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Vanguard · 3 months ago

Lead Financial Planning Analyst- FP&A

Malvern, PA

Full-time

Hybrid

Senior Level

5+ years exp

Vanguard is a company dedicated to changing the way the world invests, focusing on making success accessible to everyone. They are seeking a Lead Financial Planning Analyst to provide financial analysis and insights that support strategic decision making for senior leadership.

FinanceFinancial Services

No H1B

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

Qualification

Financial analysisFinancial modelingFinancial services experienceEconomic analysisFinancial designationsAnalytical skillsStorytelling skillsProject management