Talent.com
FP&A Business Partner, Client Solutions and Wealth Management
FP&A Business Partner, Client Solutions and Wealth ManagementGuardian Life • Boston, MA, United States
[error_messages.no_longer_accepting]
FP&A Business Partner, Client Solutions and Wealth Management

FP&A Business Partner, Client Solutions and Wealth Management

Guardian Life • Boston, MA, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.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 .

Visa Sponsorship :

Guardian Life 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.

[job_alerts.create_a_job]

Client Partner • Boston, MA, United States

[internal_linking.similar_jobs]
Wealth Platform Operations & Asset Management Associate

Wealth Platform Operations & Asset Management Associate

Coda Search│Staffing • Boston, MA, United States
[job_card.full_time]
A leading global investment firm is looking for an experienced professional to support platform operations in the wealth channel. The role involves managing operational requirements for alternative ...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Remote CFO — Govt Contracting & FP&A Leader

Remote CFO — Govt Contracting & FP&A Leader

Humana Inc • Boston, MA, United States
[filters.remote]
[job_card.full_time]
A leading healthcare services provider based in Boston is seeking a Vice President, Chief Financial Officer to provide executive leadership for Humana Military. Responsibilities include overseeing b...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Global Development FP&A Leader, Clinical Program Finance

Global Development FP&A Leader, Clinical Program Finance

Ccrps • Boston, Massachusetts, United States
[job_card.full_time]
A leading biotechnology company in Boston is looking for a Senior Director, Global Development FP&A to manage clinical trial budgets and provide financial analysis for development programs.The idea...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Alternative Investments Business Transformation Specialist, Senior Associate

Alternative Investments Business Transformation Specialist, Senior Associate

State Street • Boston, Massachusetts, United States
[job_card.full_time]
This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Who we are ...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Client Consultant

Client Consultant

Confluence • Boston, MA, United States
[job_card.full_time]
Associate Client Consultant at Confluence.At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. With Spiros Giannaros as CEO...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
VP, Client Leadership — Omnichannel Growth & Partnerships

VP, Client Leadership — Omnichannel Growth & Partnerships

Publicis Groupe ANZ • Boston, MA, United States
[job_card.full_time]
A leading digital commerce company in Boston is seeking a VP, Client Leadership to oversee integrated Omnicommerce campaigns for high-profile accounts. This role requires extensive experience in the...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Executive Partner - Banking & Financial Services (Wealth Management & Investments)

Executive Partner - Banking & Financial Services (Wealth Management & Investments)

Gartner • Boston, MA, United States
[job_card.full_time]
Gartner Executive Programs (ExP) is a service within Gartner Executive Technology Services (ETS) and is the indispensable tool for digital leaders. It is an exclusive, membership-based organization ...[show_more]
[last_updated.last_updated_30] • [promoted]
Director FP&A – Hybrid, Growth & Impact

Director FP&A – Hybrid, Growth & Impact

Great Gray Trust Company • Boston, MA, United States
[job_card.full_time]
A prominent financial services company is seeking a Director of Financial Planning and Analysis in Boston, MA.The role involves leading budgeting, financial forecasting, and managing financial repo...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Senior Client Partner, Private Equity

Senior Client Partner, Private Equity

Catalant • Boston, MA, US
[job_card.full_time]
As the pioneer of Consulting 2.Catalant gives the world’s leading companies on-demand access to a community of highly vetted independent consultants and former operators.From individual consu...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Senior - Location Open

Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Senior - Location Open

Ernst & Young Oman • Boston, MA, United States
[job_card.full_time]
At EY, we’re all in to shape your future with confidence.We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Global Development FP&A Leader, Clinical Program Finance

Global Development FP&A Leader, Clinical Program Finance

BOSTON TRUST WALDEN COMPANY • Boston, MA, United States
[job_card.full_time]
A leading biotechnology company in Boston seeks a Senior Director, Global Development FP&A to provide strategic financial guidance and analysis for clinical programs. This role involves managing tea...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Wealth Client Specialist

Wealth Client Specialist

First Citizens BancShares • Boston, MA, US
[job_card.full_time]
The Wealth Client Specialist (WCS) role supports Wealth Consultants and Private Bankers within the Wealth Division.The position has responsibility for all service-related activities such as money m...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
CFO Advisory SVP : Transformation & FP&A Excellence

CFO Advisory SVP : Transformation & FP&A Excellence

Stout • Boston, Massachusetts, United States
[job_card.full_time]
A professional services firm in Boston is seeking a Senior Vice President in its CFO Advisory practice to lead complex projects supporting clients through transactions and transformations.The ideal...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Managing Director, Wealth Management Partner

Managing Director, Wealth Management Partner

Jamie Grayem • Boston, MA, United States
[job_card.full_time]
Managing Director, Wealth Management Partner.A premier, independent multi-billion dollar RIA / Hybrid Platform is conducting a confidential search for an elite, established Wealth Manager to join the...[show_more]
[last_updated.last_updated_30] • [promoted]
Regional Head, Client Solutions (EMEA & APAC) – Investment Management

Regional Head, Client Solutions (EMEA & APAC) – Investment Management

Cambridge Associates LLC. • Boston, MA, United States
[job_card.full_time]
A leading global investment firm is seeking a Head of EMEA and APAC Client Solutions to drive revenue growth and oversee client engagement across regions. Candidates should have over 15 years of exp...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Wealth Planning Associate

Wealth Planning Associate

SDL Search Partners • Boston, MA, United States
[job_card.full_time]
About the job Wealth Planning Associate.Wealth Planning Associate (Remote Options).National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team....[show_more]
[last_updated.last_updated_30] • [promoted]
Wealth Client Services Associate (Hybrid)

Wealth Client Services Associate (Hybrid)

Gwkinvest • Boston, MA, United States
[job_card.full_time]
A leading investment management firm in Boston is seeking a Client Service Associate to act as a liaison between clients and the portfolio management team. The candidate will be responsible for resp...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Wealth Management Consultant

Wealth Management Consultant

Boston Staffing • Boston, MA, US
[job_card.full_time]
Accenture Consulting : Wealth Management Consultant.No industry can escape digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind of experience that's more in...[show_more]
[last_updated.last_updated_variable_days] • [promoted]