Strategic Lead Financial Analyst, Wealth Management

Guardian; New York (NY); Hybrid; USD 132.000 - 218.000; Vollzeit

Benefits dieser Stelle

Health benefits

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial analytics

Excel

Automation

Stakeholder communication

Mentoring

Jobbeschreibung

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.