Lead Financial Analysis

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-bei