The Lead Financial Analyst is responsible for financial projections and analysis of Individual Markets insurance and wealth management products, with earnings totaling over $1B annually. This position will use a broad range of financial and business analytics and models that elevate managerial understanding of business outcomes and drivers in ways that are strategically useful. The Lead Financial Analyst will work across the business with members of various finance, actuarial, business administration, and data teams.
You will
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Develop financial projections, including annual Plan and periodic re-forecasts, for Guardian’s Individual Markets insurance and wealth management products.
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Participate in monthly/quarterly management reporting and analysis.
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Rationalize trends and Plan variances that are insightful and strategically useful.
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Champion use of data to support and advance understanding of financial results.
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Communicate results in a clear and compelling manner to varied audiences.
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Drive automation of planning, analysis, and reporting.
You have
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Bachelor’s degree or equivalent experience in finance, or relevant business experience.
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7+ years of financial analysis, planning and modeling experience, demonstrating depth of business expertise and analytical proficiency in a complex environment. Insurance industry experience is a big plus.
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High degree of intellectual curiosity and passion for discovery; actively seeks to build breadth and depth of subject-matter-expertise.
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Ability to “know the audience”, create and present compelling summaries to broad range of audiences.
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Strong collaborative skills, proactively seeking to learn from and share with others.
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Ability to work independently and hold self-accountable for meeting deadlines, reliability of work, managing projects, and solving problems.
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Advanced knowledge of Microsoft Excel. Experience with Oracle Planning & Budgeting and Smart View are a big plus.
Location
This is a flexible position requiring 3 days per week in the office, preferably Pittsfield, Holmdel, New York, or Bethlehem with periodic travel for team meetings.
Salary Range:
$84,320.00 - $138,522.50
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our Promise
At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Top Skills
What We Do
Who we are
Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence.
Today, we stand behind 29 million consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss.
As a modern mutual insurance company, we believe in driving value beyond dividends. We invest in our colleagues and are building a progressive, innovative and inclusive culture. We uplift individuals and communities through thoughtful social and environmental programs.
What we stand for
In 1860, a community of immigrants joined together to insure and protect their businesses and families. They were guided by powerful ideals that we’ve continued to stand behind and evolved throughout the years: we do the right thing, we believe people count, we courageously shape the future together, and we go above and beyond for the people we serve.
Guardian employees embrace and live by these values every day. They remind us to put people at the heart of all we do so that we can help protect what matters most to you. Want to help bring these values to life? Join us for a rewarding career and the opportunity to shape the future.
Disclosures:
Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion. Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors.
Guardian® is a registered trademark of The Guardian Life Insurance Company of America. © Copyright 2023 The Guardian Life Insurance Company of America 2023-156184 Exp. 5/25
