The Financial Analyst is responsible for performing cost & benefit analysis to assist with prioritizing the Lean Business Cases (LBC) for all strategic and operational initiatives related to Group Benefits insurance products. This position will utilize a wide range of financial and business analytics to enhance Group leadership’s understanding of the business impact of embarking on or abstaining from a particular initiative. The Financial Analyst will work across the business with members of various finance, actuarial, product, and data stakeholders to develop a streamlined process for validation and realization of the benefits. Additionally, this role will support the broader FP&A organization in preparing the financial and strategic plans, incorporating the incremental estimated benefits from projects in the annual operating plan. The role will drive the expense transformation efforts related to group business enhancements in Oracle. This position will also provide expense management and budget support for the Group Finance & Group Executive budgets.

You Will:

• Scrutinize and model the benefits of various Group Benefits portfolio projects and initiatives, as part of the value capture framework.

• Score, prioritize, and track the business cases of potential Group Benefits projects and initiatives subject to the scope of the value capture framework.

• Build and track project calendar for key decision dates on LBC review process

• Incorporate benefit realization from value capture process into the annual operating plan, coordinating with business owners and portfolio enablement staff

• Participate in monthly/quarterly management reporting and analysis.

• Lead the effort to integrate Oracle Fusion and other systems into the financial processes of expense management and broader FP&A organization

• Drive the expansion of unit cost monitoring to all Group Benefits functional areas

• Propel the use of AI & automation software in planning, analysis, and reporting.

• Maintain subject-matter expertise critical to financial results of each business.

• Rationalize trends and Plan variances that are insightful and strategically useful.

• Champion use of data to support and advance understanding of financial results.

• Communicate results in a clear and compelling manner to varied audiences.

• Actively participate in FP&A systems implementations and initiatives.

• Drive automation of planning, analysis, and reporting as part of finance transformation efforts

• Develop annual expense budget for Group Finance and Group Executive function, as well as monthly explanation of results, including risks & opportunities for management of these areas.

Qualifications

You have:

• Bachelor’s Degree in finance, or relevant business experience

• 5+ years of financial analysis, planning and modeling experience, demonstrating depth of business expertise and analytical aptitude in a complex environment. Insurance industry experience is a plus.

• High degree of intellectual curiosity and enthusiasm for discovery; actively seeks to build breadth and depth of subject-matter-expertise

• Ability to “know the audience”, create and present compelling summaries to variety of audiences

• Strong collaborative skills, proactively seeking to learn from and share with others

• Ability to work independently and hold self accountable for meeting deadlines, reliability of work, managing projects, and solving problems.

• Expert knowledge of Microsoft Excel and PowerPoint. Experience with Oracle Planning & Budgeting and Smart View are a plus

Location

• New York, NY; Bethlehem, PA; or Holmdel, NJ are the preferred locations for this position.

• The work arrangement will be hybrid (two days per week in office; three days per week working from home).

Travel

• Periodic travel for team meetings may be required.

Salary Range

$99,190.00 - $162,955.00

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.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

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 protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com .

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .