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Guardian Life · 2 months ago

FP&A Business Partner, Client Solutions and Wealth Management

Holmdel

Full-time

Hybrid

Senior Level

$101K/yr - $166K/yr

5+ years exp

Guardian Life is seeking a motivated individual to join their team as an FP&A Business Partner for Client Solutions and Wealth Management. This role involves leading analytics and financial planning initiatives to support strategic decision-making and collaborating with business leaders to deliver financial models and performance analyses.

DentalFinancial ServicesHardwareInsuranceLife Insurance

Responsibilities

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

Qualification

Financial modelingBusiness analyticsFinancial statement analysisData tools proficiencyCuriosityCollaborationCommunicationProblem-solving

Required

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

Experience using data tools (e.g., Excel/Tableau) and large, complex datasets

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.