Talent.com
FP&A Business Partner, Client Solutions and Wealth Management
FP&A Business Partner, Client Solutions and Wealth ManagementGuardian Life • Holmdel, NJ, United States
FP&A Business Partner, Client Solutions and Wealth Management

FP&A Business Partner, Client Solutions and Wealth Management

Guardian Life • Holmdel, NJ, United States
24 days ago
Job type
  • Full-time
Job description

Is the opportunity to join a culture where "We Do the Right Thing," and "We Courageously Shape Our Future Together" important to you? If so, Guardian is seeking a resolute motivated individual to join our team as a FP&A Business Partner.

The FP&A Business Partner 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.

You will :

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.

You are :

Resourceful and relentlessly curious.

Comfortable transforming a conceptual analytical framework into tangible insights by seeing the value of relationships between data and the business rules and processes that derive and inform the data.

Proficient rationalizing results and iterating with business leadership and subject-matter experts to refine the value of your analysis.

An individual who can develop a deep understanding of complex topics and provide results to stakeholders in a refined and non-technical form of communication.

You have :

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

Experience using data tools (e.g., Excel / Tableau) and large, complex datasets.

Location :

Hybrid role - 3 days in a Guardian office located in Holmdel, NJ; Bethlehem PA; Hudson Yards, NYC; Pittsfield, MA; or Boston, MA. 2 days WFH.

Salary Range :

$101,180.00 - $166,220.00

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. Explore our company benefits at www.guardianlife.com / careers / corporate / benefits . 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 .

Current Guardian Colleagues : Please apply through the internal Jobs Hub in Workday.

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

Create a job alert for this search

Client Partner • Holmdel, NJ, United States

Related jobs
Partner Specialist - Emerging Partners

Partner Specialist - Emerging Partners

SHI International • Somerset, NJ, United States
Full-time
Since 1989, SHI International Corp.We've grown every year since, and today we're proud to be a $15 billion global provider of IT solutions and services. Over 17,000 organizations worldwide rely on S...Show more
Last updated: 9 days ago • Promoted
This website uses cookies to allow for its correct operation and the services offered. For further information, please consult ourCookiePolicy.

This website uses cookies to allow for its correct operation and the services offered. For further information, please consult ourCookiePolicy.

Santander • Freehold, NJ, US
Full-time
Full Time Teller, Schanck Rd, Freehold, NJ.Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset.Our focus is on fosteri...Show more
Last updated: 30+ days ago • Promoted
Investor Relations Specialist (Hybrid)

Investor Relations Specialist (Hybrid)

Prudential Financial • Newark, NJ, US
Full-time
At Prudential, we believe talent is key to achieving our vision.When you join Prudential, you'll unlock a motivating and impactful career all while growing your skills and advancing your professio...Show more
Last updated: 30+ days ago • Promoted
Client Solutions Specialist

Client Solutions Specialist

Acosta • Bloomfield, NJ, US
Full-time
The ideal incumbent for the Client Solutions Specialist position will possess very strong Excel skills, reporting and data analysis skills, writing skills, as well as project coordination and manag...Show more
Last updated: 2 days ago • Promoted
Business Operations and Finance Lead-QC Enabling & Analytical Sciences

Business Operations and Finance Lead-QC Enabling & Analytical Sciences

Bristol Myers Squibb • New Brunswick, NJ, US
Full-time
Quality Control Enabling & Analytical Science Team Manager.Those aren't words that are usually associated with a job.But working at Bristol Myers Squibb is anything but usual.Here, uniquely interes...Show more
Last updated: 22 hours ago • Promoted • New!
Registered Wealth Management Client Associate

Registered Wealth Management Client Associate

NY Staffing • Short Hills, NJ, US
Full-time
Registered Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and...Show more
Last updated: 3 days ago • Promoted
Financial Institutions Relationship Manager (Hybrid)

Financial Institutions Relationship Manager (Hybrid)

First Citizens Bank • Morristown, NJ, US
Full-time
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. First Citizens Bank is seeking to add to their Banking Relations Group...Show more
Last updated: 30+ days ago • Promoted
Registered Wealth Management Client Associate

Registered Wealth Management Client Associate

New Jersey Staffing • Short Hills, NJ, US
Full-time
Registered Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and...Show more
Last updated: 5 days ago • Promoted
Partner Specialist - Atlassian

Partner Specialist - Atlassian

SHI GmbH • Somerset, NJ, United States
Full-time
Since 1989, SHI International Corp.We've grown every year since, and today we're proud to be a $15 billion global provider of IT solutions and services. Over 17,000 organizations worldwide rely on S...Show more
Last updated: 9 days ago • Promoted
Transcend Plan Integration Director

Transcend Plan Integration Director

J&J Family of Companies • New Brunswick, NJ, US
Full-time
Transcend Plan Integration Director, Mt Sc Digital.Johnson & Johnson is currently seeking a Transcend Plan Integration Director, Mt Sc Digital to join our team. The role is based in Belgium, Switzer...Show more
Last updated: 30+ days ago • Promoted
Director, Client Solutions Group, Mid-Atlantic

Director, Client Solutions Group, Mid-Atlantic

S&P Global • Newark, NJ, US
Full-time
Director Of Client Solutions Group Mid-Atlantic Region.As the Director of Client Solutions Group Mid-Atlantic Region, you will play a pivotal role in executing strategies that enhance the adoption ...Show more
Last updated: 7 days ago • Promoted
FP&A Business Partner, Client Solutions and Wealth Management

FP&A Business Partner, Client Solutions and Wealth Management

Guardian Life Insurance Company • Holmdel, NJ, United States
Full-time
Is the opportunity to join a culture where "We Do the Right Thing," and "We Courageously Shape Our Future Together" important to you? If so, Guardian is seeking a resolute motivated individual to j...Show more
Last updated: 24 days ago • Promoted
Wealth Management Consultant

Wealth Management Consultant

Accenture • Morristown, NJ, United States
Full-time
No industry can escape digital's disruption, especially not Wealth Management.Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and th...Show more
Last updated: 2 days ago • Promoted
Partner Specialist - Emerging Partners

Partner Specialist - Emerging Partners

SHI • Somerset, NJ, US
Full-time
The Partner Specialist will serve as the primary subject-matter expert on product, sales, and program information, training sales teams and facilitating partner campaigns.This role involves conduct...Show more
Last updated: 30+ days ago • Promoted
Financial Solutions Advisor - Consumer Investments - Ocean Market

Financial Solutions Advisor - Consumer Investments - Ocean Market

Bank of America • Englishtown, NJ, United States
Full-time
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...Show more
Last updated: 12 days ago • Promoted
CFO Consultant : Tech‑Driven Growth & Finance Leader

CFO Consultant : Tech‑Driven Growth & Finance Leader

Now CFO • , NJ, United States
Full-time
A leading financial consulting firm in New Jersey is seeking a highly skilled CFO Consultant to oversee financial operations, drive strategic growth, and provide technology guidance.The ideal candi...Show more
Last updated: 13 hours ago • Promoted • New!
FP&A Business Partner, Client Solutions and Wealth Management

FP&A Business Partner, Client Solutions and Wealth Management

Guardian Life Insurance • Holmdel, NJ, US
Full-time
Is the opportunity to join a culture where "We Do the Right Thing," and "We Courageously Shape Our Future Together" important to you? If so, Guardian is seeking a resolute motivated individual to j...Show more
Last updated: 29 days ago • Promoted
Wealth Advisor - PNC Wealth Management

Wealth Advisor - PNC Wealth Management

PNC • Millburn, NJ, United States
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
Last updated: 16 days ago • Promoted