Analyst, Annuity Expense Analyst (Hybrid)
Lincoln Financial
Posted Monday, December 8, 2025
Posting ID: 1344810900A0
Greensboro, NC
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Alternate Locations: Greensboro, NC (North Carolina); Fort Wayne, IN (Indiana); Radnor, PA (Pennsylvania)
Work Arrangement:
Hybrid : Employee will work 3 days a week in a Lincoln office
Relocation assistance: is not available for this opportunity.
Requisition #: 75445
The Role at a Glance
The Role at a Glance
We are excited to bring on a Budget Analyst to our Annuities Expense and Budget Team. The Expense & Budget Analyst will analyze and report on expense variances across actuals, budgets, and forecasts, preparing detailed reports to help business leaders understand key drivers. The position also contributes to annual planning as well as strategic initiatives. You will have a broad set of responsibilities that will allow you to interact with many teams and leaders across the organization.
What you'll be doing
What you'll be doing:
• Identify and analyze expense variances (actuals, budget, forecast) and builds detail line analysis for variances for current month, YTD, QTD, and FY forecast
• Develop detailed expense reports and review reports with leaders so business owners can easily understand results and key drivers
• Create monthly expense accruals and other journal entries with accuracy and timeliness
• Identify and recommends process improvements that significantly reduce workloads and/or improve quality for assigned area(s)
• Serve as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects
• Provide periodic and ad-hoc reporting to team members, leaders and stakeholders
• Provide support for annual and quarterly planning
• Contribute to financial component of the strategic planning process, including creation of business case and CBA documentation and alignment of budget with approved initiatives
What we're looking for
What we're looking for
Must-haves:
• 3 - 5+ years of experience as an analyst that aligns with the responsibilities
• 4 year degree or equivalent work experience
• Demonstrate excellent organizational skills with the ability to prioritize workload and multi-task while maintaining attention to detail
• A strong work ethic who can overcome obstacles and knows how to partner with others to ensure the work gets done
• Excellent analytical and problem solving skills
Nice-to-haves:
• Experience in Financial Services, specifically Annuities
• Experience in FP&A roles
Application Deadline
Applications for this role will be accepted through December 31st, subject to earlier closure (or extension) due to applicant volume.
What's it like to work here?
At Lincoln Financial, 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:
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an 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.
Follow us on Facebook , X , LinkedIn , Instagram , and YouTube . For the latest company news, visit our newsroom .
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 fraudhotline@lfg.com 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.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Work Arrangement:
Hybrid : Employee will work 3 days a week in a Lincoln office
Relocation assistance: is not available for this opportunity.
Requisition #: 75445
The Role at a Glance
The Role at a Glance
We are excited to bring on a Budget Analyst to our Annuities Expense and Budget Team. The Expense & Budget Analyst will analyze and report on expense variances across actuals, budgets, and forecasts, preparing detailed reports to help business leaders understand key drivers. The position also contributes to annual planning as well as strategic initiatives. You will have a broad set of responsibilities that will allow you to interact with many teams and leaders across the organization.
What you'll be doing
What you'll be doing:
• Identify and analyze expense variances (actuals, budget, forecast) and builds detail line analysis for variances for current month, YTD, QTD, and FY forecast
• Develop detailed expense reports and review reports with leaders so business owners can easily understand results and key drivers
• Create monthly expense accruals and other journal entries with accuracy and timeliness
• Identify and recommends process improvements that significantly reduce workloads and/or improve quality for assigned area(s)
• Serve as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects
• Provide periodic and ad-hoc reporting to team members, leaders and stakeholders
• Provide support for annual and quarterly planning
• Contribute to financial component of the strategic planning process, including creation of business case and CBA documentation and alignment of budget with approved initiatives
What we're looking for
What we're looking for
Must-haves:
• 3 - 5+ years of experience as an analyst that aligns with the responsibilities
• 4 year degree or equivalent work experience
• Demonstrate excellent organizational skills with the ability to prioritize workload and multi-task while maintaining attention to detail
• A strong work ethic who can overcome obstacles and knows how to partner with others to ensure the work gets done
• Excellent analytical and problem solving skills
Nice-to-haves:
• Experience in Financial Services, specifically Annuities
• Experience in FP&A roles
Application Deadline
Applications for this role will be accepted through December 31st, subject to earlier closure (or extension) due to applicant volume.
What's it like to work here?
At Lincoln Financial, 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:
- 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
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an 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.
Follow us on Facebook , X , LinkedIn , Instagram , and YouTube . For the latest company news, visit our newsroom .
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 fraudhotline@lfg.com 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.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Lincoln is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications.
HybridPlanning
Sales
Budgeting
Leadership
Multitasking
Marketing
Process Improvement
Strategic Planning
Expense Reports
Prioritization
Problem Solving
Wholesaling
Organizational Skills
Forecasting
Budget Analysis
Accruals
Ad Hoc Reporting
Employee Assistance Programs
Business Case
Financial Forecasting
Financial Services
Strong Work Ethic
Overcoming Obstacles
Annuities
Social Security
Virtual Training
Fundraising
Tax Accounting
Health And Wellness Coaching
Employment Applications
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