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Financial Analyst – Strategy and Operations
Guardian Life. Analyze business performance, emerging risks, and strategic opportunities across Operations, Service, Claims, and Transformation .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, operational analytics, and business case development, with a strong ability to synthesize complex data into actionable insights for leadership. Proficient in advanced Excel and PowerPoint, with experience in visualization tools to support decision-making and drive efficiency improvements.
Highest-signal resume keywords
Financial AnalysisOperational AnalyticsBusiness Case DevelopmentAdvanced Excel ProficiencyStrong Communication Skills
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 AnalysisOperational AnalyticsData SynthesisVariance AnalysisCost Savings IdentificationROI CalculationPerformance ImprovementEfficiency ImprovementBusiness PlanningTrend Analysis
Soft Skills
Analytical SkillsProblem-Solving SkillsCollaboration SkillsCuriosityOwnership
Tools & Technologies
ExcelPowerPointTableauPower BI
Industry Keywords
FP&AInsuranceFinancial ServicesOperational MetricsTransformation Initiatives
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Analyze business performance, emerging risks, and strategic opportunities across Operations, Service, Claims, and Transformation
- Support senior leadership decision-making through targeted financial analysis, business planning, and operational insights
- Evaluate unit cost trends and underlying business drivers to identify efficiency and performance improvement opportunities
- Communicate financial implications, trade-offs, and risks through clear recommendations
- Build and maintain business cases for Claims and Service initiatives, including investments, transformation efforts, and operating model changes
- Quantify financial impact, including cost savings, productivity improvements, ROI, payback period, and other value drivers
- Track results against business case commitments and identify variances, risks, dependencies, and financial implications
- Partner with business leaders to monitor value capture and ensure benefits are realized and sustained
- Identify opportunities to improve efficiency, reduce cost leakage, and enhance financial outcomes across Operations, Claims, and Service
- Develop executive-ready materials highlighting key insights, trends, risks, and opportunities
- Translate complex financial and operational information into clear, actionable insights for leadership
- Identify emerging trends in claims experience, service demand, and cost performance
- Partner with Operations, Service, Claims, Transformation, Actuarial, Product, and FP&A teams to align financial insights with operational priorities
- Support assigned initiatives with financial guidance, decision support, and targeted analysis
- Influence outcomes through data-driven recommendations and thoughtful analysis
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, Actuarial Science, or related field
- 4+ years of FP&A, financial analysis, or operational analytics experience
- Strong analytical and problem-solving skills with ability to connect financial and operational data
- Advanced Excel and PowerPoint proficiency
- Ability to synthesize complex data into clear, actionable insights
- Strong communication and collaboration skills across functions
- Legally authorized to work in the United States without employer sponsorship now or in the future
- Preferred: Experience in insurance or financial services
- Preferred: Familiarity with operational metrics such as unit cost, productivity, volume, complexity, and claims drivers
- Preferred: Experience supporting transformation initiatives, value capture, or business case development
- Preferred: Experience with Tableau, Power BI, or similar visualization tools
- Ability to analyze variances across actuals, plan, forecast, and prior periods
- Ability to identify key drivers of financial and operational performance
- Ability to translate data into insights, recommendations, and leadership-ready narratives
- Ability to manage multiple priorities and deliver high-quality work on tight timelines
- Ability to bring curiosity, ownership, and continuous improvement to recurring reporting and analysis
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