Guardian Life
Financial Analyst
Guardian Life, New York, New York, us, 10261
Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a talented and motivated individual to join our team as a Financial Analyst.
In this role, you will provide accurate and timely results along with forecast modeling to senior management ensuring Guardian makes sound financial decisions. The Financial Analyst is responsible for the modeling and analysis of various revenue and workforce metrics which are shared with senior leaders as support for the success of the business. This Analyst provides business leaders with management reports and supporting analysis to ensure their understanding of the key performance indicators of Group Insurance business, which helps improve the way they operate and align with the Group Insurance strategic priorities.
You will:
Demonstrate an understanding of business operations and how they translate to the financial documents.
Assist in modeling multi-year driver-based revenue forecast to predict the future revenues and workforce requirements of the company. This includes the collection, consolidation, and development of model assumptions.
Collaborate with cross functional teams in finance to communicate updated forecast, deadlines, and budget scenarios.
Assist in the preparation of monthly and quarterly financial reporting and analysis to help facilitate better business decisions.
Analyzes P&L, trends and tracks results against prior year, plan, and most recent forecast.
Liaison with business partners to obtain deep business understanding of variances and trends seen in business results.
Prepare and present to multiple levels of leadership, monthly and Ad-Hoc financial reports including analysis of forecast, key performance indicators and strategic initiatives.
Create financial analysis packages that provide visibility and insights into the business that enhance the value for executives and corporate finance teams.
Drive efficiencies by effectively analyzing results and communicating these results to leadership.
Simplify finance and business metrics to make comprehension easier and drives leaders to make quicker, better decisions.
Generate ideas, solutions and drive implementation for process improvement and automation.
You have:
Bachelor’s degree in finance, accounting or related field, MBA a plus or equivalent work experience.
3 plus years of financial analysis, planning, and modeling experience.
Understanding of financial strategies, techniques, and the links between strategic and financial planning.
Expert knowledge of Microsoft Excel (macros, pivot tables, look-ups, etc.) and PowerPoint.
Experience with Oracle Cloud, Hyperion Smart View, Tableau, and Alteryx is a plus.
Strong organizational skills and attention to detail.
Ability to multi-task and work in a challenging fast paced environment.
Able to build effective partnerships at multiple levels.
Possess a passion for service and excellence.
Ability to think critically, analyze, prioritize, take initiative and problem solve.
Innovative with a focus on efficiency and automation.
Ability to communicate financial information to a non-financial audience.
Strong presence with the ability to interact with leadership.
Ability to complete deadlines with accuracy and a high degree of quality.
Can clearly articulate points of view and provides compelling rationale to influence decisions.
Reporting Relationships:
This position reports to the Manager, FP&A, Group Benefits.
Location:
Hybrid role - 2 days in office, 3 days WFH in the Hudson Yards, NYC; Holmdel, NJ or Bethlehem, PA office.
Travel – 15%
Salary Range
$80,940.00 - $132,975.00
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-being and Work-Life
Emotional well-being, mental health, and work/life resources powered by Spring Health
Wellness programs, including fitness program and equipment reimbursement
Child, adult, and elder back-up care support through Bright Horizons
Adoption assistance
College planning
Tuition reimbursement
Student loan assistance
Commuter benefits in select metropolitan areas
Equity & Inclusion
Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:
Employee Resource Groups:
Colleague Connection Committees
Community Involvement Committees
A culture that encourages colleagues to bring their authentic selves to work
Voluntary self-ID
Pronunciation and phonetic spelling of names
Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com .
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
In this role, you will provide accurate and timely results along with forecast modeling to senior management ensuring Guardian makes sound financial decisions. The Financial Analyst is responsible for the modeling and analysis of various revenue and workforce metrics which are shared with senior leaders as support for the success of the business. This Analyst provides business leaders with management reports and supporting analysis to ensure their understanding of the key performance indicators of Group Insurance business, which helps improve the way they operate and align with the Group Insurance strategic priorities.
You will:
Demonstrate an understanding of business operations and how they translate to the financial documents.
Assist in modeling multi-year driver-based revenue forecast to predict the future revenues and workforce requirements of the company. This includes the collection, consolidation, and development of model assumptions.
Collaborate with cross functional teams in finance to communicate updated forecast, deadlines, and budget scenarios.
Assist in the preparation of monthly and quarterly financial reporting and analysis to help facilitate better business decisions.
Analyzes P&L, trends and tracks results against prior year, plan, and most recent forecast.
Liaison with business partners to obtain deep business understanding of variances and trends seen in business results.
Prepare and present to multiple levels of leadership, monthly and Ad-Hoc financial reports including analysis of forecast, key performance indicators and strategic initiatives.
Create financial analysis packages that provide visibility and insights into the business that enhance the value for executives and corporate finance teams.
Drive efficiencies by effectively analyzing results and communicating these results to leadership.
Simplify finance and business metrics to make comprehension easier and drives leaders to make quicker, better decisions.
Generate ideas, solutions and drive implementation for process improvement and automation.
You have:
Bachelor’s degree in finance, accounting or related field, MBA a plus or equivalent work experience.
3 plus years of financial analysis, planning, and modeling experience.
Understanding of financial strategies, techniques, and the links between strategic and financial planning.
Expert knowledge of Microsoft Excel (macros, pivot tables, look-ups, etc.) and PowerPoint.
Experience with Oracle Cloud, Hyperion Smart View, Tableau, and Alteryx is a plus.
Strong organizational skills and attention to detail.
Ability to multi-task and work in a challenging fast paced environment.
Able to build effective partnerships at multiple levels.
Possess a passion for service and excellence.
Ability to think critically, analyze, prioritize, take initiative and problem solve.
Innovative with a focus on efficiency and automation.
Ability to communicate financial information to a non-financial audience.
Strong presence with the ability to interact with leadership.
Ability to complete deadlines with accuracy and a high degree of quality.
Can clearly articulate points of view and provides compelling rationale to influence decisions.
Reporting Relationships:
This position reports to the Manager, FP&A, Group Benefits.
Location:
Hybrid role - 2 days in office, 3 days WFH in the Hudson Yards, NYC; Holmdel, NJ or Bethlehem, PA office.
Travel – 15%
Salary Range
$80,940.00 - $132,975.00
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-being and Work-Life
Emotional well-being, mental health, and work/life resources powered by Spring Health
Wellness programs, including fitness program and equipment reimbursement
Child, adult, and elder back-up care support through Bright Horizons
Adoption assistance
College planning
Tuition reimbursement
Student loan assistance
Commuter benefits in select metropolitan areas
Equity & Inclusion
Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:
Employee Resource Groups:
Colleague Connection Committees
Community Involvement Committees
A culture that encourages colleagues to bring their authentic selves to work
Voluntary self-ID
Pronunciation and phonetic spelling of names
Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com .
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .