Lead Financial Analyst - Agency Finance

Guardian Life • Holmdel Township, NJ, United States • $200k - $250k / year • 6d ago

The Lead Financial Analyst is primarily responsible for Individual Market’s financial reporting and analysis of profitability across Guardian’s 70+ independent and company owned agencies. As part of agency purchase transactions, the Lead Financial Analyst plays a significant role preparing pro-forma financial documents, assisting with due diligence reviews and monitoring debt covenant compliance to support Guardian’s loan funding subsidiary’s business valuations and debt issuance.

You will

Build and maintain a subject matter expertise level understanding of agency operations and sources of revenue and expenses.
Use reporting tools and methods to build well controlled processes to identify and research variances and trends.
Prepare quarterly agency financial results and analysis presentations for senior management.
Take lead role assisting with Guardian’s loan funding subsidiary’s due diligence review of agency financial results, projections, and valuation models to support agency succession planning strategy.
Develop and demonstrate a deep understanding of agency buy out transactions and loan agreements to support responsibilities monitoring and reporting on loan covenant compliance. Includes working closely with agency independent auditors and chief financial officer.
Collaborate with business owners of financial systems and the data analytics team to develop a detailed understanding of data sources, structures, and systems.
Identify and drive implementation of opportunities to automate and enhance processes.
Effectively manage priorities and work with internal/external department to provide response to ad hoc requests.

You have

Bachelor’s degree or equivalent experience in accounting.
5+ years of applicable accounting and financial analysis experience.
Understanding of Generally Accepted Accounting Principles and control procedures.
Strong verbal and written communication skills.
High problem solving and analytical skills.
Adapt to and work effectively in a changing environment.
Ability and willingness to collaborate and improve processes.
Strong knowledge of Excel.
Working knowledge of Microsoft Dynamics preferred.
Insurance industry knowledge is a plus.
CPA is a plus.

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.

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