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Guardian Life · 1 month ago

Strategic Financial Planning Analyst

New York

Full-time

Hybrid

Mid Level

$83K/yr - $136K/yr

3+ years exp

Guardian Life is seeking a motivated individual to join their team as a Strategic Financial Planning Analyst. This role will support the planning, evaluation, and execution of strategic initiatives across the organization, driving financial insight and operational alignment through budgeting, forecasting, and performance tracking.

DentalFinancial ServicesHardwareInsuranceLife Insurance

No H1B

Responsibilities

Partner with business leaders to evaluate strategic initiatives, including financial modeling, ROI analysis, and risk assessment

Support execution planning by aligning financial and operational goals with initiative timelines and milestones

Track initiative performance against defined KPIs and provide actionable insights

Support budgeting and forecasting processes across departments as it relates to strategic investments

Assist with developing and maintaining dynamic scenario planning models to assess financial impact under varying business conditions

Provide variance analysis and recommendations to improve financial outcomes

Design and maintain dashboards to monitor project performance against financial and operational KPIs

Deliver timely and accurate reporting to senior leadership and stakeholders

Continuously improve reporting tools and processes to enhance decision-making

Work closely with Finance, Strategy, and other business functional teams to ensure alignment of financial goals and strategic priorities

Communicate complex financial concepts in a clear and concise manner to non-financial stakeholders

Qualification

Financial modelingData visualizationBudgetingForecastingAnalytical skillsCommunication skillsProblem-solvingCross-functional collaboration

Required

Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA preferred

3–5 years of experience in financial planning & analysis, corporate strategy, or management consulting

Strong proficiency in Excel, financial modeling, and data visualization tools (e.g., Tableau)

Excellent analytical, problem-solving, and communication skills

Ability to manage multiple priorities in a fast-paced environment

Preferred

MBA or CFA preferred

Benefits

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.

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.