Lead Financial Planning Analyst (FP&A/CX)
Vanguard•3d ago
United StatesHybridFull-timeMid Level5+ yrs exp
Top focus
Fpna AnalystFinancial Analyst
The Client Experience (CX) Financial Analyst plays a critical role in enabling value-based product investment decisions by linking capital deployment to client outcomes and business performance. This role partners across Vanguard's Workplace Solutions division's cross-channel CX teams, full stack digital product ecosystem, and Enterprise Transformation Office and Personal Wealth CX teams to drive investment transparency, prioritization rigor, and outcome-based decision-making that supports client-led growth, retention, and enterprise value creation
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
Qualifications
- Minimum of five years’ related work experience, with at least two years financial services industry experience.
- Proven track record of influencing stakeholders and driving measurable business outcomes in a cross-functional environment.
- Demonstrated high learning agility with the ability to quickly ramp in complex, fast-paced environments and apply new concepts effectively.
- Exceptional communication and stakeholder engagement skills, with the ability to translate complex financial concepts into clear, actionable insights for senior audiences.
- Deep understanding of digital product management framework; familiarity with client experience metrics and comfortable working with large datasets to generate insights.
- Undergraduate degree or equivalent combination of training and experience.
- Economics or Finance degree preferred.
- Graduate degree preferred.
- CPA, CFM, CMA, or other financial designation preferred.
- Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.
- About Vanguard At Vanguard, we don't just have a mission—we're on a mission.
- To work for the long-term financial wellbeing of our clients.
- To lead through product and services that transform our clients' lives.
- To learn and develop our skills as individuals and as a team.
- From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
- How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
- We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Required skills
financial analysisforecastingfinancial modelingfinancial methodologiesclient experience metricsdigital product management