Senior Budget/Expense Analyst

Alternate Locations: 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 #: 72454

 

General Purpose of Job

The Senior Budget/Expense Analyst will be a member of the Budgeting and Expense Management team, focused on supporting the enterprise expenses. S/he will prepare, analyze and report on business line budgeted, forecasted and actual results and provide management with a financial perspective for his/her assigned area(s) of responsibility. This role offers high visibility working directly with Senior Leadership, and has room for growth in a dynamic team with a great culture.

What you'll be doing

•    Prepares, analyzes and presents on complex financial information for his/her assigned area(s) of responsibility.
•    Gain an understanding of and be able to perform complex expense specific responsibilities such as forecasting, variance analysis, unit costing, allocations and others.
•    Interact and communicate with Finance and Business Unit financial management, including senior management
•    Advises and provides subject matter expertise to management and applicable stakeholders on key financial analytics and expense trends.
•    Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
•    Identifies, recommends, and leads process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility
•    Maintains knowledge on current and emerging trends related to industry trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
•    Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects for their assigned area(s) of responsibility.
•    Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability of their assigned area(s) of responsibility.
•    Prepares, analyzes and reports on complex financial information for their assigned area(s) of responsibility across multiple bases of accounting (GAAP and STAT).
•    Provides management with a complex and comprehensive financial perspective, including potential mitigation solutions, for their assigned area(s) of responsibility.
•    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.
•    Strong presentation skills, including developing powerpoint presentations, with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
•    Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention
•    Serves as a subject matter expert to team members and internal stakeholders on complex analysis of financial information.
•    Directs and/or participates in departmental or enterprise wide projects.

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)
•    5 – 7+ 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. 
•    Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
•    High proficiency with Microsoft Excel/Microsoft Powerpoint
•    Tableau/PowerBI experience 
•    Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions.
•    Works with mathematical concepts such as averages and/or variances.

 

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 char