Lead Financial Planning Analyst- Marketing/Communications jobs in United States
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Vanguard ยท 4 weeks ago

Lead Financial Planning Analyst- Marketing/Communications

positionMalvern, PA
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Vanguard is a mission-driven organization focused on the long-term financial wellbeing of its clients. They are seeking a Lead Financial Planning Analyst to support the marketing and communications teams through financial forecasting, performance analysis, and strategic decision support.

FinanceFinancial Services
badNo H1Bnote

Responsibilities

Lead monthly close, forecasting, and annual planning processes for marketing budgets
Provide variance analysis and actionable insights to senior leadership on marketing performance versus plan
Support strategic planning and scenario analysis for marketing investments
Develop and maintain dynamic financial models to evaluate marketing spend efficiency and channel performance
Leverage data-driven insights to influence senior leadership decisions and guide strategic marketing investment
Drive automation and scalability in forecasting, reporting, and performance tracking
Identify opportunities to enhance financial processes and tools for marketing analytics
Lead projects and ad hoc initiatives to improve marketing decision-making
Prepare clear, concise presentations and narratives for leadership, highlighting performance drivers, risks, and opportunities
Collaborate with cross-functional teams (Marketing Ops, Data Analytics, Strategy) to ensure consistent measurement and reporting
Balance competing priorities and maintain alignment with overarching business objectives

Qualification

Financial modelingAdvanced ExcelMarketing analyticsFinancial services experienceData-driven insightsProcess improvementPresentation skills

Required

Minimum of five years' related work experience
At least two years' financial services industry experience
Undergraduate degree or equivalent combination of training and experience
Advanced excel and financial modeling skills required

Preferred

Economics or Finance degree preferred
Experience in marketing or marketing analytics is considered a strong asset

Company

Vanguard

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Glassdoor3.7
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Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
dateFounded in 1975
location
Kelayres, Pennsylvania, USA
people-size10001+ employees
web-link
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

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Salim Ramji
Chief Executive Officer
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Andrew Maack
Principal, Head of US Equity Index Portfolio Management
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Recent News

PR Newswire
Vanguard Appoints Natalie Lamarque as Chief Legal Officer
2025-09-05
citybiz
Vanguard Managing Director Karin Risi to Retire
2025-03-15
PR Newswire
Vanguard to Establish New Advice & Wealth Management Division Led by Industry Veteran Joanna Rotenberg
2025-03-14
Company data provided by crunchbase