Strategic Financial Planning Analyst

Position Overview

Guardian is seeking a resolute, motivated individual to join our team as a Strategic Financial Planning Analyst. In this role, you will support the planning, evaluation, and execution of strategic initiatives across the organization by driving financial insight and operational alignment through budgeting, forecasting, scenario modeling, and performance tracking.

Note: This role is not offering sponsorship. You must have valid authorization to work in the US.

Location: Hybrid role - 3 days in a Guardian office located in Holmdel, NJ; Bethlehem, PA; Boston, MA or Hudson Yards, NYC. 2 days WFH. 10% travel to other offices as determined by the People Leader.

Salary: $82,770.00 - $135,975.00

The salary range provided is a good faith estimate of base pay for the primary location. Final compensation will be determined based on the candidate’s education, experience, and abilities. In addition, this role may be eligible for annual, sales, or other incentive compensation.

Key Responsibilities

• Responsibilities: Partner with business leaders to evaluate strategic initiatives, including financial modeling, ROI analysis, and risk assessment.
• Support execution planning by aligning financial and operational goals with initiative timelines and milestones.
• Track initiative performance against defined KPIs and provide actionable insights.
• Responsibilities: Support budgeting and forecasting processes across departments as it relates to strategic investments.
• Assist with developing and maintaining dynamic scenario planning models to assess financial impact under varying business conditions.
• Provide variance analysis and recommendations to improve financial outcomes.
• Responsibilities: Design and maintain dashboards to monitor project performance against financial and operational KPIs.
• Deliver timely and accurate reporting to senior leadership and stakeholders.
• Continuously improve reporting tools and processes to enhance decision-making.
• Responsibilities: Work closely with Finance, Strategy, and other business teams to ensure alignment of financial goals and strategic priorities.
• Communicate complex financial concepts in a clear and concise manner to non-financial stakeholders.

Required Qualifications

• Education: Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA preferred.
• Experience Required: 3-5 years in financial planning & analysis, corporate strategy, or management consulting.
• Strong proficiency in Excel, financial modeling, and data visualization tools (e.g., Tableau).
• Excellent analytical, problem-solving, and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.

Benefits & Perks

• Benefits: Support and flexibility to achieve your professional and personal goals.
• Opportunities for leadership development, skill-building, and philanthropic engagement.
• Access to contemporary, supportive, flexible, and inclusive benefits and resources.
• A collaborative environment with diverse colleagues and high ethical standards.