Lead Financial Planning Analyst- Workplace Solutions

The Vanguard Group • Malvern, PA

1d • Hybrid

About The Position

This Lead Financial Analyst role offers the opportunity to shape financial strategy for Vanguard’s Workplace Solutions division, blending hands-on planning leadership with strategic influence at the executive level. The position drives long-term planning, investment prioritization, and high-visibility deliverables while partnering closely with senior stakeholders. It also provides a platform for informal leadership, coaching junior talent while delivering impactful insights that inform key business decisions. This role will combine planning leadership, strategic ownership, and informal people leadership, including: Owning long-term planning and influencing forward-looking divisional strategy and investment prioritization Leading planning cycles and executive deliverables, including forecast oversight, QBRs, and board-level reporting (10Q/10K), while informally developing and coaching S1/S2 analysts and AFP participants. Driving strategic impact and insights, supporting business cases, competitive intelligence, and select due diligence efforts.

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.
• 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
• Education Level: Associate degree