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Vanguard · 1 month ago

Financial Planning Analyst, Senior Specialist

Malvern, PA

Full-time

Hybrid

Senior Level

6+ years exp

Vanguard is on a mission to work for the long-term financial wellbeing of its clients. The Senior Financial Planning Analyst will serve as a strategic thought leader for enterprise-wide financial planning and analysis, fostering partnerships with stakeholders and synthesizing insights to drive informed decision-making.

FinanceFinancial Services

No H1B

Responsibilities

Leads the execution of the team's critical deliverables, including materials for executive team, QBR decks, Board meeting documents, and various ad-hoc assignments

Ensures precise, clear, and consistent approaches to financial modeling and other team processes. Offers counterpoints and recommendations to guide the team toward substantive improvements

Supports the ideation process and shapes storytelling within the team's executive presentations. Validates story and content alignment with all relevant business unit P&R teams

Acts as the primary point of contact for the corporate P&L and business unit P&R teams across the organization, providing clarifications on a broad range of topics such as Forecast, capital deployment, and capital generation

Assists the team in executing a cyclical calendar of deliverables with foresight and meticulous planning, considering the impact on multiple teams

Formulates and implements strategies to optimize team processes and enhance communication on key frameworks

Engages in special projects and performs additional duties as assigned

Qualification

Financial modelingFinancial analysisFinancial services experienceCPACMACommunication skillsStrategic thinking

Required

Minimum of six years' related work experience

At least two years' financial services industry experience

Undergraduate degree or equivalent combination of training and experience

Preferred

Economics or Finance degree preferred

Graduate degree preferred

CPA, CFM, CMA, or other financial designation preferred

Company

Vanguard

Glassdoor3.7

Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Founded in 1975

Kelayres, Pennsylvania, USA

10001+ employees

http://investor.vanguard.com/corporate-portal

Funding

Current Stage

Late Stage

Total Funding

unknown

Key Investors

ic@3401

2017-03-31Non Equity Assistance

Leadership Team

Salim Ramji

Chief Executive Officer

Andrew Maack

Principal, Head of US Equity Index Portfolio Management

Recent News

IndiaTimes

MSTR stock jumps as Vanguard makes first $505 million investment in Strategy

2026-01-20

PR Newswire

Vanguard Appoints Natalie Lamarque as Chief Legal Officer

2025-09-05

citybiz

Vanguard Managing Director Karin Risi to Retire

2025-03-15

Company data provided by crunchbase