Financial Planning & Analysis Specialist

Lincoln Financial • Radnor, PA

3d • $66,750 - $106,800 • Hybrid

About The Position

The Financial Planning & Analysis Specialist performs routine assignments and projects using FP&A principles to support Lincoln Financial Distributors (LFD). The role prepares, analyzes, forecasts, and reports financial information to help business leaders make informed decisions about budgets, expenses, headcount planning, and business investments. It partners with leaders across multiple business lines to provide financial insights, evaluate performance, identify trends and variances, and support strategic and operational planning. The position also contributes to annual budgeting, forecasting, long-range planning, and ad hoc analyses that support business growth and profitability.

The position is hybrid, with the employee working three days a week in a Lincoln office. Relocation assistance is not available. The listed pay range is $66,750–$106,800, with anticipated new-hire pay between the minimum and midpoint; compensation may vary based on factors including experience, education, location, and qualifications. The role may be eligible for the discretionary Annual Incentive Program and other rewards, in addition to Lincoln’s standard benefits package.

Requirements

• Bachelor’s degree or equivalent work experience; four years of experience may substitute for the degree.
• At least one year of experience in financial planning and analysis.
• Strong analytical, problem-solving, and critical-thinking skills, including the ability to interpret financial data and communicate insights effectively.
• Proficiency with Microsoft Excel and financial modeling techniques.
• Strong written and verbal communication skills and the ability to partner effectively with business leaders and stakeholders.
• Demonstrated proficiency with AI tools such as Microsoft Copilot, Claude, or similar platforms to support data analysis, process efficiency, financial insights, and business decision-making.
• Proficiency in Microsoft PowerPoint and experience developing clear, concise presentations that communicate financial results, forecasts, strategic recommendations, and key business insights to stakeholders.

Nice To Haves

• Experience with PeopleSoft and 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.

Responsibilities

• Prepare, analyze, and report financial results and key business metrics for assigned LFD business areas.
• Support annual budget, forecast, and long-range planning processes, including expense, revenue, and headcount planning.
• Perform budget-to-actual, forecast-to-actual, and variance analyses to identify trends, risks, and opportunities, and communicate findings to leadership.
• Partner with business leaders to provide financial guidance and decision support for 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.
• Support month-end and quarterly close activities, including preparing journal entries, completing account reconciliations, and reviewing financial performance.
• Research expense activity, resolve variances, and support preparation of financial statements and the LFD profit and loss statement.
• Support LFD bonus programs, including revenue-sharing and firm/advisor programs, through accruals, analysis, and financial modeling.
• 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.

Benefits

• PTO and parental leave.
• Competitive 401(k) and employee benefits.
• Free financial counseling, health coaching, and employee assistance program.
• Tuition assistance program.
• Leadership development and virtual training opportunities.
• Work arrangements that work for you.
• Productivity and technology tools and training.
• The role may be eligible for the discretionary Annual Incentive Program and other rewards, including long-term incentives and sales incentives.

What This Job Offers

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