Lead Financial Analyst

Description

Job Description

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 utilize a wide 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:

• Develop financial projections, including annual Plan and periodic reforecasts, for Guardian's Individual Markets insurance and wealth management products.

• Participate in monthly/quarterly management reporting and analysis.

• Maintain subject-matter expertise critical to financial results of each business

• Rationalize trends and Plan variances that are insightful and strategically useful

• Champion use of data to support and advance understanding of financial results

• Communicate results in a clear and compelling manner to varied audiences

• Actively participate in FP&A systems initiatives

• Drive automation of planning, analysis, and reporting

Qualifications

You have

• Bachelor's Degree in finance, or relevant business experience
• 7+ years of financial analysis, planning and modeling experience, demonstrating depth of business expertise and analytical aptitude in a complex environment. Insurance industry experience is a big plus.
• High degree of intellectual curiosity and enthusiasm for discovery; actively seeks to build breadth and depth of subject-matter-expertise
• Ability to "know the audience", create and present compelling summaries to variety of audiences
• Strong collaborative skills, proactively seeking to learn from and share with others
• Ability to work independently and hold self accountable for meeting deadlines, reliability of work, managing projects, and solving problems.
• Expert knowledge of Microsoft Excel and PowerPoint. Experience with Oracle Planning & Budgeting and Smart View are a big plus

Location

• New York, Pittsfield, Bethlehem, or Holmdel

Travel

• Periodic travel for team meetings may be required.

Salary Range

$99,190.00 - $162,955.00

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.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
• Dental plan
• Vision plan
• Health care accounts - flexible spending, health reimbursement, and health savings accounts
• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage
• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)
• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health
• Wellness programs, including fitness program and equipment reimbursement
• Child, adult, and elder back-up care support through Bright Horizons
• Adoption assistance
• College planning
• Tuition reimbursement
• Student loan assistance
• Commuter benefits in select metropolitan areas

Justice, Equity, Diversity & Inclusion (J.E.D.I.)

• Employee Resource Groups that advocate for inclusion and diversity
• J.E.D.I. certification and training programs
• Matching gifts/volunteering

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].