Senior Lead Financial Analyst

Guardian; New York (NY); Hybrid; USD 132,000 - 218,000; Full time

Benefits offered by this job

Health benefits

Job summary

Guardian is seeking a Senior Lead Financial Analyst to join our CSWM analytics team. You will own margin, profitability, and performance insights that guide capital allocation, pricing, and growth decisions for PAWM/GWP, with direct interaction to enterprise leaders.

You will develop business cases, oversee budgeting and forecasting models, and communicate complex results to senior stakeholders while mentoring others in advanced analytics and data governance.

Qualifications

• 7+ years' experience developing and presenting financial and business analytics, including to senior leadership.
• Advanced experience with Excel and other data/analytics tools, and applying automation and AI to industrialize analysis.

Responsibilities

• Drive financial planning and analysis for PAWM, leading planning, forecasting, and P&L reporting.
• Develop ROI frameworks for investments across distribution, channel, and expense economics.
• Lead high-visibility analytical initiatives with cross-functional dependencies and risk.
• Build and own models for budgeting, forecasting, and long-range planning.
• Present complex findings to senior leaders and translate results into actionable recommendations.
• Mentor colleagues and raise the analytical capability of the team.
• Contribute to the finance strategy by industrializing data and embedding AI/automation.

Skills

Financial analytics

Excel

Automation

Stakeholder communication

Mentoring

Job description

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 resolute motivated individual to join our team as a Senior Lead Financial Analyst.

Recognized as the Client Solutions & Wealth Management (CSWM) subject-matter expert in financial and business analytics, the Financial Analyst, Wealth Management sets the analytical agenda that turns Park Avenue Wealth Management (PAWM) and Guardian Wealth Partners (GWP) into decisions. Operating with mastery-level expertise and little day-to‑day oversight, this role owns the margin, profitability, and performance insight that shapes how the business allocates capital, prices and serves clients, and invests in growth. This role provides recommendations and supports business cases directly to inform decisions made by CSWM and enterprise leaders, and it contributes to the functional strategy for how Finance partners with the business.

You will:

• Drive financial planning & analysis for the PAWM business — lead planning, forecasting, and the management-reporting P&L; surface the key drivers and trends; and own the critical view of PAWM channel economics — margin at channel, client, and producer level — translating it into insight that drives capital allocation, pricing, and growth decisions.
• Develop the business cases and ROI frameworks that govern enablement and investment decisions across distribution, channel, and expense (including Clearing & Execution) economics.
• Lead complex, high-visibility analytical initiatives with notable risk and cross-functional dependencies — defining the execution strategy, not just the analysis — such as net-flow and margin insight, distribution economics, and cost-to-serve.
• Build and own the financial models behind budgeting, forecasting, driver-based planning, and long‑range planning for PAWM/GWP, setting the standard others build to.
• Convey and communicate complex findings to senior leaders — translating analysis into clear recommendations that support decision-making across Finance and the business, including through effective presentations.
• Act as advisor, mentor, and technical authority to colleagues at all levels, raising the analytical capability of the broader team.
• Contribute to the functional finance strategy for PAWM/GWP — shaping how the team industrializes data, embeds AI/automation, and shifts from reporting toward strategic partnership.

You are:

• Resourceful and relentlessly curious, you transform a conceptual analytical framework into tangible insight by understanding the relationships between data and the business rules and processes that produce it.
• Comfortable operating with minimal oversight in a complex environment, you independently locate, reconcile, and validate data, flagging and resolving issues before they become problems.
• A confident communicator who develops a deep understanding of complex topics and translates results for stakeholders in clear, non-technical terms, iterating with leadership and subject‑matter experts to rationalize and refine the value of your analysis — and to persuade when the answer is not the expected one.
• A recognized expert others seek out — you anticipate where the business is heading and bring the analysis forward before the question is asked.

You have:

Required:

• 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, and fluency in applying automation and AI to industrialize analysis.

Preferred:

• Experience with Wealth Management economics in a financial services or insurance arena.
• A track record of leading complex, cross‑functional analytical initiatives with notable risk, and of influencing decisions beyond your own team.
• Experience working across multiple business areas and/or lines of business (e.g., sales, finance, life, disability, wealth/brokerage, distribution), and demonstrated knowledge of the concepts, processes, and datasets inherent to those environments.
• Experience partnering with multiple stakeholders in a fast driven environment.

Location:

Hybrid role - 3 days in a Guardian office located in Hudson Yards, NYC; Holmdel, NJ; Bethlehem PA; Pittsfield, MA; or Boston, MA. 2 days WFH.

Salary Range:

$132,420.00 - $217,545.00

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. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits.

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 [e-mail]. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment

As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools