Company Type


Position Summary

Under minimal guidance, support Individual Markets leadership in decision making with insightful reporting and analytics. He/She will provide monthly and quarterly management reports, provide variance analysis, and develop or enhance reports/analysis to provide insights for decision making.  The lead analyst will display technical and functional competence in management reporting and analysis and uphold Guardian’s commitment to ethical business practices, develop cross-business connections and seek various perspectives and gain strong understanding of reporting needs to develop analysis and insights around Individual Markets products and subsidiary earnings.

  • Support Individual Markets leadership in decision making with insightful reporting and analytics.
  • Analyze and monitor key trends and performance indicators.
  • Partner with other Individual Markets Finance team members on sales, expenses and planning activities.
  • Develop analysis and insights around Individual Markets products and subsidiary earnings.
Candidate Responsibilities
  • Prepare reports, analytics and presentations for senior management.
  • Prepare actual vs plan/reforecast and prior year variance analysis.
  • Coordinate and prepare quarterly IM earnings deck.
  • Liaise regularly with other members of Individual Markets FP&A, Controllers and Agency Finance, as well as key business partners in Actuarial and Corporate Finance and Accounting.
  • Provide analytics around for both actual results (monthly, quarterly, yearly) and planning cycles
  • Improve reporting proficiency and expand the use of Smartview, Adaptive, and other queries & reporting tools
  • Understand drivers of sources of earnings
  • Support other Individual Markets areas (Actuarial, Product, Strategy, etc.)
  • Ad-hoc reporting and analyses.
Reporting Relationships

The position will provide support in managing Individual Markets Management Reporting function by providing executive analytics, research and reporting.  The position will report into the Manager of Management Reporting.


Functional Skills
  • Strong communication skills, ability to work in a team environment and support multiple business partners including senior leadership.
  • Strong project management skills.
  • Strong analytical and organizational skills.
  • Takes ownership and accountability for actions and results
  • Conveys a sense of urgency
  • Meets deadlines without compromising quality and accuracy
  • Strong Excel skills.
  • Ability to create professional reports and presentations.
  • Ability to multi-task and prioritize projects.
  • Self-motivated.
  • Willingness to learn on the job and grow.
  • Ability to embrace change.
Leadership Behaviors
  • Continuously strives to provide superior products and customer service
  • Expresses oneself in an open and honest manner
  • Demonstrates self-awareness and embraces feedback
  • Analyzes issues from multiple perspectives; seeks the opinion of others
Position Qualifications
  • Strong knowledge of financial analytics, budgeting and reporting.
  • Insurance industry experience a plus, but not required.
  • 8-10 years of Finance/Accounting experience, specifically with experience in management reporting and analysis
  • Ability to meet tight deadlines and work additional hours during peak sessions
  • Ability to make suggestions to management based on analysis
  • Ability to work independently
  • None Expected

Company Overview
The Guardian Life Insurance Company of America® (Guardian), currently ranked #218 on the Fortune 500, is one of the largest mutual life insurers. As of December 31, 2016, Guardian reports $1.5 billion in operating income, $7.4 billion in capital, and $66.5 billion in assets under management. Guardian consistently scores high marks for financial strength from all four major credit rating agencies and enjoys a strong competitive position in its major businesses: life insurance, disability income insurance, annuities, investments, dental and vision insurance and employee benefits. 

As a mutual company founded over 150 years ago, Guardian is owned by its policyholders. The company has paid dividends to policyholders every year since 1868 and the Company’s 8,800 employees and 2,750 financial representatives are aligned with its mission to help individuals, families, and small businesses achieve financial security and protection. Guardian states its aspiration in the following way: “To be the trusted mutual partner, delivering financial security how, when, and where our clients prefer.”

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.

Primary Location

United States-New York






Day Job

Job Type



Yes, 10 % of the Time

Job Posting

Oct 26, 2017, 10:15:55 PM

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