Vanguard · 8 hours ago
Manager, Financial Planning & Analysis
Malvern, PA
Full-time
Hybrid
Mid, Senior Level
5+ years expVanguard is a leading investment management company focused on the long-term financial wellbeing of its clients. They are seeking a Manager for their Workplace Solutions B2B Sales FP&A team to lead analysts and drive strategic financial analysis, impacting the growth and optimization of their Workplace business.
FinanceFinancial Services
No H1B
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
Qualification
Required
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
Supervisory experience strongly preferred
Preferred
Finance or Accounting degree preferred
CPA, CFM, CMA, or other financial designation preferred
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey 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
2026-01-20
2025-09-05
2025-03-15
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