Budget Analysis Specialist

Radnor, PA

Full-time

Hybrid

Entry, Mid Level

$54K/yr - $96K/yr

1+ years exp

Lincoln Financial is a company that helps people confidently plan for their financial future. The Budget Analysis Specialist will support financial and performance reporting programs, prepare operational metrics, conduct ad-hoc analyses, and manage budget evaluations to enable informed business decisions.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Supporting the development, deployment, and ongoing management of the performance reporting program that defines measures and analytics for the overall assessment of the business by sharing knowledge

Supporting the delivery of the monthly financial management program by evaluating the budget on an on-going basis and communicates status to management

Preparing assigned monthly operational metrics and analytics

Performing ad-hoc financial analysis and models that support leadership in understanding how the business is performing

Determining the financial management position of assigned budget to actual expenses and budget to actual forecast

Completing and performing analysis, calculations and recording accruals on a monthly, quarterly, and yearly basis

Preparing the assigned monthly client level financial reporting to internal LFG customers

Assisting with financial bridge from previous month to current month fiscal year forecast

Communicating with cost center owners on variances in budget to actual expenses

Serving as a budget coordinator for assigned areas of the business

Managing and delivering low complexity projects, conforming to project management standards and processes as designated by their assigned area of responsibility, including applicable change control and project management methodology

Partnering with Project Managers to gather estimates, then build and maintain the project schedule in appropriate schedule management tool

Providing resource management support by updating project resource allocations and milestones within the project schedule based on feedback from the Project Manager

Qualification

Budget analysisProject managementMS ExcelPowerPointSAP systems

Required

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

1 - 3+ Years of experience in budget analysis and Project Management that directly aligns with the specific responsibilities for this position (Required)