Lead Financial Planning Analyst (Workplace Solutions)

The Vanguard Group; Malvern (Chester County); Hybride; USD 95 000 - 130 000; Plein temps

Résumé du poste

Vanguard is seeking a Lead Financial Analyst to provide strategic FP&A support to the Workplace Solutions team in Malvern. You will partner across Strategy, Client Offer, Product and Enablement to drive profitable growth and guide investment decisions.

The role focuses on sales incentive and pricing strategies, client segmentation, and overseeing complex financial analyses, forecasting, and modeling for enterprise stakeholders. A strong leadership mindset and collaboration are essential.

Qualifications

• Minimum of five years’ related work experience, with at least two years’ financial services industry experience.
• 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.

Responsabilités

• 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.

Connaissances

Financial analysis

Forecasting

Financial modeling

Communication

Formation

Bachelor's degree in Economics or Finance

Graduate degree preferred

CPA/CFM/CMA or other designation preferred

Description du poste

As a member of the Workplace Solutions FP&A team, this Lead Financial Analyst will provide strategic financial support to the Strategy, Client Offer, Product, and Enablement (SCOPE) organization within Workplace Solutions. The role will partner across the business to deliver insights that inform profitable growth, commercial strategy, and investment decisions, with primary responsibilities including:

Sales Compensation Strategy

Evaluate incentive compensation economics and effectiveness across Recordkeeping and investment sales, advice, and cross-selling opportunities to strengthen alignment between compensation investment and business outcomes.

Pricing Strategy

Provide financial insights to inform Recordkeeping pricing strategy, with a focus on mitigating fee compression, protecting margins, and identifying opportunities to generate incremental revenue.

Client Segmentation Strategy

Evaluate profitability and unit economics across client segments to identify where Full Service Recordkeeping can win profitably and how clients can be acquired and served efficiently at scale.

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.
• 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.

Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.