Consultant, Budget Analysis

Lincoln Financial • Papillion, NE

2d • Hybrid

About The Position

As Consultant, Budget Analysis, you will develop and execute complex projects/initiatives for their assigned area(s) including budgeting, forecasting, expense management, special initiatives support, budget guidance, and communication of financial data to key stakeholders. You will also serve as the liaison between assigned business area(s) and Finance and ensure transparency and adherence to guidelines.What you'll be doing

Requirements

• 5 – 7+ Years of accounting/finance experience, including budget analysis directly related to the specific responsibilities of this role
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• Travel Amount: up to 10%

Nice To Haves

• Anaplan Experience
• Experience leveraging AI-enabled tools to create dashboards, analyze trends and generate insights

Responsibilities

• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.
• Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
• Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit. .
• Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects.
• Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability.
• Leads budget management for their assigned area(s), including, forecasting, tracking, reporting and analytics related to business activity/initiatives.
• Advises senior leaders on development of budgets and financial plans in accordance with business objectives and corporate guidelines.
• Effectively collaborates with key stakeholders to understand financial deliverables.
• Collaborates closely with financial internal stakeholders to ensure budget is accurately assigned
• Analyzes and monitors expenses on a monthly basis to identify complex expense trends and ensure accurate allocation.
• Develops detailed financial analysis, reports, and reviews so business owners can easily understand financial results and financial implications of key programs/initiatives
• Collaborates with key stakeholders to develop monthly forecast updates, advises leadership on opportunities to leverage spend for optimal results, and monitors savings commitments.
• Develops and communicates monthly expense accruals, budget variance explanations, and headcount forecast to financial internal stakeholders.
• Provides guidance to management concerning stewardship of expenditures aligned with the organization’s prioritization.
• Develops complex analytics and serves as a subject matter expert to senior management to optimize financial business requirements.
• Develops metrics to monitor cost-benefit analyses and measure performance of projects/initiatives.
• Initiates, plans, and develops process improvements for budget management.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level