Senior Financial Analyst - Disability Claims

Are you an experienced financial professional looking to advance your career? The next step is here with Guardian in the role of Senior Financial Analyst - Disability Claims where you will use your knowledge and experience to resolve complex financial matters, while partnering with other professionals. If you are ready to bring your intuition for business and innovative thinking, we will bring the support and modern resources to take your career to the next level. This is an opportunity to make an impact on the lives of our clients when they need it most, we are their Guardian!

You are

An experienced financial professional who has an internal drive to evaluate complex financial issues using your critical thinking skills and can manage competing priorities while meeting deadlines. You are passionate about growing your career and confident sharing ideas to continually improve both yourself and move the organization into the future.

You will

• Work closely with Claims Examiners and Managers to support the analysis of disability claims with a financial component.
• Conduct complex routine and non-routine analysis of business and personal tax returns and financial statements associated with disability claims.
• Collaborate with internal customers including claims examiners and managers to provide accurate and reliable financial assessments for decision-making purposes.
• Perform forensic analyses of large data sets and demonstrate the ability to communicate and present your findings to different audiences.
• Prepare detailed reports and summaries of financial findings, presenting them in a clear and concise manner as part of the claims’ decision-making process.
• Develop and maintain financial models, tools, and databases to enhance analysis and reporting capabilities.
• Train non-financial staff on key financial concepts related to disability claim analysis.

You have 

• Bachelor’s degree in accounting, taxation, finance, or related education.
• Strong knowledge of Federal Tax Laws.
• Strong analytical skills, with attention to detail.
• Strong written and verbal communication skills.  
• Advanced knowledge of Microsoft Office products, including Word, Excel, and Outlook  
• Preferred - 5+ years of relevant experience in forensic accounting, tax return preparation and financial analysis.
• Preferred - CPA license or CFE certification, or eligible.

Location    

• Hybrid: 3 days WFH and 2 days in office at any Guardian office location in Pittsfield (MA), Bethlehem (PA), Holmdel (NJ), or NYC

Salary Range

$79,350.00 - $130,365.00

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