Lead Expense Analyst

Guardian Life
Bethlehem, PA

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 Expense Analyst.

The Lead Expense Analyst will be a key member of Group Benefits Expense Management team and will be responsible for developing multi-year financial expense plans and improving operational efficiency within the Group Claims & Service area. Additionally, s/he will support monthly and quarterly financial expense reporting process, highlighting expense variances, providing insight into future trends, and analytical support to senior management. Candidate should possess an analytical mind, an ability to communicate complex ideas across all levels as well as demonstrate a thorough understanding of Guardian's Oracle general ledger system and reporting environment.

This is a high visibility position in the Group Benefits business providing an opportunity to work across a range of areas as part of a team supporting a diverse and interesting set of expense analytics and improvement initiatives.

You will

  • Develop/prepare annual expense plans/reforecasts and help formulate templates that will help shape the information and explain the story of expenses as it relates to Guardians overall strategic direction.

  • Work collaboratively with Group Benefits business teams/leaders to develop plans focusing on increasing operational efficiencies while supporting the company's long-term strategic goals. Check and challenge where appropriate and ensure we fully understand the information given to us and the financial impact.

  • Support the monthly/quarterly financial expense close process and provide detailed variance explanations of actual versus plan and prior periods, highlighting impacts of key drivers. Proactively support the accrual process and monitor our results.

  • Develop and maintain a deep understanding of specific Group Benefits functions and processes and prepare analysis for business leaders. Develop action plans, when necessary, to mitigate current/future plan variances.

  • Coordinate with HR and track headcount movements by business and ensure a clear linkage and understanding related to our Salary costs. Focus on tracking movements and linkage to financial plan.

  • Lead and support planning, analysis and tracking for Group Benefits expense-related efficiency projects. Complete ad-hoc analysis and special projects as they emerge.

  • Demonstrate broad technical expertise and capabilities in Guardian's Oracle general ledger system and related reporting tools and continually seek opportunities to streamline and automate processes.

  • Possess the ability to collect, synthesize, and report large amounts of data in an efficient way that helps tell the story.

You have

  • Bachelor's degree in finance, or relevant business experience.

  • 7+ years of financial analysis and planning experience, demonstrating depth of business expertise and analytical aptitude in a complex environment. Insurance industry experience is a big plus.

  • High degree of intellectual curiosity and enthusiasm for discovery; actively seeks to build breadth and depth of subject-matter-expertise.

  • Strong collaborative skills, proactively seeking to learn from and share with others.

  • Ability to work independently and hold self and others accountable for meeting deadlines, reliability of work, managing projects, and solving problems.

  • Expert knowledge of Microsoft Excel, PowerPoint, and Oracle Planning & Budgeting / Smart View.

Location

Hybrid role - 3 days in a Guardian office located in Hudson Yards, NYC; Holmdel, NJ; Bethlehem PA; or Boston, MA. 2 days WFH.

Salary Range:

$103,450.00 - $169,960.00

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 . 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]. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

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 .

Visa Sponsorship:

Guardian Life is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship.

Posted 2026-04-09

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