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

The Vanguard Group; Neptune (WI); Hybrid; USD 110,000 - 170,000; Full time

Job summary

The Vanguard Group is seeking an FP&A professional to support Vanguard's Personal Wealth Controls & Enablement and Money Movement space, partnering with business leaders to drive financial planning, forecasting, reporting, and strategic decision-making across risk, governance, client protection and operational priorities.

This role translates complex business challenges into actionable insights, influences cross-functional stakeholders, and helps leadership make informed investment and resource

Qualifications

• Five years of related experience, with two years in financial services.
• Undergraduate degree or equivalent training/experience.
• Economics or Finance degree preferred; graduate degree preferred.
• CPA, CFM, CMA or other financial designation preferred.

Responsibilities

• Lead complex financial analyses for enterprise or divisional stakeholders.
• Forecasting and financial modeling to inform decisions.
• Develop financial methodologies and approaches.
• Evaluate profitability of product lines and distribution channels.
• Create presentations for senior leaders on financial performance.
• Own cost models and input pricing analyses for internal teams.
• Support cross-functional pricing and information requests.

Education

Bachelor's degree or equivalent

Economics/Finance degree preferred

Graduate degree preferred

Job description

This is a highly visible FP&A opportunity supporting Vanguard's Personal Wealth Controls & Enablement and Money Movement space, partnering with business leaders to drive financial planning, forecasting, reporting, and strategic decision-making across risk, governance, client protection, and operational priorities. The role is ideal for a finance professional who can translate complex business challenges into actionable financial insights, influence cross-functional stakeholders, and help leadership make informed investment and resource decisions that enhance client trust, strengthen controls, and support enterprise priorities.

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.