The Senior Financial Analyst will be an integral member of the ESS team and will provide Capital and Expense management of the Corporate Real Estate and Facilities portfolio, Source to Pay and Sourcing, Office Services, Imaging and Physical Security.
This role will contribute to strategic initiatives including portfolio modeling, lease administration, vendor management, financial analysis, accounting and reporting.
- Performs complex analytical tasks such as financial modeling, financial forecasting/planning for ESS which would include variables affecting future spend and costs.
- Analyze monthly departmental expense reports for all ESS groups and determine variance from budget estimates
- Manage relationships, systems and processes with lease administration partner/company
- Support sourcing and vendor management activities
- Monitor monthly financial results and work with department leaders to manage monthly expenses as reported to Management
- Manage monthly payments to key vendors and insure Guardian abides to contracts terms and internal policies and processes
- Verify and streamline payments and vendors in PeopleSoft
- Create adhoc expense and vendor analysis reports for all categories under management
- Ensure proper monthly billing of expenses back to tenants; control receivables due to tenants
- Confirm month end accruals for all locations expense are calculated and entered correctly
- Lead all Guardian internal ESS audits
- Manage implementation of Financial Management & Control (FM&C) policies and procedures applicable to ESS
- Manage all aspects of lease administration and subtenants’ financial matters
- Manage, review and process journal entries and reconciliation of accounts for the department
- Act as primary point of contact for lease administration provider/vendor
- Coordinate development and input of ESS annual budgets and reforecasts
- Utilize software and other tools to automate processes and drive efficiencies in reporting
- Provide regular reporting and spend transparency across business units, geographies, key categories, and vendors
Principal Accountabilities:
- Activity
- Financial Planning and analysis -Performs complex analytical tasks such as financial modeling, financial forecasting/planning for ESS which would include variables affecting future spend and costs.
- Month end close, Data reporting, validation and presentation -Ensure month end close is completed on time and accurately. Report results and variances.
- Financial Modeling and special projects - Provides support and back-up for ESS financial analytical and reporting requirements
- Lease Administration - Manage Relationship with vendor
The above description includes most significant duties performed. However, other occasional work assignments not mentioned are assumed to be included. Management reserves the right to assign and/or reassign duties and responsibilities at any time.
Skills and Knowledge:
- 10+ years of related experience in financial analysis and budgeting
- Very strong financial analytical experience required
- Excellent communication skills, including written, verbal and presentation skills
- Skilled at multi-tasking and meeting deadline under pressure
- Ability to identify potential problems and provide solutions
- Strong project management skills
- Ability to manage change through influence; capable of driving and influencingmajor decisions with the delivery solid data across a diverse set of internal stakeholders
- Advanced proficiency in MS Excel and MS PowerPoint with outstanding data structuring skills. General proficiency with MS Word and PowerPoint
- Demonstrated ability to evaluate, analyze, and manage large, diverse data sets
- Working knowledge of both GAAP and Statutory insurance accounting operations
- Good understanding and knowledge of PeopleSoft epro/GL/AP/AM system
Education and Experience:
- MBA degree in business/finance or related field. (will consider BS/BA degree with relevant years of experience as substitute for MBA)
- Minimum 10 - 12 years of relevant financial planning and analysis experience preferably supporting shared services organizations; including communicating and managing through cross-functional teams
- Strong and deep experience and knowledge in Real Estate and Facilities Operations.
Other Requirements:
- Excellent organizational, analytical, time management skills.
- Excellent interpersonal, communication, presentation, and negotiation skills with strong influencing and persuasive talents.
- Self-motivated, takes initiative and has the ability to effectively organize, multi-task and prioritize a wide array and high volume of initiatives.
- Has an aptitude for innovation.
- High integrity and ethics.
- Ability and flexibility to work extended hours and travel to meet business requirements.
#L1-MB2The Guardian Life Insurance Company of America®, currently ranked #226 on the Fortune 250, is a global financial services company and one of the largest mutual life insurers in the United States. In 2015, the company achieved the highest earnings in its over 155-year history, reporting $1.5 billion in operating income (before taxes and dividends to policyholders). Guardian ended the year with $7.3 billion in capital, marking its seventh consecutive year of capital growth, and a record-high policyholder dividend of $838.6 million was declared. Guardian is a mutual company, meaning it is owned by its policyholders. As owners, policyholders share in Guardian’s actual financial results through annual dividends which Guardian has paid every year since 1868. Being a mutual company means the company’s focus is always on its customers and building a strong financial foundation that will serve them today and into the future. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to workplace benefits such as dental, vision, and 401(k) plans. Guardian has approximately 8,000 employees and a network of over 3,000 financial representatives in more than 70 agencies nationwide. Guardian states its aspiration in the following way: “To be the trusted mutual partner, delivering financial security how, when, and where our clients prefer.”
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.
