Personal Wealth FP&A - Lead Financial Analyst: Controls & Enablement and Money Movement

Archer; Malvern (Chester County); Hybrid; USD 110,000 - 170,000; Full time

Job summary

Archer, in partnership with Vanguard, is seeking an S3 Lead Financial Analyst to support Controls & Enablement and Money Movement. You will provide financial planning, forecasting, reporting, and decision support across risk management, governance, client protection, and money movement priorities.

The role requires translating complex control initiatives into clear financial insights, building headcount and vendor plans, and supporting governance decisions within a cross-functional setting.

Qualifications

• Five+ years of related FP&A experience in financial services or equivalent.
• Experience translating controls, risk, and money movement topics into financial insights.
• Ability to develop business cases and headcount/vendor planning.
• Strong cross-functional relationship-building with Finance, Risk, Product, and Technology.

Responsibilities

• Lead complex financial analyses, forecasting, and modeling for enterprise or divisional stakeholders.
• Develop financial methodologies and evaluation reviews to assess profitability of product lines and channels.
• Create presentations for senior leaders on financial performance and strategic impact.
• Own costing models and pricing input, and improve end-user cost matrices.

Skills

FP&A fundamentals

Forecasting

Financial modeling

Variance analysis

Business case development

Stakeholder management

Education

Bachelor’s degree in Economics or Finance

Graduate degree preferred

Job description

Archer is collaborating with Vanguard to connect them with exceptional professionals for this role.

The Personal Wealth FP&A team is seeking an S3 Lead Financial Analyst to support Controls & Enablement and Money Movement. This highly visible role will partner with business leaders to provide financial planning, forecasting, reporting, and decision support across risk management, supervision, governance, client protection, and money movement priorities. The analyst will help translate complex operational and control-related initiatives into clear financial insights, including business cases, headcount and vendor planning, investment governance support, and cost/benefit analysis. This role is well-suited for someone who can connect financial discipline with strategic priorities, influence cross-functional partners, and support leadership decisions that strengthen client trust, regulatory confidence, and disciplined execution. This role is a great for someone who:

• Brings strong FP&A fundamentals across forecasting, planning, reporting, variance analysis, and business case development.
• Can translate complex controls, risk, and money movement topics into clear financial insights and leadership‑ready recommendations.
• Builds strong relationships with business, PW Segment, Finance, Risk, Product, and Technology partners.
• Is comfortable navigating ambiguity, shaping new processes, and bringing structure to evolving priorities.
• Has a strategic mindset and can evaluate trade‑offs across client experience, risk management, cost, capacity, and business value.

Core 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.