Financial Planning Analyst, Senior Specialist

The Vanguard Group • Malvern, PA

21d • Hybrid

About The Position

This senior level FP&A role serves as the primary liaison and strategic thought leader for enterprise-wide financial planning and analysis, fostering strong partnerships with key stakeholders across the organization. This role is responsible for synthesizing critical inputs and insights to craft a unified, compelling, narrative on financial performance that drives alignment and informed decision-making. Qualifications: Leads the execution of the team's critical deliverables, including materials for executive team, QBR decks, Board meeting documents, and various ad-hoc assignments. Ensures precise, clear, and consistent approaches to financial modeling and other team processes. Offers counterpoints and recommendations to guide the team toward substantive improvements. Supports the ideation process and shapes storytelling within the team's executive presentations. Validates story and content alignment with all relevant business unit P&R teams. Acts as the primary point of contact for the corporate P&L and business unit P&R teams across the organization, providing clarifications on a broad range of topics such as Forecast, capital deployment, and capital generation. Assists the team in executing a cyclical calendar of deliverables with foresight and meticulous planning, considering the impact on multiple teams. Formulates and implements strategies to optimize team processes and enhance communication on key frameworks. Engages in special projects and performs additional duties as assigned. Qualifications: Minimum of six years’ related work experience, with at least two years’ financial services industry experience. Undergraduate degree or equivalent combination of training and experience. Economics or Finance degree preferred. Graduate degree preferred. CPA, CFM, CMA, or other financial designation preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Requirements

• Minimum of six years’ related work experience, with at least two years’ financial services industry experience.
• Undergraduate degree or equivalent combination of training and experience.

Nice To Haves

• Economics or Finance degree preferred.
• Graduate degree preferred.
• CPA, CFM, CMA, or other financial designation preferred.

Responsibilities

• Leads the execution of the team's critical deliverables, including materials for executive team, QBR decks, Board meeting documents, and various ad-hoc assignments.
• Ensures precise, clear, and consistent approaches to financial modeling and other team processes.
• Offers counterpoints and recommendations to guide the team toward substantive improvements.
• Supports the ideation process and shapes storytelling within the team's executive presentations.
• Validates story and content alignment with all relevant business unit P&R teams.
• Acts as the primary point of contact for the corporate P&L and business unit P&R teams across the organization, providing clarifications on a broad range of topics such as Forecast, capital deployment, and capital generation.
• Assists the team in executing a cyclical calendar of deliverables with foresight and meticulous planning, considering the impact on multiple teams.
• Formulates and implements strategies to optimize team processes and enhance communication on key frameworks.
• Engages in special projects and performs additional duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees