Lincoln Financial→
Specialist, Financial Analysis
Entry LevelHybrid
Location
Omaha, NE
Salary
$56k–$100k/yr
Experience
Not specified
Posted
1 month ago
Skills
financial analysisfinancial modelingmicrosoft office suiteanaplansqldataikugenerally accepted accounting principlesrisk based capitalrelationship managementprocess improvementsound judgmentproject management
Job Description
Summary: Lincoln Financial helps people to confidently plan for their version of a successful future. As a Specialist in Financial Analysis, you will prepare, analyze, and report complex financial information while providing management with a detailed financial perspective.
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
Required Qualifications:
- 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
Preferred Qualifications:
- 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)
Required Skills: Financial analysis
Important Skills: Financial modeling, Microsoft Office Suite, Anaplan, SQL, Dataiku, Generally Accepted Accounting Principles, Risk Based Capital
Nice-to-Have Skills: Relationship management, Process improvement, Sound judgment, Project 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
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