Lead Financial Planning Analyst (Workplace Solutions)

Vanguard; Malvern (Chester County); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vanguard seeks a Lead Financial Analyst for Workplace Solutions FP&A (SCOPE) to provide strategic financial support across Strategy, Client Offer, Product and Enablement. You will lead complex analyses, forecasting, and profitability assessments, delivering insights to inform growth and investment decisions.

The role emphasizes pricing strategy, incentive alignment, client segmentation profitability, and cross-functional collaboration with senior leaders in a hybrid work model.

Qualifications

• Minimum of five years of related work experience, with at least two years in financial services.
• Undergraduate degree in Economics or Finance; graduate degree preferred.
• CPA, CFM, CMA or other financial designation preferred.

Responsibilities

• Leads initiatives and goals focusing on complex financial analysis for enterprise or divisional stakeholders.
• Conducts forecasting and financial modeling to support decisions.
• Provides thought leadership in financial methodologies and approaches.
• Evaluates profitability of product lines and channels through ad hoc reviews.
• Produces presentations for senior leaders on financial performance.
• Manages pricing inputs and responses to information requests from internal clients.

Skills

Financial analysis

Forecasting

Financial modeling

Stakeholder communication

Accounting/finance

Education

Bachelor's in Economics or Finance

Graduate degree preferred

CPA/CFM/CMA or equivalent

Tools

Excel

Job description

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.