Lead Financial Analyst – International FP&A

Vanguard•Malvern, PA

12d•Hybrid

About The Position

The International Planning & Reporting team is a U.S.-based FP&A function that partners with Europe, Australia, and the Americas to deliver the division’s most critical planning, forecasting, and performance reporting. We serve as the connective tissue across regions—streamlining processes, elevating insights, and providing a clear, integrated view of International’s performance and priorities as the business enters a period of accelerated growth and innovation. This role serves as the Planning Lead for the division, owning forecast cycles and producing first-pass key deliverables such as the Quarterly Business Review (QBR) and Long-Term Plan (LTP). The role is responsible for synthesizing regional insights, reviewing team output, and partnering closely on centralized cost centers. The ideal candidate will seek to make a meaningful divisional impact through strong cross regional stakeholder management, proactive forecast stewardship, disciplined use of standardized analytical tools, and informal leadership of analysts across the team.

Requirements

Minimum of five 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 initiatives and goals focusing on complex financial analysis supporting enterprise or divisional stakeholders.
Conducts complex analyses such as forecasting and financial modeling.
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.
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.
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.