Personal Wealth FP&A - Lead Financial Analyst: Controls & Enablement and Money Movement

The Vanguard Group•Malvern, PA

17h•Hybrid

About The Position

The Personal Wealth FP&A team is seeking a Lead Financial Analyst to focus on Controls & Enablement and Money Movement. This role involves leading initiatives and complex financial analysis to support enterprise or divisional stakeholders, including forecasting and financial modeling. The analyst will provide thought leadership in developing financial methodologies, assess product line and distribution channel profitability, and establish subject matter expertise in financial, accounting, and regulatory areas. Key responsibilities include owning enterprise channel and product costing models, producing cost matrices, supporting client and product pricing, managing requests for financial information, identifying and implementing improvements in financial service delivery, structuring projects, supporting team development, and participating in special projects.

Requirements

Minimum of five years related work experience
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 initiatives and goals focusing on complex financial analysis supporting enterprise or divisional stakeholders.
Conducts complex analyses such as forecasting and financial modeling.
Provides thought leadership to the development of financial methodologies and approaches.
Conducts ad hoc and periodic evaluation reviews to help assess the profitability of product lines and distribution channels.
Establishes and deploys subject matter expertise across the financial, accounting and regulatory areas to support complex client matters.
Creates presentations for senior leaders to inform on financial performance.
Owns enterprise channel and product costing models and the production of end user cost matrices for internal team use.
Implements systematic approach to maintaining and continuously improve the models.
Provides support and input into client and product pricing.
Manages responses to requests for information related to internal business statistics and trends.
Engages appropriate resources to support requests, determines appropriate sources of information, collects, compiles, interprets, analyzes and summarizes results in alignment with the overall business strategy.
Identifies opportunities to improve the delivery of financial services to internal clients and implements procedural changes, as needed.
Structures and manages projects and ad-hoc requests.
Supports the financial development and growth of the team.
Participates in special projects and performs other duties as assigned.