Lead Financial & Business Analyst Wealth Management

Is the opportunity to join a culture where We Do the Right Thing and We Courageously Shape Our Future Together important to you If so Guardian is seeking a resolute motivated individual to join our team as a Lead Financial Business Analyst.

The Lead Financial Business Analyst for Client Solutions and Wealth Management (CSWM) leads the development of analytics and financial planning initiatives that drive actionable insights and support strategic decision-making across the CSWM business. This role partners closely with business leaders to deliver robust financial models forecasts and performance analyses ensuring the organization achieves its financial and operational objectives.

You will:

• Analyze business performance financial results and key metrics to identify trends risks and opportunities.
• Lead the creation and maintenance of financial models to support budgeting forecasting and strategic initiatives for CSWM.
• Proactively collaborate with subject matter experts across the business to acquire knowledge necessary to build and interpret analytics.
• Prepare analytical illustrations to be shared with CSWM leaders and business area SMEs.
• Lead the creation and maintenance of financial models to support budgeting forecasting and long-range planning for CSWM.
• Continuously improve analytical processes and tools to enhance efficiency and insight generation.

• Resourceful and relentlessly curious.
• Comfortable transforming a conceptual analytical framework into tangible insights by seeing the value of relationships between data and the business rules and processes that derive and inform the data.
• Comfortable operating with minimal oversight you independently locate reconcile and validate data flagging and resolving issues before they become problems.
• Youre a confident communicator who develops a deep understanding of complex topics and translates results for stakeholders in clear non-technical terms iterating with leadership and subject-matter experts to rationalize and refine the value of your analysis.

You have:

• 5 years experience developing and presenting financial and business analytics.
• 5 years experience analyzing financial statements and interpreting results.
• Advanced analytical aptitude and drive to acquire knowledge/context necessary to perfect analysis.
• Experience working across multiple business areas and/or lines of business (e.g. sales finance life disability) and demonstrating knowledge of the concepts processes and datasets inherent to those environments.
• Advanced experience with Excel and other data/analytics tools and comfort working with large complex datasets.

Hybrid role - 3 days in a Guardian office located in Holmdel NJ; Bethlehem PA; Hudson Yards NYC; Pittsfield MA; or Boston MA. 2 days WFH.

$103450.00 - $169960.00

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 addition to salary this role may also be eligible for annual sales or other incentive compensation.

At Guardian youll 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.

As part of Guardians 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 apply to full-time eligible employees. Interns are not eligible for most Company benefits.

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 also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individuals 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 . Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian refer to the Guardian Careers site.

Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g. such as an H-1B). In order to be a successful applicant you must be legally authorized to work in the United States without the need for employer sponsorship/support now or at any time in the future.

Notice Regarding Guardians Use of Artificial Intelligence in Recruitment

As part of Guardians job application process Guardian may use artificial intelligence tools (AI Tools) to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying as specified in the listing posted on Guardians jobs website (Careers at Guardian at At Guardian we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian you will have the choice of opting out of Guardians use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation within ten business days of your position application you must email your request to making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardians document retention policy a copy of which you may request via .

Additionally at applicable times Guardian will make public the most recent bias audit results for such AI tools which may be found here.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

Employment Type : Full-Time

years

Vacancy: 1

Monthly Salary Salary: 103450 - 169960