Specialist, Financial Analysis

Lincoln Financial • Papillion, NE

16d • Hybrid

About The Position

As a Specialist, Financial Analysis, you will prepare, analyze and report more complex financial information and provide management with a more complex financial perspective. You will consult, analyze, and deliver on more complex assignments and projects. You will also act as a resource to applicable internal and external stakeholders.What you'll be doing•    Prepare, analyze and report on more complex financial information•    Responsible for updating/maintaining financial forecasts and related modeling•    Identify and recommend process improvements that significantly reduce workloads or improve quality•    Evaluate financial information to develop and deliver more complex standard, and ad-hoc financial analysis•    Provide management with a more complex financial perspective•    Consults/Analyze on more complex assignments and/or projects•    Maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions•    Provide support to the financial analysis team in the preparation and delivery the analysis of financial information including more complex financial analysis•    Identify financial analysis issues/concerns and recommend mitigation solution(s) to management•    Champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiativesWhat we’re looking for

Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 1 - 3+ Years experience in financial analysis and/or Retirement Plan Services
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Demonstrates the ability to use sound judgment and discretion regarding confidential information
• Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches
• Demonstrates ability to identify and recommend process improvements
• Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines

Nice To Haves

• Experience with financial modeling
• Experience with Anaplan
• Experience with SQL and Dataiku
• Proficiency with Generally Accepted Accounting Principles (GAAP)
• Experience with Risk Base Capital (RBC)

Responsibilities

• Prepare, analyze and report on more complex financial information
• Responsible for updating/maintaining financial forecasts and related modeling
• Identify and recommend process improvements that significantly reduce workloads or improve quality
• Evaluate financial information to develop and deliver more complex standard, and ad-hoc financial analysis
• Provide management with a more complex financial perspective
• Consults/Analyze on more complex assignments and/or projects
• Maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions
• Provide support to the financial analysis team in the preparation and delivery the analysis of financial information including more complex financial analysis
• Identify financial analysis issues/concerns and recommend mitigation solution(s) to management
• Champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives

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: Entry Level