Senior Lead Financial Analyst
About The Position
Guardian is seeking a Senior Lead Financial Analyst to serve as a Client Solutions & Wealth Management (CSWM) subject-matter expert in financial and business analytics. The role sets the analytical agenda for Park Avenue Wealth Management (PAWM) and Guardian Wealth Partners (GWP), delivering insight into margin, profitability, and performance to inform capital allocation, pricing, client service, and growth decisions. Working with mastery-level expertise and little day-to-day oversight, the analyst provides recommendations and business cases to CSWM and enterprise leaders and contributes to the functional strategy for Finance’s partnership with the business. The position leads financial planning and analysis for PAWM, including planning, forecasting, management-reporting P&L, and analysis of channel economics at the channel, client, and producer levels. It develops ROI frameworks and financial models for investment decisions, budgeting, driver-based and long-range planning, and leads complex analytical initiatives with significant risk and cross-functional dependencies. The analyst communicates findings and recommendations to senior leaders, advises and mentors colleagues, and helps shape how the team uses data, AI, and automation to evolve from reporting toward strategic partnership. This is a hybrid role requiring three days per week in a Guardian office in Hudson Yards, NYC; Holmdel, NJ; Bethlehem, PA; Pittsfield, MA; or Boston, MA, and two days working from home. The listed base salary range is $132,420 to $217,545. The role may also be eligible for annual, sales, or other incentive compensation.
Requirements
- At least 7 years of experience developing and presenting financial and business analytics, including to senior leadership.
- At least 7 years of experience analyzing financial statements, interpreting results, and demonstrating mastery of the drivers behind them.
- Advanced experience with Excel and other data or analytics tools.
- Ability to build repeatable processes over large, complex, multi-source datasets.
- Fluency in applying automation and AI to industrialize analysis.
Nice To Haves
- Experience with Wealth Management economics in financial services or insurance.
- A track record of leading complex, cross-functional analytical initiatives with notable risk and influencing decisions beyond one’s own team.
- Experience across multiple business areas or lines of business, such as sales, finance, life, disability, wealth/brokerage, or distribution, and knowledge of the concepts, processes, and datasets in those environments.
- Experience partnering with multiple stakeholders in a fast-driven environment.
Responsibilities
- Lead financial planning and analysis for PAWM, including planning, forecasting, and management-reporting P&L.
- Identify key financial drivers and trends and analyze PAWM channel economics at the channel, client, and producer levels to inform capital allocation, pricing, and growth decisions.
- Develop business cases and ROI frameworks for enablement and investment decisions across distribution, channel, and expense economics, including Clearing & Execution.
- Lead complex, high-visibility analytical initiatives with notable risk and cross-functional dependencies, including work on net flows and margin, distribution economics, and cost-to-serve.
- Build and own financial models for budgeting, forecasting, driver-based planning, and long-range planning for PAWM/GWP.
- Present complex findings and clear recommendations to senior leaders across Finance and the business.
- Advise, mentor, and serve as a technical authority to colleagues, strengthening the analytical capability of the broader team.
- Contribute to the functional finance strategy for PAWM/GWP, including industrializing data, embedding AI and automation, and moving from reporting toward strategic partnership.
Benefits
- Guardian describes supportive, flexible, and inclusive benefits and resources for eligible full-time employees; specific benefits are listed on its careers benefits page.
- Professional skill-building and leadership development opportunities.
- Philanthropic opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
