Financial Specialist jobs in Pennsylvania
Recently Added Financial Specialist jobs
Specialist, Financial Analysis
- Lincoln Financial
-
Radnor, PA
FULL_TIME
-
Date: Apr 5, 2024
Primary Location: Radnor, PA, US
Company: Lincoln Financial
Alternate Locations: Omaha, NE (Nebraska)
Work Arrangement:Hybrid/Common Days : Work 2-3 days a week in a Lincoln office with a designated workspace.
Relocation assistance: is not available for this opportunity.
Requisition #: 72989
The Role at a GlanceWe are excited to bring on a Specialist, Financial Analysis to our Finance team to work in our Radnor based office with hybrid and work from home flexibility.
As the retirement business continues to grow and evolve Lincoln continues to invest in the talent of its Finance team with this role. You will have a broad set of responsibilities that will allow you to interact with many teams across Lincoln. The work you will be doing will help ensure that Sr. Management has the information they need in order to properly evaluate the performance of the business. In addition, the strategic analysis you will be a part of will help provide insight than can inform and drive the strategy of our Retirement business.What you'll be doing- Reporting of key performance indicators for the retirement business including sales, terminations, and profitability metrics.
- Ensuring accuracy of sales activity and financial results.
- Assisting in the quarterly earnings messaging and communication process.
- Assisting in the forecasting process of key performance indicators such as deposits, net cash flows, revenues, and earnings.
- Performing strategic ad-hoc analysis on various projects and initiatives.
What we’re looking forMust-haves:- 1 – 3 years of experience as an analyst that aligns with the responsibilities
- 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 works gets done
- Excellent analytical and problem solving skills
- 4 year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
Nice-to-haves:- Experience in the Retirement business
- Experience in FP&A roles
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:- Clearly defined career tracks and levels 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
Pay Range: $53,500 - $92,500
Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
About The CompanyLincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.
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.
Follow us on Facebook, X, LinkedIn, and Instagram. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting ActivitiesIf 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 InformationThis 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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) 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, Veteran status, or genetic information. 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. - 18 Days Ago
Consumer loan specialist
- OneMain Financial
-
Cranberry, PA
FULL_TIME
- At OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Special...
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IRA Operations Specialist
- Ally Financial
-
Fort Washington, PA
FULL_TIME
- The IRA Operations Specialist is responsible IRA account opening, distributions and transfers and for the resolution of IRA issues and requests. An IRA Specialist assist clients with determining the a...
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Consumer loan specialist
- OneMain Financial
-
Lancaster, PA
FULL_TIME
- At OneMain , Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Spec...
- Just Posted
Consumer Loan Sales Specialist
- OneMain Financial
-
Downingtown, PA
FULL_TIME
- PUT YOUR CAREER IN MOTION AS A CONSUMER LOAN SALES SPECIALISTAt OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and afford...
- 26 Days Ago
Consumer Loan Sales Specialist
- OneMain Financial
-
Philadelphia, PA
FULL_TIME
- At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Speci...
- 29 Days Ago
Financial Specialist jobs at Popular Companies
Patient Financial Specialist-Billing
- Christus Health
-
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Financial Specialist
- MAU Workforce Solutions
-
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Financial Specialist
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-
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Financial Specialist -Grants
- Manpower
-
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Patient Financial Specialist
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-
Irving, TX
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Patient Financial Specialist - Irving
- Christus Health
-
Irving, TX
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Patient Financial Specialist - Irving
- Christus Health
-
Irving, TX
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Patient Financial Specialist - Irving
- Christus Health
-
Irving, TX
- Description Summary: Responsible for the duties and services that are of a support nature to the RCBS High Performance W...
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About Pennsylvania
Pennsylvania (/ˌpɛnsɪlˈveɪniə/ (listen) PEN-sil-VAY-nee-ə), officially the Commonwealth of Pennsylvania, is a state located in the northeastern and Mid-Atlantic regions of the United States. The Appalachian Mountains run through its middle. The Commonwealth is bordered by Delaware to the southeast, Maryland to the south, West Virginia to the southwest, Ohio to the west, Lake Erie and the Canadian province of Ontario to the northwest, New York to the north, and New Jersey to the east.
Pennsylvania is the 33rd-largest state by area, and the 6th-most populous state according to the most recent of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Specialist jobs
$43,251 to $56,660
Most Popular Cities in Pennsylvania for Financial Specialist Jobs
What does a Financial Specialist do?
Financial Specialist
Selection for this position will be based solely on merit without regard to race, color, religion, age, gender, national origin, political affiliation, disability, sexual orientation, marital or family status or other differences.
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Monitor progress of jobs throughout production, conferring with manufacturing operations on counts and final runs and ensure the final product meets customer requirements and company standards.
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Requires very good knowledge of general administrative/manufacturing operations procedures and knowledge of job specific processes to successfully execute and complete the more progressive/complex duties of the job.
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Provide individual financial coaching to clients through activities such as completing a detailed financial assessment, documenting a budget and providing strategies for budget improvements, and providing strategies for credit building.
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Reviewing, processing, and overseeing financial actions to ensure timely allocation, obligation, and recovery of Disaster Relief Funds (DRF) in accordance with Federal laws and regulations and Agency policy and procedures.
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