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Financial Analyst
Guardian Life. Own consolidated expense exhibits supporting annual planning and executive leadership reviews .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, expense management, and data synthesis to provide actionable insights for executive leadership. Proficient in advanced Excel and financial modeling, with a strong focus on cost efficiency and performance trends.
Highest-signal resume keywords
Financial AnalysisExpense ManagementAdvanced Excel ProficiencyData SynthesisOracle Planning
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingData ManipulationVariance AnalysisCost AnalysisExpense Reporting
Soft Skills
Strong CommunicationCollaboration SkillsAnalytical Skills
Tools & Technologies
OracleHyperionSmartViewPowerPoint
Industry Keywords
InsuranceFinancial ServicesFP&ACost EfficiencyBusiness Case Development
Tech Stack
Tools & technologiesOracle
About the role
Key responsibilities & impact- Own consolidated expense exhibits supporting annual planning and executive leadership reviews
- Develop executive-ready materials highlighting key drivers, risks, and opportunities
- Partner with Expense Management to validate planning assumptions
- Support enterprise-wide expense studies and benchmarking initiatives
- Provide analytics across product, department, and account dimensions
- Translate complex financial data into actionable insights
- Support transformational initiatives, including business case development
- Own monthly unit cost reporting, validation, and distribution
- Refresh year-to-date expense data accurately and promptly
- Enhance visibility into cost efficiency and performance trends
- Maintain product allocation methodologies across Group cost centers
- Partner with Pricing and business leaders to support product margin targets
- Resolve allocation variances across Group and Corporate structures
- Support transformation initiatives and organizational changes
- Validate department alignment and assess financial implications
- Identify opportunities to streamline and improve planning processes
- Partner with product teams on profitability and cost analysis
- Provide expense insights tied to allocations and unit cost drivers
- Deliver targeted expense analyses for actuarial, regulatory, and leadership needs
- Support cost management, acquisition, and renewal analysis
- Participate in UAT testing and enhancements for financial systems such as Oracle
- Ensure integrity, accuracy, and efficiency of expense reporting processes
- Support automation and modernization of FP&A workflows
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 4+ years of FP&A, financial analysis, or expense management experience
- Strong analytical and financial modeling skills
- Advanced Excel and PowerPoint proficiency
- Ability to synthesize complex data into clear, executive-level insights
- Strong communication and collaboration skills
- Experience in insurance or financial services preferred
- Familiarity with Oracle Planning / Hyperion / SmartView preferred
- Experience with large, matrixed organizations preferred
- Advanced beginner to intermediate Excel
- Formulas including SUMIFS, INDEX/MATCH, and basic modeling
- Data manipulation using pivot tables and lookups
- Familiarity with financial ledger and planning tools
- Ability to analyze variances, identify key drivers of financial performance, and translate data into insights
- Must be legally authorized to work in the United States without current or future employer sponsorship/support
Benefits
Comp & perks- Skill-building opportunities
- Leadership development opportunities
- Philanthropic opportunities
- Contemporary, supportive, flexible, and inclusive benefits and resources
- Benefits for full-time eligible employees