Wealth Management FP&A Leader & Strategic Advisor

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

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