Guardian is seeking a Lead Financial Analyst to provide financial projections and detailed analysis for their Financial Protection products, specifically focusing on the Life Insurance business. The goal is to enhance managerial understanding of business outcomes and drivers through strategic financial and business analytics and models.
Requirements
- 7+ years of financial analysis, planning and modeling experience, demonstrating depth of business expertise and analytical aptitude in a complex environment.
- Expert knowledge of Microsoft Excel.
- Experience with SmartView and Oracle Planning & Budgeting are a big plus.
- Experience with data tools (such as Tableau) also a plus
Responsibilities
- Develop financial projections, including annual Plan and periodic reforecasts, for Guardian’s Life Insurance/Financial Protection products
- Drive monthly and quarterly analysis, standardized and ad hoc ‘topics of interest’ to leadership.
- Rationalize trends and Plan variances that are insightful and strategically useful
- Champion use of data to support and advance understanding of financial results
- Communicate results in a clear and compelling manner to varied audiences
- Drive automation of planning, analysis, and reporting
Other
- Bachelor’s degree in finance, or relevant business experience
- Insurance industry experience strongly preferred
- High degree of intellectual curiosity and enthusiasm for discovery; actively seeks to build breadth and depth of subject-matter-expertise
- Ability to “know the audience,” create and present compelling summaries to variety of audiences
- Strong collaborative skills, proactively seeking to learn from and share with others
- Ability to work independently and hold self-accountable for meeting deadlines, reliability of work, managing projects, and solving problems
