Senior Lead Financial Analyst, Wealth Management (Hybrid)

Guardian Life; Holmdel Township (NJ); Ibrido; USD 132.000 - 218.000; Tempo pieno

Descrizione del lavoro

Guardian Life is seeking a Senior Lead Financial Analyst for its Client Solutions & Wealth Management team. This hybrid role drives planning, forecasting, and P&L insights for PAWM and GWP, shaping capital allocation, pricing, and growth decisions.

You will build ROI frameworks, run complex initiatives with cross-functional dependencies, and mentor the analytics team while partnering with senior leaders to industrialize data and AI-driven insights.

Competenze

• 7+ years of experience developing and presenting financial and business analytics, including to senior leadership.
• 7+ years analyzing financial statements and interpreting results, with mastery of the drivers behind them.
• Advanced experience with Excel and other data/analytics tools, and applying automation/AI to industrialize analysis.

Mansioni

• Lead planning, forecasting, and the P&L management reporting for PAWM; surface key drivers and trends to guide capital allocation and pricing decisions.
• Develop ROI frameworks and business cases to govern enablement and investment decisions across distribution and expense economics.
• Lead high-visibility analytical initiatives with cross-functional dependencies and defined execution strategies.
• 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.

Conoscenze

Financial analytics

Business analytics

AI/Automation in analytics

Stakeholder communication

Strumenti

Excel

SQL

Descrizione del lavoro

Guardian Life is seeking a Senior Lead Financial Analyst for its Client Solutions & Wealth Management team. This hybrid role drives planning, forecasting, and P&L insights for PAWM and GWP, shaping capital allocation, pricing, and growth decisions.

You will build ROI frameworks, run complex initiatives with cross-functional dependencies, and mentor the analytics team while partnering with senior leaders to industrialize data and AI-driven insights.