Financial Analyst - Strategy and Operations
About The Position
The Financial Analyst is a central member of Group Benefits Finance, supporting financial analytics, performance insights, and strategic decision-making across Operations, Service, Claims, and Transformation. Reporting to the Head of Operations, Service, Claims & Transformation Finance, the role partners with business functions, Actuarial, FP&A, and senior leadership to deliver actionable insights, improve cost transparency, and support business decisions and transformation priorities. The role combines operational analysis, executive reporting, and forward-looking analytics. It evaluates performance, unit cost trends, business drivers, risks, and opportunities; develops and tracks business cases and value capture; and turns complex financial and operational information into clear recommendations for leadership. The position is hybrid, with three days in a Guardian office and two days working from home. Office locations are Bethlehem, Pennsylvania; Hudson Yards, New York City; Holmdel, New Jersey; Pittsfield, Massachusetts; or Boston, Massachusetts.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Actuarial Science, or a related field.
- At least 4 years of FP&A, financial analysis, or operational analytics experience.
- Strong analytical and problem-solving skills, including the ability to connect financial and operational data.
- Advanced proficiency in Excel and PowerPoint.
- Ability to synthesize complex data into clear, actionable insights.
- Strong communication and collaboration skills across functions.
- Ability to identify key drivers of financial and operational performance.
- Ability to manage multiple priorities and deliver high-quality work on tight timelines.
- Curiosity, ownership, and a continuous-improvement mindset.
Nice To Haves
- Experience in insurance or financial services.
- Familiarity with operational metrics such as unit cost, productivity, volume, complexity, and claims drivers.
- Experience supporting transformation initiatives, value capture, or business case development.
- Experience with Tableau, Power BI, or similar visualization tools.
Responsibilities
- Analyze business performance, emerging risks, and strategic opportunities across Operations, Service, Claims, and Transformation.
- Support senior leadership decisions through financial analysis, business planning, and operational insights.
- Evaluate unit cost trends and underlying business drivers to identify efficiency and performance improvement opportunities.
- Communicate financial implications, trade-offs, and risks through clear recommendations.
- Build and maintain business cases for Claims and Service initiatives, including investments, transformation efforts, and operating model changes.
- Quantify financial impact, including cost savings, productivity improvements, ROI, payback period, and other value drivers.
- Track results against business case commitments and identify variances, risks, dependencies, and financial implications.
- Partner with business leaders to monitor value capture and ensure benefits are realized and sustained.
- Identify opportunities to improve efficiency, reduce cost leakage, and enhance financial outcomes across Operations, Claims, and Service.
- Develop executive-ready materials highlighting key insights, trends, risks, and opportunities.
- Translate complex financial and operational information into clear, actionable leadership insights.
- Identify emerging trends in claims experience, service demand, and cost performance.
- Partner with Operations, Service, Claims, Transformation, Actuarial, Product, and FP&A teams to align financial insights with operational priorities.
- Support assigned initiatives with financial guidance, decision support, and targeted analysis.
- Influence outcomes through data-driven recommendations and thoughtful analysis.
- Analyze variances across actuals, plan, forecast, and prior periods; identify performance drivers and turn data into recommendations and leadership-ready narratives.
- Manage multiple priorities, deliver high-quality work on tight timelines, and improve recurring reporting and analysis.
Benefits
- The role may be eligible for annual, sales, or other incentive compensation.
- Guardian describes supportive, flexible, and inclusive benefits and resources for eligible full-time employees, but specific benefits are not listed in the posting.
- Skill-building, leadership development, and philanthropic opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
