Budget Analyst - Life & Annuity Solutions

Company: Lincoln Financial Group
Location: Fort Wayne
Posted on: November 26, 2022

Job Description:

• *Alternate Locations:** Work from Home; Atlanta, GA (Georgia); Austin, TX (Texas); Bakersfield, CA (California); Baltimore, MD (Maryland); Baton Rouge, LA (Louisiana); Birmingham, AL (Alabama); Boise, ID (Idaho); Boston, MA (Massachusetts); Buffalo, NY (New York); Canonsburg, PA (Pennsylvania); Charlotte, NC (North Carolina); Chicago, IL (Illinois); Cincinnati, OH (Ohio); Cleveland, OH (Ohio); Columbia, SC (South Carolina); Columbus, OH (Ohio); Concord, NH (New Hampshire); Dallas, TX (Texas); Deerfield Beach, FL (Florida); Denver, CO (Colorado); Detroit, MI (Michigan); Dover, NH (New Hampshire); Durham, NC (North Carolina); Edina, MN (Minnesota); Edison, NJ (New Jersey); Ellicott City, MD (Maryland); Fayetteville, SC (South Carolina); Florence, SC (South Carolina); Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Fort Worth, TX (Texas); Gainsville, FL (Florida); Glen Allen, VA (Virginia); Glendale, CA (California); Greensboro, NC (North Carolina); Greenwood Village, CO (Colorado); Hartford, CT (Connecticut); Houston, TX (Texas); Huntsville, AL (Alabama); Indianapolis, IN (Indiana); Irvine, CA (California); Jacksonville, FL (Florida); Johnson City, TN (Tennessee); Kansas City, KS (Kansas); La Jolla, CA (California); Lexington, KY (Kentucky); Los Angeles, CA (California); Louisville, KY (Kentucky); Lutherville, MD (Maryland); Madison, WI (Wisconsin); Memphis, TN (Tennessee); Miami, FL (Florida); Milwaukee, WI (Wisconsin); Minneapolis, MN (Minnesota); Nashville, TN (Tennessee); New York, NY (New York); None; Norwood, OH (Ohio); Omaha, NE (Nebraska); Orlando, FL (Florida); Palm Desert, CA (California); Paramus, NJ (New Jersey); Parsippany, NJ (New Jersey); Philadelphia, PA (Pennsylvania); Phoenix, AZ (Arizona); Pittsburgh, PA (Pennsylvania); Plano, TX (Texas); Plymouth Meeting, PA (Pennsylvania); Portland, ME (Maine); Portland, OR (Oregon); Radnor, PA (Pennsylvania); Raleigh, NC (North Carolina); Richmond, VA (Virginia); Rochester, NY (New York); Rockville, MD (Maryland); Rolling Meadows, IL (Illinois); Rye Brook, NY (New York); Sacramento, CA (California); Salt Lake City, UT (Utah); San Antonio, TX (Texas); San Diego, CA (California); San Francisco, CA (California); San Ramon, CA (California); Schaumburg, IL (Illinois); Scottsdale, AZ (Arizona); Seattle, WA (Washington); Southfield, MI (Michigan); St. Louis, MO (Missouri); Syosset, NY (New York); Tampa, FL (Florida); Toledo, OH (Ohio); Tupelo, MS (Mississippi); US All Regions; US Midwest; US Northeast; US Southeast; US Southwest; US West; Vienna, VA (Virginia); Virginia Beach, VA (Virginia); Walnut Creek, CA (California); Washington, DC (District of Columbia); Westlake Village, CA (California); White Plains, NY (New York); Windsor, CT (Connecticut); Woodmere, OH (Ohio)
• *Work Arrangement:** Work from Home
• *Relocation assistance:** : is not available for this opportunity.
• *Pay Range:** $63,100 - $137,900
• *Bonus Potential:** 5%
• *Requisition #:** 70740
• *The Role at a Glance**
  As a Budget Analyst, you will analyze expenses, budget, and forecast for projects and deliver on more complex assignments for Life and Annuity Solutions. You will also act as a resource to the finance team and applicable internal/external stakeholders and leaders. \#LI-REMOTE
  
  **What you'll be doing**
  
  
• Acts as a liaison for employee centered operations annual planning process.
• Acts as resource for vendors on resource setup and time allocation and internal finance teams on vendor invoice processing.
• Apply changes and analyze and report on the financial impact of project change request on project level cost benefit analysis
• Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
• Compiles and reports on the global impact of cost benefit analysis across the organization.
• Consults/Analyze on more complex assignments and/or projects.
• Coordinates monthly financial reporting and reconciliation activities within finance, IT finance, project leadership and employee centered operations leadership to support a single view of the financials.
• Creates and maintains documentation around standard operating procedures.
• Determines position of budget to actual expenses and develops financial bridge from previous month to current month FY forecast.
• Ensures project managers and project leads are accurately documenting the impact of changes on a cost benefit analysis.
• Identifies and recommends process improvements that significantly reduce workloads or improve quality.
• Identify and analyze financial variance drivers budget to forecast and builds detail line analysis for variances current month, YTD, and FY forecast
• Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
• Maintains repository of contractor SOWs and cost benefits analysis.
• Monitors cost center activity against budget & forecast (accruals, expenses, etc)
• Provides periodic and ad-hoc reporting to team members, leaders and stakeholders.
• Provides support for annual and quarterly planning.
• Receives and process invoices via Ariba and Wire Transfers and reconciles invoices against project budgets
• Reconciliations and balancing of internal/external resource capacity & demand data.
• Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects.
• Performs other duties as required.
  **What we're looking for:**
  
  _Must-Haves:_
  
  
• 3 - 5+ Years of experience in accounting/finance directly aligned to the specific responsibilities for this role
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• Strong Excel Skills
• Works with mathematical concepts such as averages and/or variances.
• Ability to work with others in a team environment; Demonstrates strong interpersonal skills with a collaborative style.
• Confident, comfortable communicator with strong written and verbal communication skills. Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Demonstrates ability to identify and recommend process improvements.
• Demonstrates the ability to use sound judgment and discretion regarding confidential information.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  **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:**
  
  
• A clearly defined career framework to help you successfully manage your career
• 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
• 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
  **Work Arrangement**
  
  Work from Home : Employees will work from home and are not required to work in a Lincoln office on a regular basis.
  
  **Lincoln will evaluate the following when setting the successful candidate's wage rate:**
  
  
• Prior work or industry experience.
• Education level to the extent education is relevant to the position.
• Unique skills
  **About The Company**
  
  Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes.
  
  Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.
  
  Ranked one of the Best Large Employers in America and Best Employers for Women by _Forbes_ magazine as well as one of _Newsweek's_ Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
  
  Lincoln is committed to creating a diverse and inclusive ( 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.
  
  Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook ( , Twitter ( , LinkedIn ( , and Instagram ( . Sign up for email alerts at
  
  **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 fraudhotline@lfg.com 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/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 ( notices.
  
  Este Empleador Participa en E-Verify. Ver el E-Verify ( 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.
  

Keywords: Lincoln Financial Group, Fort Wayne , Budget Analyst - Life & Annuity Solutions, Accounting, Auditing , Fort Wayne, Indiana