Manager, Financial Planning & Analysis

Vanguard Group, Inc.; Malvern (Chester County); Hybrid; USD 140,000 - 190,000; Full time

Job summary

Vanguard Group, Inc. is seeking a Manager to lead a team of analysts within Workplace Solutions FP&A. You will drive high-impact strategic analysis across plan sponsor sales, shaping growth, pricing, and optimization of the Workplace business.

This role emphasizes building a high-performing, insight-driven FP&A team. You will oversee complex financial analyses, develop methodologies, and present findings to senior leaders, influencing product and channel profitability and pricing strategies.

Qualifications

• Five years of FP&A experience with at least 2 years in financial analysis.
• Supervisory experience preferred.
• Undergraduate degree in Finance or Accounting or equivalent.
• Finance or accounting designation preferred.

Responsibilities

• Lead a team of analysts and drive high-impact strategic analysis.
• Perform forecasting and financial modeling for enterprise or divisional stakeholders.
• Develop financial methodologies and perform ad hoc and periodic reviews of profitability.
• Create presentations for senior leaders on financial performance.
• Own cost models and support pricing decisions for channels and products.
• Coordinate information requests and summarize results aligned to business strategy.
• Identify opportunities to improve financial services delivery and manage projects.

Skills

Team leadership

Financial analysis

Forecasting

Strategic pricing

Education

Bachelor's degree in Finance or Accounting

CPA/CFM/CMA or equivalent

Tools

Excel

Job description

Vanguard’s Workplace Solutions (VWS) B2B Sales FP&A team is seeking a Manager to lead a team of analysts and drive high-impact strategic analysis across the plan sponsor sales ecosystem. This role plays a critical part in shaping how we grow, price, and optimize our Workplace business while building a high-performing, insight-driven FP&A team

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.

Qualifications

• Five years’ related work experience within FP&A, with at least 2 years financial analysis experience. Supervisory experience strongly preferred.
• Undergraduate degree or equivalent combination of training and experience. Finance or Accounting 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.