Financial Analyst
About the role
The opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” is important to you. If so, Guardian is seeking a motivated individual to join our team as a Financial Analyst.
Responsibilities
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
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
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
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
Support transformation initiatives and organizational changes
Validate department alignment and assess financial implications
Identify opportunities to streamline and improve planning processes
Partner with product teams on profitability and cost analysis
Provide expense insights tied to allocations and unit cost drivers
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
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
Requirements
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
Experience in insurance or financial services
Familiarity with Oracle Planning / Hyperion / SmartView
Experience in large, matrixed organizations
Skills
Excel (advanced beginner to intermediate)
Formulas (SUMIFS, INDEX/MATCH, basic modeling)
Data manipulation (pivot tables, lookups)
Benefits
Salary Range: $103,450.00 - $169,960.00
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.
Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment: As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers).