Isaac Muwalo

FP&A & Finance Systems | Budgeting, Forecasting & Reporting | Power BI • Excel • SQL • Process Automation

Role
Fp & a Business Partner, Client Solutions and Wealth Management at Guardian Life
Location
Lawrence, NJ, US
LinkedIn followers
500 followers

About Isaac Muwalo

FP & A professional with 7+ years of experience at Broadridge, Johnson & Johnson, and Prudential, leading strategic forecasting, refining financial models, and driving efficiency improvements. I specialize in translating complex financial data into actionable strategies that create measurable business value.Expanding my expertise into automation, AI, and machine learning for finance, I focus on integrating these tools to deliver faster, smarter insights. Passionate about continuous learning, I’m seeking opportunities to apply and grow my new skills while connecting with professionals shaping the future of finance, automation, and data-driven strategy.

Experience

  1. Fp & a Business Partner, Client Solutions and Wealth Management

    Guardian Life

    Jan 2026 — Present · NJ, US

Education

  • Baruch College

    Bachelor's Degree, Finance & Investments

    2014 — 2018

  • Malawi College of Accountancy

    Financial Accounting

    2005 — 2007

Skills

  • General Ledger
  • Financial Analysis
  • Internal Controls
  • Account Reconciliation
  • Management
  • Management Reporting
  • Budgets
  • Finance
  • Fixed Asset Management
  • Accounting
  • Financial Accounting
  • Maintaining and Filling Accounts Records
  • Financial Reporting
  • Outlook
  • Powerpoint
  • Microsoft Excel
  • Accounts Payable
  • Microsoft Office
  • Managerial Finance

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Isaac Muwalo — Fp & a Business Partner, Client Solutions and Wealth Management at Guardian Life in Lawrence, NJ, US | Unifers