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The Head of Financial Management Reporting and Planning & Analysis will lead enterprise-wide management reporting and planning processes to support key decision-making and financial performance. This role will also be responsible for preparing materials and requests for the rating agencies and peer analysis and competitive benchmarking. The ideal candidate will bring strong financial acumen, analytical expertise, and the ability to drive alignment across the enterprise and business units to achieve financial objectives.

Key Responsibilities:

+ Oversee enterprise-wide management reporting and delivery of financial results and presentations, for executives, and The Board to support strategic decision-making.

+ Lead, develop, and mentor a high-performing team, fostering a culture of collaboration, and professional growth to drive excellence in management reporting and planning.

+ Develop and enhance reporting frameworks to drive consistency, transparency, and strategic decision making.

+ Direct the enterprise financial planning process, aligning business unit planning with corporate objectives.

+ Partner with business leaders to develop financial forecasts, scenarios analyses, and performance targets.

+ Ensure seamless integration of business unit plans with enterprise financial strategy.

+ Manage relationships with rating agencies and prepare deliverables required for the Rating Agency meetings in partnership with other departments.

+ Conduct peer analysis and benchmarking to evaluate the company’s financial standing and identify opportunities for improvement.

+ Provide insights to leadership on industry trends and competitive positioning.

+ Partner with Investment Accounting team on net investment income (NII) planning and assumptions to optimize financial outcomes.

+ Partner with the Risk organization on Risk-Based Capital (RBC) planning efforts, ensuring compliance with regulatory requirements and optimizing capital efficiency.

+ Collaborate with actuarial, risk, and treasury teams to assess financial impacts and capital needs.

+ Own and leverage business intelligence solutions and automation to streamline financial reporting, enhance data accuracy, and improve efficiency in management reporting and planning.

Skills:

+ Bachelor’s degree in finance, accounting, economics, or related field; MBA or CPA preferred.

+ 10+ years of experience in financial planning, management reporting, or a related field within the insurance or financial services industry.

+ Strong knowledge of life insurance statutory financials, investment income, and capital management.

+ Advanced financial modeling, forecasting, analytical, data visualization, and business intelligence reporting skills.

+ Exceptional communication and leadership capabilities, with the ability to present to and influence senior executives.

+ Strong verbal and written communication skills and proven presentation skills and abilities. Ability to communicate clearly with internal colleagues and external parties. Experience and/or the ability to credibly present to Senior Management, and rating agencies.

+ Ability to prioritize commitments and manage time effectively while operating in a highly active environment with multi-faceted responsibilities.

+ Team-oriented and collaborative, able to work effectively across the organization, building strong working relationships with executive management and across various functional areas.

+ Able to lead by example, persevere in the face of challenges, and exhibit a steadfast resolve and relentless commitment to higher standards. Able to manage conflict of opinions, build consensus, and drive results through effective decision making and leadership.

Salary Range:

$151,950.00 - $249,630.00

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] .

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 .