Head of FP&A — Annuity and Wealth Management, Individual Markets

1 Month ago • All levels • $129,500 PA - $212,750 PA

Job Summary

Job Description

This position is responsible for the financial planning and analysis (FP&A) of Annuity and Wealth Management within Individual Markets. The core responsibilities involve preparing earnings projections, analyzing monthly results, and explaining variances. The role requires a deep understanding of financial economics to rationalize trends, develop insights, and communicate them effectively to various audiences. You will lead financial projections, analyze results, collaborate with subject-matter experts, and supervise an FP&A analyst. This position requires a highly analytical individual with strong communication and collaboration skills.
Must have:
  • Demonstrated ability in a financial analysis role
  • Analytical proficiency in a complex financial environment
  • Proven ability to communicate effectively
  • Proven ability to collaborate and lead workstreams

Job Details

This position is responsible for the financial planning and analysis (FP&A) of two important and fast-growing lines-of-business within Individual Markets: 1) Annuity and 2) Wealth Management (Park Avenue Securities).

The principle workstreams of the position are:

1. To prepare earnings projections for each business by planning for the individual revenue and expense components

2. To explain material variances between actual results vs. plan and prior period results

The value of the position lies in the depth of understanding of the economics in order to sufficiently:

1. Rationalize historical trends and plan variances (earnings drivers)

2. Develop and share insights with finance and business leaders

You are

  • Highly analytical and motivated to find and explain peculiar or interesting aspects of financial plans/results (insights)

  • Skilled at building analytical frameworks that intuitively illustrate insights

  • Able to articulate perspective in a clear and compelling fashion, and for a range of audiences

  • Resourceful and motivated to build collaborative relationships with other subject-matter-experts

  • Able to organize and prioritize time and effort to meet FP&A deadlines

You will

  • Lead efforts to develop financial projections and re-forecasts (typically 3 cycles/year)

  • Lead efforts to analyze monthly results and summarize key trends & plan variances

  • Collaborate directly with key subject-matter leaders (actuarial, expense, business functions, etc.) to support understanding of key trends and variances

  • Communicate results and perspective with leaders in finance (eg IM CFO) and business line heads

  • Engage in multitude of short and long-tailed analytical workstreams aimed at expanding the depth of business knowledge

  • Supervise and develop FP&A analyst

You have

  • Demonstrated ability in a financial analysis role

  • Demonstrated analytical proficiency in a sufficiently complex financial environment

  • Proven ability to communicate effectively

  • Proven ability to collaborate and lead workstreams

Location & Travel

  • The primary location for this position is (one of) New York, Holmdel, NJ, or Pittsfield, MA. The position is required to work in a Guardian office 3+ days per week

  • Limited. Occasional travel to other (non-primary) Guardian locations (2-4 times/year)

Salary Range:

$129,500.00 - $212,750.00

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. 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.

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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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