Lead Financial Planning Analyst- Marketing/Communications

The Vanguard Group•Malvern, PA

2d•Hybrid

About The Position

Join Vanguard’s FP&A group as a lead financial analyst and support our Personal Investor/Advice Wealth Management Marketing and Communications teams. Responsibilities: Financial Planning & Forecasting Lead monthly close, forecasting, and annual planning processes for marketing budgets. Provide variance analysis and actionable insights to senior leadership on marketing performance versus plan. Support strategic planning and scenario analysis for marketing investments. Performance Analysis & Strategic Decision Support Develop and maintain dynamic financial models to evaluate marketing spend efficiency and channel performance. Leverage data-driven insights to influence senior leadership decisions and guide strategic marketing investment Identify Process Improvements Drive automation and scalability in forecasting, reporting, and performance tracking. Identify opportunities to enhance financial processes and tools for marketing analytics. Lead projects and ad hoc initiatives to improve marketing decision-making. Reporting and Communication Prepare clear, concise presentations and narratives for leadership, highlighting performance drivers, risks, and opportunities. Collaborate with cross-functional teams (Marketing Ops, Data Analytics, Strategy) to ensure consistent measurement and reporting. Balance competing priorities and maintain alignment with overarching business objectives About Vanguard 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. How We Work 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.

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.
Advanced excel and financial modeling skills required.

Nice To Haves

Economics or Finance degree preferred.
Experience in marketing or marketing analytics is considered a strong asset.

Responsibilities

Financial Planning & Forecasting Lead monthly close, forecasting, and annual planning processes for marketing budgets.
Provide variance analysis and actionable insights to senior leadership on marketing performance versus plan.
Support strategic planning and scenario analysis for marketing investments.
Performance Analysis & Strategic Decision Support Develop and maintain dynamic financial models to evaluate marketing spend efficiency and channel performance.
Leverage data-driven insights to influence senior leadership decisions and guide strategic marketing investment
Identify Process Improvements Drive automation and scalability in forecasting, reporting, and performance tracking.
Identify opportunities to enhance financial processes and tools for marketing analytics.
Lead projects and ad hoc initiatives to improve marketing decision-making.
Reporting and Communication Prepare clear, concise presentations and narratives for leadership, highlighting performance drivers, risks, and opportunities.
Collaborate with cross-functional teams (Marketing Ops, Data Analytics, Strategy) to ensure consistent measurement and reporting.
Balance competing priorities and maintain alignment with overarching business objectives