Financial Planning Analyst, Specialist

Vanguard • Malvern, PA

4d • Hybrid

About The Position

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. 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. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

Requirements

• Three years related work experience.
• Undergraduate degree or equivalent combination of training and experience.

Nice To Haves

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

Responsibilities

• Prepares financial models and analyses in support of the evaluation of business initiatives. Analyzes cost estimates and forecasts.
• Partners with internal clients and key stakeholders to understand financial analysis need. Provides analytical support and advice to management.
• Supports the development of measures for evaluating key business performance, projects, and investments.
• Contributes to the annual planning process and ongoing quarterly forecasts. Supports the validation rationale for multi-year financial forecast of revenue, operating expenses, asset and cash flow. Applies strong and consistent financial knowledge to generate high quality business deliverables.
• Conducts ad hoc and periodic evaluations to assess the profitability of product lines and distribution channels. Provides guidance and support contributing to the financial development and growth of the team.
• Proactively identifies, investigates and recommends improvements to Finance and client processes.
• Participates in special projects and performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree