Corporate Finance Manager at Crowe managing M&A transactions and client relationships. Leading complex projects and mentoring a finance team in a collaborative environment.
About the role
- Strategic Planning Consultant supporting data analysis and strategic planning across Retail Solutions and Distribution teams at Lincoln Financial. Collaborating with stakeholders to design actionable plans that align with company objectives.
Responsibilities
- Analyzing data to contribute to development of actionable plans that reflect the most significant strategies of each segment, including working across organizational boundaries to include distribution, service, technology & other areas.
- Gathering & analyzing data to support the creation of implementable 3-year plans that link strategy to tactics and foster growth & profitability, while ensuring business plans align with LFG's growth, financial & business objectives.
- Gathering and analyzing data pertaining to organizational issues including cultural, structural, business process or organizational alignment as they relate to strategies.
- Directly and indirectly scanning the environment, enlisting internal and external resources to identify risks and opportunities.
- Collaborating with cross-functional teams to structure, shape and provide overall direction on strategic plans.
- Analyzing data and translating findings into meaningful insights, integrating relevant business knowledge.
- Researching and gathering data necessary for conducting cost-benefit analysis for proposed opportunities.
- Researching and analyzing our space to identify business growth opportunities.
- Partnering with the business to establish metrics for objectives.
Requirements
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
- 3 - 5+ Years business analytics and/or project management experience in the financial services that directly aligns with the specific responsibilities of the position. (Required)
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
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