Financial Planning & Analysis Specialist

Lincoln Financial

The Role at a Glance

This Financial Planning & Analysis Specialist will perform and deliver on routine assignments and projects while leveraging and applying knowledge of FP&A principles to support Lincoln Financial Distributors (LFD). The individual will prepare, analyze, forecast, and report on financial information that helps business leaders make informed decisions regarding budgets, expenses, headcount planning, and business investments. This role partners with leaders across multiple business lines to provide financial insights, evaluate business performance, identify trends and variances, and support strategic and operational planning initiatives. The position also contributes to annual budgeting, forecasting, long-range planning, and ad hoc analyses that support business growth and profitability.

What you'll be doing

• Prepare, analyze, and report on financial results and key business metrics for assigned LFD business areas.
• Support the annual budget, forecast, and long-range planning processes, including expense, revenue, and headcount planning.
• Perform budget-to-actual, forecast-to-actual, and variance analysis to identify trends, risks, and opportunities and communicate findings to leadership.
• Partner with business leaders to provide financial guidance and decision support related to operational initiatives, strategic investments, and resource planning.
• Develop financial models and analyses to evaluate business opportunities, including new products, pricing strategies, sales growth initiatives, and workforce planning scenarios.
• Collect, compile, and evaluate financial information to develop and deliver both standard and ad hoc financial analyses.
• Assist in the preparation and maintenance of financial forecasts, management reporting, and executive presentations.
• Support monthly and quarterly close activities, including reconciliations and financial performance reviews.
• Communicate financial insights, trends, and emerging issues to management and recommend actions where appropriate.
• Collaborate with team members and cross-functional partners to improve financial processes, reporting capabilities, and decision-making tools.

What we\u2019re looking for

Must-Haves

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
• 1+ Years experience in financial planning & analysis
• Strong analytical, problem-solving, and critical thinking skills with the ability to interpret financial data and communicate insights effectively.
• Proficiency with Microsoft Excel and financial modeling techniques.
• Strong written and verbal communication skills with the ability to partner effectively with business leaders and stakeholders.
• Demonstrated proficiency with AI tools (e.g., Microsoft Copilot, Claude, or similar platforms) to support data analysis, process efficiency, financial insights, and business decision-making.
• Proficiency in Microsoft PowerPoint with experience developing clear and concise presentations that communicate financial results, forecasts, strategic recommendations, and key business insights to stakeholders.

Nice-to-haves

• Experience with financial planning and reporting tools such as SmartView, Hyperion, Essbase, and/or Anaplan.
• Experience supporting budgeting, forecasting, headcount planning, and ad hoc business analysis.
• Experience presenting financial results and recommendations to business partners and leadership.

Whats it like to work here?

At Lincoln Financial, 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.

Whats in it for you:

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

The pay range for this position is $66,750 - $106,800 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is 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 (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for emplo