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Senior Lead Financial Analyst
Guardian Life. Drive financial planning and analysis for the PAWM business, including planning, forecasting, management-reporting P&L, driver and trend analysis, and channel economics .
About the role
Key responsibilities & impact- Drive financial planning and analysis for the PAWM business, including planning, forecasting, management-reporting P&L, driver and trend analysis, and channel economics
- Develop business cases and ROI frameworks for distribution, channel, and expense economics
- Lead complex, high-visibility analytical initiatives with notable risk and cross-functional dependencies
- Build and own financial models for budgeting, forecasting, driver-based planning, and long-range planning for PAWM/GWP
- Present complex findings and clear recommendations to senior leaders across Finance and the business
- Act as advisor, mentor, and technical authority to colleagues
- Contribute to finance strategy by industrializing data, embedding AI/automation, and shifting from reporting toward strategic partnership
Requirements
What you’ll need- 7+ years' experience developing and presenting financial and business analytics, including to senior leadership
- 7+ years' experience analyzing financial statements and interpreting results, with mastery of the drivers behind them
- Advanced experience with Excel and other data/analytics tools
- Comfort building repeatable processes over large, complex, multi-source datasets
- Fluency in applying automation and AI to industrialize analysis
- Experience with Wealth Management economics in a financial services or insurance arena preferred
- Track record of leading complex, cross-functional analytical initiatives with notable risk and influencing decisions beyond the immediate team preferred
- Experience working across multiple business areas and/or lines of business preferred
- Knowledge of concepts, processes, and datasets inherent to sales, finance, life, disability, wealth/brokerage, or distribution environments preferred
- Experience partnering with multiple stakeholders in a fast driven environment preferred
- Legally authorized to work in the United States without employer sponsorship now or in the future
Benefits
Comp & perks- Skill-building opportunities
- Leadership development
- Philanthropic opportunities
- Support and flexibility to achieve professional and personal goals
- Contemporary, supportive, flexible, and inclusive benefits and resources for full-time eligible employees
- Annual, sales, or other incentive compensation may be available