Senior Lead Financial Analyst

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

Job summary

Guardian Life seeks a Senior Lead Financial Analyst to join the Client Solutions & Wealth Management function. You will own margin, profitability, and performance insights, guiding capital allocation, pricing, and growth strategies for PAWM and GWP.

You will build robust financial models, drive planning and forecasting, and present results to CSWM and enterprise leaders, elevating the team’s analytical capability and strategic partnership.

Qualifications

• Seven plus years of experience developing and presenting financial and business analytics to senior leadership.
• Experience analyzing financial statements and driving the drivers behind them.
• Advanced experience with Excel and other data/analytics tools, including automation and AI to industrialize analysis.
• Experience with Wealth Management economics or related financial services domains preferred.

Responsibilities

• Drive FP&A for PAWM: planning, forecasting, and management reporting P&L; surface key drivers and margins.
• Develop ROI frameworks for enablement and investment decisions across distribution, channel, and expense economics.
• Lead high-visibility analytical initiatives with cross-functional dependencies and defined execution strategy.
• Build and own financial models for budgeting, forecasting, driver-based planning, and long-range planning.
• Convey complex findings to senior leaders with clear, actionable recommendations.
• Mentor colleagues and raise the analytical capability of the team.

Skills

Financial analysis

Forecasting

P&L management

Data analytics

Automation/AI

Stakeholder communication

Leadership

Tools

Excel

Advanced Excel

BI tools

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.

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