Financial Analyst
Lincoln Financial Group - Radnor, PA

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The Financial Analyst will be charged with reporting, planning, and analyzing the performance of an LFD product area. This individual will serve as the key financial point of contact for the executive business partner helping to provide the analysis necessary to service the product. It is imperative that this individual be seen as the expert with respect to the financials for their specific product space.

Perform the functions of a Financial Analyst by:
Analyzing monthly sales trends and cycles to forecast future levels and provide insight on performance versus plan and prior years Reviewing expense trends and variance analysis to provide feedback to product leads and business managers as well as relate these movements to the strategic level Determining monthly, quarterly, and yearly profitability comparing to prior years and plan while forecasting potential achievement over short and long term horizons Serving as the budget lead for your product balancing the needs of the product with the targets of the organization Having a mindset of innovation and actively seeking to improve reporting and existing processes Working with the executive business partner to: Properly align the financial outcome with the product story and strategy Incorporate holistic concepts and movements into documents and presentations Perform ad hoc analysis for product needs Support your product area by: Actively participating in stakeholder meetings and project teams Performing relevant analysis to help drive decision making and provide guidance Thinking creatively about potential solutions incorporating knowledge from prior roles, educational experiences, and current job functions Job Requirements EDUCATION and/or EXPERIENCE
Bachelors degree preferably with a major in finance, economics, or business Minimum of 3 years financial analysis or similar experience combinations TECHNICAL SKILLS
Computer skills: Microsoft Office Excel & Outlook - Intermediate level Microsoft Access - Intermediate level Business Objects or similar ERP system - Intermediate level Hyperion Essbase - Intermediate level Additional Details

Lincoln Financial Group - 21 months ago - save job - block
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About this company
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Lincoln Financial Group is a diversified financial services organization headquartered in the Philadelphia region. With $150 billion as of...