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

Vanguard; Neptune (OH); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Vanguard is seeking a highly experienced FP&A professional to support Personal Wealth Controls & Enablement and Money Movement. You will partner with business leaders to drive planning, forecasting, reporting, and strategic decision-making across risk and governance priorities.

The role requires translating complex challenges into actionable insights, influencing stakeholders, and supporting leadership in investment and resource decisions to strengthen client trust and enterprise value.

Qualifications

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

Responsibilities

• Leads complex financial analyses like forecasting and modeling for enterprise or divisional stakeholders.
• Develops financial methodologies and conducts evaluation reviews of profitability by product lines and channels.
• Creates presentations for senior leaders on financial performance and strategic decisions.
• Maintains cost models and input into client/product pricing; supports end-user cost matrices.

Skills

Financial analysis

Forecasting

Stakeholder management

Regulatory awareness

Education

Bachelor's degree in Economics/Finance

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.