Lead Financial Planning Analyst- FP&A

Vanguard • Malvern, PA

54d

About The Position

Provides industry-wide expertise to support the division's financial analysis needs. Leads goals and initiatives to advance Finance's vision and strategic goals. At Vanguard, we're changing the way the world invests. By living our values and working with care, clarity and courage, we're making success accessible to everyone. It's about doing the right thing for our millions of clients around the globe-and making every asset, minute and decision, count. If you're ready to change an industry through collaboration and commitment, then now is your time to join us. The Vanguard Enterprise Finance Team serves a critical support function; we provide ongoing guidance to the senior leadership team. We do this by providing accurate and timely insights that enable strategic, data-backed decision making. Our team is looking for a curious, enthusiastic, finance professional. The ideal candidate also has strong storytelling and analytical skills as well as experience in a fast-paced environment.

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. Economics or Finance degree preferred.

Nice To Haves

• Experience on a Business Unit FST 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Number of Employees: 5,001-10,000 employees