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Budget Analyst - Underwriting & New Business

Company: Lincoln National
Location: Greensboro
Posted on: November 22, 2021

Job Description:

Alternate Locations: Greensboro, NC (North Carolina); Boston, MA (Massachusetts); Fort Wayne, IN (Indiana); Hartford, CT (Connecticut)

Work Arrangement: Hybrid/Home

Relocation assistance: is not available for this opportunity.

Requisition #: 67609

What you will be doing:

As the Budget Analyst for Lincoln's Underwriting & New Business Technology team, you will process and analyze expenses, budget, and forecast for projects and deliver on more complex assignments. You will also act as a resource to the finance team and applicable internal/external stakeholders and leaders.

What you'll be doing:
--- Acts as a liaison for the 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 analyze and report on the financial impact of project change requests on project level cost benefit analysis
--- Compile and report on the global impact of cost benefit analysis across the organization
--- Coordinate monthly financial reporting and reconciliation activities within finance, IT, project leadership and employee centered operations leadership to support a single view of financials
--- Create and maintain documentation around standard operating procedures
--- Determines position of budget to actual expenses and develops financial bridge from previous month to current month fiscal year forecast
--- Ensures project managers and project leads are accurately documenting the impact of changes on a cost benefit analysis reports.
--- Identify and analyze financial variance drivers budget to forecast and builds detail line analysis for variances current month, year-to-date, and fiscal year forecast
--- Maintain repository of contractor SOWs and cost benefits analysis
--- Monitor cost center activity against budget & forecast (accruals, expenses, etc)
--- Provide periodic and ad-hoc reporting to team members, leaders and stakeholders
--- Provide support for annual and quarterly planning
--- Receive and process invoices via Ariba and Wire Transfers, and reconciles invoices against project budgets
--- Reconciliation and balancing of internal/external resource capacity & demand data

#budget #accounting #billing #payables #invoice #contract #forecast

What we are looking for:

--- 3 - 5+ Years of experience in accounting/finance directly aligned to the specific responsibilities for this role (Preferred)
--- Must have strong Excel skills and experience with pivot tables
--- Experience using data analytics and visualization tools like SAS and Tableau (Preferred)
--- Ability to analyze information and to evaluate the implications of a course of action or solution.
--- Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.
--- Define problems, collect data, establish facts and draw valid conclusions.
--- Evaluate trends in data or information provided by stakeholders.
--- Demonstrates 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 processes improvements.
--- Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
--- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
--- Strong project management skills including a critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.

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
--- Paid Time Off
--- Ten Weeks Paternal 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
--- Effective productivity/technology tools and training

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

    Hybrid/Home : Employees will work from home generally three days each week and come into a Lincoln office on a schedule their manager will help set, following any applicable in-office training period determined by their manager.

    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 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.
    ..... click apply for full job details

Keywords: Lincoln National, Greensboro , Budget Analyst - Underwriting & New Business, Professions , Greensboro, North Carolina

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