Lead Financial Analyst, FP Products

1 Month ago • 7 Years + • Product Management • $101,180 PA - $166,220 PA

Job Summary

Job Description

Guardian is seeking a collaborative and motivated Lead Financial Analyst to join their team. This role focuses on financial projections and detailed analysis of Financial Protection products, particularly Life Insurance. The position involves utilizing financial and business analytics to enhance understanding of business outcomes and drivers. The analyst will collaborate with various finance, actuarial, business administration, and data teams to provide strategically useful insights.
Must have:
  • Develop financial projections for Life Insurance/Financial Protection products
  • Drive monthly and quarterly analysis for leadership
  • Rationalize trends and Plan variances
  • Champion use of data to support financial results
  • Communicate results clearly to varied audiences
  • Drive automation of planning, analysis, and reporting
  • Bachelor’s degree in finance or relevant business experience
  • 7+ years of financial analysis, planning, and modeling experience
  • High degree of intellectual curiosity and enthusiasm for discovery
  • Ability to create and present compelling summaries
  • Strong collaborative skills
  • Ability to work independently and meet deadlines
Good to have:
  • Insurance industry experience
  • Experience with SmartView and Oracle Planning & Budgeting
  • Experience with data tools such as Tableau
Perks:
  • Support and flexibility for professional and personal goals
  • Skill-building opportunities
  • Leadership development opportunities
  • Philanthropic opportunities
  • Opportunities to build communities and grow career
  • Contemporary, supportive, flexible, and inclusive benefits and resources

Job Details

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 collaborative and motivated individual to join our team as a Lead Financial Analyst.

This role is responsible for financial projections and detailed analysis of the Financial Protection products, with a focus on the Life Insurance business. 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 Life Insurance/Financial Protection products
  • Drive monthly and quarterly analysis, standardized and ad hoc ‘topics of interest’ to leadership.
  • 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
  • Drive automation of planning, analysis, and reporting

You have

  • Bachelor’s degree in finance, or relevant business experience
  • Insurance industry experience strongly preferred
  • 7+ years of financial analysis, planning and modeling experience, demonstrating depth of business expertise and analytical aptitude in a complex environment.
  • 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. Experience with SmartView and Oracle Planning & Budgeting are a big plus. Experience with data tools (such as Tableau) also a plus

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 applicant_accommodation@glic.com

.

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

About Guardian

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com

.

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About The Company

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM.

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