FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Lead Financial & Business Analyst – Wealth Management
Guardian LifeLead Financial Business Analyst for wealth management at Guardian, focusing on financial analytics and modeling. Collaborating with business leaders to drive strategic financial decisions.
Posted 7/31/2026full-timeHolmdel • Massachusetts, New Jersey, New York, Pennsylvania • 🇺🇸 United StatesSenior💰 $103,450 - $169,960 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced analytical aptitude with over 5 years of experience in developing financial models, analyzing financial statements, and interpreting business analytics across multiple business areas. Proficient in collaborating with subject matter experts to create impactful analytical illustrations for leadership.
Highest-signal resume keywords
Financial AnalysisFinancial ModelingData Analytics ToolsExcel ProficiencyBusiness Performance Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisFinancial ModelingBusiness AnalyticsData InterpretationBudgetingForecastingTrend AnalysisRisk IdentificationKey Metrics AnalysisAnalytical Illustration
Soft Skills
CollaborationCommunication
Tools & Technologies
ExcelData Analytics Tools
Industry Keywords
Business PerformanceFinancial ResultsStrategic InitiativesSubject Matter ExpertsMultiple Business Areas
About the role
Key responsibilities & impact- Analyze business performance, financial results, and key metrics to identify trends, risks, and opportunities
- Lead the creation and maintenance of financial models for budgeting, forecasting, and strategic initiatives
- Proactively collaborate with subject matter experts to acquire knowledge necessary to build and interpret analytics
- Prepare analytical illustrations to share with leaders and SMEs
Requirements
What you’ll need- 5+ years’ experience developing and presenting financial and business analytics
- 5+ years’ experience analyzing financial statements and interpreting results
- Advanced analytical aptitude
- Experience working across multiple business areas and/or lines of business
- Advanced experience with Excel and other data/analytics tools
Benefits
Comp & perks- Competitive salary
- Flexible work arrangements
- Professional development opportunities
- Philanthropic opportunities