Financial Planning & Analysis Specialist

Alternate Locations: Radnor, PA (Pennsylvania)     Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office   Relocation assistance:   is not available for this opportunity.   Requisition #:  76749   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’re 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.   What’s 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