Lead Financial & Business Analyst - Wealth Management

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 Lead Financial Business Analyst. The Lead Financial Business Analyst for Client Solutions and Wealth Management (CSWM) leads the development of analytics and financial planning initiatives that drive actionable insights and support strategic decision-making across the CSWM business.

This role partners closely with business leaders to deliver robust financial models, forecasts, and performance analyses, ensuring the organization achieves its financial and operational objectives.

• Analyze business performance, financial results, and key metrics to identify trends, risks, and opportunities.
• Lead the creation and maintenance of financial models to support budgeting, forecasting, and strategic initiatives for CSWM.
• Proactively collaborate with subject matter experts across the business to acquire knowledge necessary to build and interpret analytics.
• Prepare analytical illustrations to be shared with CSWM leaders and business area SMEs.
• Lead the creation and maintenance of financial models to support budgeting, forecasting, and long‑range planning for CSWM.
• Continuously improve analytical processes and tools to enhance efficiency and insight generation.

• Resourceful and relentlessly curious.
• Comfortable transforming a conceptual analytical framework into tangible insights by seeing the value of relationships between data and the business rules and processes that derive and inform the data.
• Comfortable operating with minimal oversight, you independently locate, reconcile, and validate data, flagging and resolving issues before they become problems.
• You're a confident communicator who develops a deep understanding of complex topics and translates results for stakeholders in clear, non‑technical terms, iterating with leadership and subject‑matter experts to rationalize and refine the value of your analysis.

• 5+ years’ experience developing and presenting financial and business analytics.
• 5+ years’ experience analyzing financial statements and interpreting results.
• Advanced analytical aptitude, and drive to acquire knowledge/context necessary to perfect analysis.
• Experience working across multiple business areas and/or lines of business (e.g., sales, finance, life, disability), and demonstrating knowledge of the concepts, processes, and datasets inherent to those environments.
• Advanced experience with Excel and other data/analytics tools, and comfort working with large, complex datasets.

Location:

Hybrid role - 3 days in a Guardian office located in Holmdel, NJ;
Bethlehem PA;
Hudson Yards, NYC;
Pittsfield, MA; or Boston, MA. 2 days WFH.

Salary Range: $ - $. 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  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 considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification…