Financial Planning & Analysis ("FP&A") Manager

Duties & Responsibilities:

We are seeking an FP&A Manager to serve as a strategic finance partner to executive leadership, business unit leaders, and corporate functions across the firm. This role will lead key financial planning, forecasting, performance analysis, and management reporting activities that support Lincoln's growth objectives and public company responsibilities. The FP&A Manager will help leadership understand business performance, identify risks and opportunities, and improve decision-making through data-driven insights and advanced analytics. The role will support executive leadership, Board reporting, quarterly earnings preparation, and other strategic initiatives. As Lincoln enters an exciting new chapter following its recent IPO and the acquisition of Cleveland-based MarshBerry, this role will help support the integration, growth, and value creation opportunities associated with these important milestones. This role requires periodic travel to New York and Cleveland to support collaboration with business leaders, strategic initiatives, and integration efforts. Reporting to the Director of Finance & Strategy, this role offers significant exposure to senior leadership and influence across a growing global public company.

Financial Planning & Analysis:

• Lead the development, maintenance, and enhancement of short-term and long-term financial models supporting the firm's strategic and operational objectives.
• Manage the annual budgeting process and quarterly forecasting cycles across business units, geographies, and corporate functions.
• Partner with business leaders and department heads to develop operating plans, establish financial targets, and monitor performance against expectations.
• Consolidate global budgets and forecasts into comprehensive financial plans and executive reporting materials for senior leadership and the Board of Directors.
• Support quarterly earnings preparation through analysis of operating results, forecasting updates, and management reporting materials.
• Analyze financial results, identify key trends, risks, and opportunities, quantify potential impacts, and provide recommendations to management.
• Prepare variance analyses comparing actual results to budgets, forecasts, and prior periods, providing actionable recommendations to management.
• Develop and enhance executive reporting packages, dashboards, KPIs, and performance analytics to support effective decision-making.
• Support the preparation of materials for executive leadership, the Board of Directors, and Board committees, including performance reporting, forecasts, strategic planning updates, and other financial analyses.
• Support external audit and regulatory reporting requirements through preparation of analyses, schedules, and supporting documentation.
• Identify opportunities to improve operational efficiency through automation, workflow redesign, artificial intelligence, and advanced analytics.
• Collaborate with Accounting, Tax, Treasury, Investor Relations, Operations, Human Resources, and other functional teams to ensure alignment of financial planning assumptions and reporting.

Leadership & Business Partnership:

• Serve as a trusted finance partner to senior leaders across the organization.
• Build relationships across global business units and functions to improve financial transparency and accountability.
• Support the implementation and enhancement of financial planning systems, reporting tools, and data infrastructure.
• Lead special projects and ad hoc financial analyses as requested by executive leadership.
• Lead, coach, mentor, and develop FP&A team, fostering technical excellence, business partnership skills, and career growth.
• Play a key role in the continued integration and professionalization of the firm's global finance organization, helping establish consistent planning, reporting, and talent development practices across both legacy and newly acquired business units.

Qualifications:

Professional and Cultural Characteristics:

• Authentic individual with high integrity, whose personal and professional values are consistent with Lincoln’s Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity).
• Assertive, articulate and self-motivated, can manage multiple tasks and deadlines in a fast-paced environment.
• Strong collaborator who enjoys working in an entrepreneurial environment with global constituents.
• Driven and ambitious professional who gains satisfaction from achieving personal and team goals.
• Excellent organizational skills and ability to set priorities.

Experience & Qualifications:

• 5-7+ years of experience in FP&A, corporate finance, investment banking, consulting, or a related financial discipline.
• Prior experience within financial services, investment banking, asset management, or professional services industries preferred.
• Prior experience in a publicly traded company preferred.
• Demonstrated experience leading budgeting, forecasting, financial modeling, and management reporting processes.
• Strong understanding of financial statements, business drivers, and performance measurement frameworks.
• Advanced financial modeling and analytical skills.
• Advanced proficiency in Excel and PowerPoint; experience with planning and reporting systems (e.g., Adaptive, Anaplan, Workday, Hyperion, Power BI, Tableau) preferred.
• Demonstrated ability to lead through organizational change, build relationships across teams, and influence stakeholders in complex or evolving organizational structures.
• Demonstrated interest in leveraging artificial intelligence, automation, and data analytics to improve financial planning, forecasting, and reporting processes.
• Bachelor’s degree in finance, accounting, economics, or a related field.
• CPA, CFA, MBA, or other relevant professional designations preferred.

Additional Information:

Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

The salary for this role is $120,000-$140,000 on an annual basis. This salary is only applicable for jobs to be performed in Chicago.

This job is also eligible for bonus pay.

We offer a comprehensive package of benefits to eligible employees.

You can apply for this role through LinkedIn or Lincoln’s Company Page, or through Lincoln’s Internal Jobs Board if you are a current employee.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.