Workforce & Portfolio Planning Analyst

Vanguard • Malvern, PA

2d • Hybrid

About The Position

In this role, the Workforce & Portfolio Planning Analyst partners with stakeholders to track IT portfolio investments, maintain budget forecasts, and support workforce planning efforts.

Requirements

• Minimum of two years related work experience.
• Undergraduate degree or equivalent combination of training and experience.

Nice To Haves

• One year of managing a project
• One year of Financial Services or function-specific experience preferred.

Responsibilities

• Support IT annual and quarterly planning activities, including budget development, forecasting, and resource planning.
• Prepare IT portfolio, financial, and workforce reporting for leadership reviews and governance meetings.
• Track portfolio financials and monitor budget performance against approved plans.
• Analyze resource capacity, staffing levels, and workforce demand to identify potential gaps and risks.
• Develop and maintain dashboards, metrics, and reporting tools that provide insights into portfolio health, spending, and resource utilization and escalate issues, risks, or variances as appropriate.
• Identify opportunities to streamline planning, reporting, and workforce management processes through automation and process improvement.
• 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