Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

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.

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.

Requirements

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.
Must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

Skills

Financial modeling
Forecasting
Performance analysis
Data analysis
Excel
Data analytics tools

Location

Holmdel, NJ
Bethlehem, PA
Hudson Yards, NYC
Pittsfield, MA
Boston, MA

Work Type

Hybrid
3 days in office
2 days WFH

Experience Level

Lead

Salary/Compensations

$103,450.00 - $169,960.00

Benefits

Support and flexibility to achieve professional and personal goals
Skill-building opportunities
Leadership development opportunities
Philanthropic opportunities
Contemporary, supportive, flexible, and inclusive benefits and resources

About the Company

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.
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.

Equal 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.
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.
Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B).