Manager, Financial Planning & Analysis
About The Position
Vanguard’s Workplace Solutions (VWS) B2B Sales FP&A team is seeking a Manager to lead a team of analysts and drive high‑impact strategic analysis across the plan sponsor sales ecosystem. This role plays a critical part in shaping how we grow, price, and optimize our Workplace business while building a high‑performing, insight‑driven FP&A team Responsibilities: Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. 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.
Requirements
- Five years' related work experience within FP&A, with at least 2 years financial analysis experience.
- Undergraduate degree or equivalent combination of training and experience.
Nice To Haves
- Supervisory experience strongly preferred.
- Finance or Accounting degree preferred.
- CPA, CFM, CMA, or other financial designation preferred.
Responsibilities
- Hires, evaluates, and supervises crew.
- Provides guidance and training as necessary to develop crew.
- Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
