Financial Analyst

Benefits

Additional Information

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 motivated individual to join our team as a Financial Analyst. Reporting to the Head of Planning & Expense Consolidation, this role plays a central position within Group FP&A, supporting consolidated expense planning, reporting, and strategic analytics across the Group Benefits organization. The Financial Analyst partners closely with Expense Management, Product, Pricing, and senior leadership to deliver actionable insights, enhance expense transparency, and support business decision-making. This role combines executive reporting, operational rigor, and forward-looking analytics to influence financial outcomes. You will Expense Planning & Leadership Support Own consolidated expense exhibits supporting the annual planning process and executive leadership reviews Develop clear, executive-ready materials highlighting key drivers, risks, and opportunities Partner with Expense Management to validate planning assumptions Strategic Expense Analytics Support enterprise-wide expense studies and benchmarking initiatives Provide detailed analytics across product, department, and account dimensions Translate complex financial data into actionable insights Strategically partner and support transformational initiatives inclusive of business case development Unit Cost & Performance Metrics Own monthly unit cost reporting, validation, and distribution Ensure timely and accurate refresh of YTD expense data Enhance visibility into cost efficiency and performance trends Product Allocations Own and maintain product allocation methodologies across Group cost centers Partner with Pricing and business leaders to support product margin targets Resolve allocation variances across Group and Corporate structures Transformation & Organizational Support Support transformation initiatives and organizational changes Validate department alignment and assess financial implications Identify opportunities to streamline and improve planning processes Product Strategy Support Partner with product teams on profitability and cost analysis Provide expense insights tied to allocations and unit cost drivers Ad Hoc & Cross-Functional Analysis Deliver targeted expense analyses for actuarial, regulatory, and leadership needs Support cost management, acquisition, and renewal analysis Respond to evolving business priorities with strong analytical support Systems & Controls Participate in UAT testing and enhancements for financial systems (e.g., Oracle) Ensure integrity, accuracy, and efficiency of expense reporting processes Support automation and modernization of FP&A workflows Technical Skills Excel (advanced beginner to intermediate) Formulas (SUMIFS, INDEX/MATCH, basic modeling) Data manipulation (pivot tables, lookups) Familiarity with financial ledger and planning tools. Ability to: Analyze variances (actual vs plan, forecast vs prior) Identify key drivers of financial performance Translate data into insights You have Required Bachelor's degree in Finance, Accounting, Economics, or related field 4+ years of FP&A, financial analysis, or expense management experience Strong analytical and financial modeling skills Advanced Excel and PowerPoint proficiency Ability to synthesize complex data into clear, executive-level insights Strong communication and collaboration skills Preferred Experience in insurance or financial services Familiarity with Oracle Planning / Hyperion / SmartView Experience with large, matrixed organizations Location/Travel Hybrid: 3 days in a Guardian office located in Hudson Yards, NYC; Holmdel NJ; Boston, MA or Bethlehem, PA. Salary Range: $103,450.00 - $169,960.00 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. Our Promise At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-Being As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be c