Lead Financial Planning Analyst (Workplace Solutions)

The Vanguard Group•Malvern, PA

9d•Hybrid

About The Position

As a member of the Workplace Solutions FP&A team, the Lead Financial 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 sales compensation economics and effectiveness, informing Recordkeeping pricing strategy, and assessing profitability and unit economics across client segments to identify opportunities for profitable growth and efficient service at scale. The position leads complex financial analysis for enterprise or divisional stakeholders, including forecasting, financial modeling, profitability reviews, and channel and product costing. It provides financial expertise and insights to internal clients, supports pricing and client matters, prepares presentations for senior leaders, manages information requests and projects, and identifies improvements to financial services and processes. The role also supports the financial development and growth of the team.

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 degree.
Graduate degree.
CPA, CFM, CMA, or another financial designation.

Responsibilities

Lead initiatives and goals focused on complex financial analysis for enterprise or divisional stakeholders.
Conduct complex analyses, including forecasting and financial modeling.
Provide thought leadership in developing financial methodologies and approaches.
Conduct ad hoc and periodic evaluations to assess product-line and distribution-channel profitability.
Apply subject matter expertise in financial, accounting, and regulatory areas to support complex client matters.
Create presentations for senior leaders about financial performance.
Own enterprise channel and product costing models and produce end-user cost matrices for internal team use.
Implement a systematic approach to maintaining and continuously improving models.
Provide support and input for client and product pricing.
Manage requests for information about internal business statistics and trends, engaging appropriate resources and identifying, collecting, compiling, interpreting, analyzing, and summarizing information in alignment with business strategy.
Identify opportunities to improve financial services delivered to 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, focusing on fee compression, margin protection, and incremental revenue opportunities.
Evaluate profitability and unit economics across client segments to identify profitable Full Service Recordkeeping opportunities and efficient ways to acquire and serve clients at scale.