Lead Financial Planning Analyst (Workplace Solutions)

Vanguard•Malvern, PA

10d•Hybrid

About The Position

As a member of the Workplace Solutions FP&A team, the Lead Financial Planning Analyst provides strategic financial support to the Strategy, Client Offer, Product, and Enablement (SCOPE) organization within Workplace Solutions. The role partners across the business to deliver insights that inform profitable growth, commercial strategy, and investment decisions. Key focus areas include evaluating incentive compensation economics and effectiveness across Recordkeeping and investment sales, advice, and cross-selling opportunities; providing insights for Recordkeeping pricing strategy to mitigate fee compression, protect margins, and identify incremental revenue; and evaluating profitability and unit economics across client segments to identify opportunities for profitable Full Service Recordkeeping growth and efficient acquisition and service at scale. The position leads complex financial analysis, forecasting, and modeling; develops financial methodologies; evaluates product-line and distribution-channel profitability; and provides subject matter expertise in financial, accounting, and regulatory matters. It creates senior-leader presentations, owns enterprise channel and product costing models and end-user cost matrices, supports client and product pricing, and manages requests for internal business statistics and trends. The role also improves financial-service delivery, manages projects and ad hoc requests, supports team development, and participates in special projects and other assigned duties.

Requirements

At least five years of related work experience.
At least two years of financial services industry experience.
Undergraduate degree or equivalent combination of training and experience.

Nice To Haves

Economics or Finance undergraduate degree preferred.
Graduate degree preferred.
CPA, CFM, CMA, or another financial designation preferred.

Responsibilities

Lead initiatives and goals involving complex financial analysis for enterprise or divisional stakeholders, including forecasting and financial modeling.
Provide thought leadership in developing financial methodologies and approaches.
Conduct ad hoc and periodic evaluations of product-line and distribution-channel profitability.
Apply financial, accounting, and regulatory subject matter expertise to support complex client matters.
Create presentations for senior leaders on financial performance.
Own enterprise channel and product costing models and produce end-user cost matrices for internal team use.
Establish a systematic approach to maintaining and continuously improving costing models.
Provide support and input into client and product pricing.
Manage requests for information about internal business statistics and trends, including identifying sources, gathering and interpreting information, and summarizing results in alignment with business strategy.
Identify opportunities to improve financial services for internal clients and implement procedural changes as needed.
Structure and manage projects and ad hoc requests.
Support the financial development and growth of the team.
Participate in special projects and perform other duties as assigned.
Evaluate incentive compensation economics and effectiveness across Recordkeeping and investment sales, advice, and cross-selling opportunities.
Provide financial insights for Recordkeeping pricing strategy, including mitigating fee compression, protecting margins, and identifying incremental revenue opportunities.
Evaluate client-segment profitability and unit economics to identify profitable Full Service Recordkeeping opportunities and efficient ways to acquire and serve clients at scale.