Lead Expense Analyst

Posted Yesterday
Be an Early Applicant
4 Locations
In-Office
103K-170K Annually
Senior level
Insurance • Financial Services
The Role
The Lead Expense Analyst will develop financial expense plans, improve operational efficiency, and support financial reporting within Group Benefits. This role includes extensive analysis, collaboration with business leaders, and deep understanding of expense-related functions and systems.
Summary Generated by Built In

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 Lead Expense Analyst.

The Lead Expense Analyst will be a key member of Group Benefits Expense Management team and will be responsible for developing multi-year financial expense plans and improving operational efficiency within the Group Claims & Service area. Additionally, s/he will support monthly and quarterly financial expense reporting process, highlighting expense variances, providing insight into future trends, and analytical support to senior management. Candidate should possess an analytical mind, an ability to communicate complex ideas across all levels as well as demonstrate a thorough understanding of Guardian’s Oracle general ledger system and reporting environment.

This is a high visibility position in the Group Benefits business providing an opportunity to work across a range of areas as part of a team supporting a diverse and interesting set of expense analytics and improvement initiatives.

You will

  • Develop/prepare annual expense plans/reforecasts and help formulate templates that will help shape the information and explain the story of expenses as it relates to Guardians overall strategic direction.

  • Work collaboratively with Group Benefits business teams/leaders to develop plans focusing on increasing operational efficiencies while supporting the company’s long-term strategic goals. Check and challenge where appropriate and ensure we fully understand the information given to us and the financial impact.

  • Support the monthly/quarterly financial expense close process and provide detailed variance explanations of actual versus plan and prior periods, highlighting impacts of key drivers. Proactively support the accrual process and monitor our results.

  • Develop and maintain a deep understanding of specific Group Benefits functions and processes and prepare analysis for business leaders. Develop action plans, when necessary, to mitigate current/future plan variances.

  • Coordinate with HR and track headcount movements by business and ensure a clear linkage and understanding related to our Salary costs. Focus on tracking movements and linkage to financial plan.

  • Lead and support planning, analysis and tracking for Group Benefits expense-related efficiency projects. Complete ad-hoc analysis and special projects as they emerge.

  • Demonstrate broad technical expertise and capabilities in Guardian’s Oracle general ledger system and related reporting tools and continually seek opportunities to streamline and automate processes.

  • Possess the ability to collect, synthesize, and report large amounts of data in an efficient way that helps tell the story.

You have

  • Bachelor’s degree in finance, or relevant business experience.

  • 7+ years of financial analysis and planning experience, demonstrating depth of business expertise and analytical aptitude in a complex environment. Insurance industry experience is a big plus.

  • High degree of intellectual curiosity and enthusiasm for discovery; actively seeks to build breadth and depth of subject-matter-expertise.

  • Strong collaborative skills, proactively seeking to learn from and share with others.

  • Ability to work independently and hold self and others accountable for meeting deadlines, reliability of work, managing projects, and solving problems.

  • Expert knowledge of Microsoft Excel, PowerPoint, and Oracle Planning & Budgeting / Smart View.

Location

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

Salary Range:

$103,450.00 - $169,960.00

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 [email protected]. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

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

Top Skills

Excel
Oracle Planning & Budgeting
PowerPoint
Smart View
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The Company
HQ: New York, NY
8,709 Employees
Year Founded: 1860

What We Do

Who we are

Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence.

Today, we stand behind 29 million consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss.

As a modern mutual insurance company, we believe in driving value beyond dividends. We invest in our colleagues and are building a progressive, innovative and inclusive culture. We uplift individuals and communities through thoughtful social and environmental programs.

What we stand for

In 1860, a community of immigrants joined together to insure and protect their businesses and families. They were guided by powerful ideals that we’ve continued to stand behind and evolved throughout the years: we do the right thing, we believe people count, we courageously shape the future together, and we go above and beyond for the people we serve.

Guardian employees embrace and live by these values every day. They remind us to put people at the heart of all we do so that we can help protect what matters most to you. Want to help bring these values to life? Join us for a rewarding career and the opportunity to shape the future.

Disclosures:
Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion. Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors.
Guardian® is a registered trademark of The Guardian Life Insurance Company of America. © Copyright 2023 The Guardian Life Insurance Company of America 2023-156184 Exp. 5/25

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