Lead Financial & Business Analyst - Wealth Management

New Yorkhybridsenior$103K$170K

Posted 3 days ago · via Workday

About this role

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 Financial Business Analyst. The Lead Financial Business Analyst 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.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

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