Senior Lead Financial Analyst

Guardian Life Insurance; New York (NY); On-site; USD 140,000 - 200,000; Full time

Job summary

Guardian Life Insurance seeks a Senior Lead Financial Analyst to own the financial analytics agenda for the Client Solutions & Wealth Management areas. The role partners with PAWM and Guardian Wealth Partners to translate margin, profitability, and performance insights into capital allocation, pricing, and growth strategies.

With mastery-level expertise and minimal day-to-day oversight, you will influence decisions at senior levels, build sophisticated financial models, and mentor colleagues

Responsibilities

• Drive financial planning & analysis for the PAWM business
• Lead planning, forecasting, and management reporting P&L
• Surface key drivers and margins to inform capital allocation
• Develop business cases and ROI frameworks for investments
• Lead complex, high-visibility analytical initiatives
• Build and own budgeting, forecasting, and long-range planning models
• Communicate findings to senior leaders with clear recommendations

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