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

Lincoln International offers a strategic FP&A leadership role onsite in Chicago, with a focus on shaping financial planning, budgeting, forecasting, performance analytics, and executive reporting across the firm. The Financial Planning & Analysis Manager partners with senior leaders, supports quarterly earnings and Board materials, and contributes to integration efforts following the IPO and the MarshBerry acquisition. The position provides a comprehensive benefits package and eligibility for bonus opportunities, within a culture grounded in Excellence, Entrepreneurship, Integration, Collaboration, and Integrity.

Responsibilities

• Lead the development, maintenance, and enhancement of short-term and long-term financial models that support the firm’s strategic and operational goals.
• Manage the annual budgeting process and quarterly forecasting cycles across business units, geographies, and corporate functions.
• Partner with business leaders and department heads to create operating plans, set financial targets, and monitor performance against expectations.
• Consolidate global budgets and forecasts into comprehensive financial plans and executive 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 to identify trends, risks, and opportunities, quantify potential impacts, and provide actionable recommendations to management.
• Prepare variance analyses comparing actual results to budgets, forecasts, and prior periods, delivering recommendations to management.
• Develop and refine executive reporting packages, dashboards, KPIs, and performance analytics to support informed decision-making.
• Support materials for executive leadership, the Board, and Board committees, including performance reporting, forecasts, strategic planning updates, and related analyses.
• Assist with external audit and regulatory reporting through 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 functions to align planning assumptions and reporting.
• Serve as a trusted finance partner to senior leaders across the organization and foster cross-functional relationships to enhance financial transparency.
• 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.
• Coach and develop the FP&A team, promoting technical excellence and strong business partnership skills.
• Contribute to the ongoing integration and professionalization of the global finance organization across legacy and newly acquired units.

Requirements

• Authentic professional with high integrity aligned to Lincoln's Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity).
• Assertive, articulate, self-motivated; skilled at managing multiple tasks and deadlines in a fast-paced environment.
• Strong collaborator who thrives in an entrepreneurial, global setting.
• Driven and ambitious, with a track record of achieving personal and team goals.
• Excellent organizational skills with the ability to set and manage priorities.
• 5-7+ years of experience in FP&A, corporate finance, investment banking, consulting, or a related financial discipline.
• Prior experience in financial services, investment banking, asset management, or professional services 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 capabilities.
• Advanced proficiency in Excel and PowerPoint; experience with planning and reporting systems (Adaptive, Anaplan, Workday, Hyperion, Power BI, Tableau) preferred.
• Proven ability to lead through organizational change, build cross-team relationships, and influence stakeholders in evolving structures.
• Interest in leveraging AI, automation, and data analytics to improve planning, forecasting, and reporting processes.
• Bachelor’s degree in finance, accounting, economics, or a related field.
• CPA, CFA, MBA, or similar professional designation is preferred.

Technologies

• Excel
• PowerPoint
• Adaptive
• Anaplan
• Workday
• Hyperion
• Power BI
• Tableau

Benefits

• Comprehensive benefits package
• Bonus pay eligibility

Additional Information

This role does not sponsor employment visas now or in the future. The salary range for Chicago-based work is $120,000 to $140,000 per year. Applications can be submitted via LinkedIn, Lincoln's Company Page, or Lincoln's Internal Jobs Board for current employees.