Senior Financial Analyst- FP&A, Malvern, PA

The Vanguard Group; Malvern (Chester County); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

PTO 23 days

Mentoring

Career growth

Ethical culture

Job summary

Vanguard is seeking a Financial Analyst to partner with senior leaders, develop analyses and models, and support annual planning. You will own multi-year forecasts and present quarterly reviews.

The role requires 5+ years FP&A, a bachelor’s degree, and strong Excel/Word skills, with experience in Oracle Cloud, Hyperion Essbase, and PeopleSoft. This is a hybrid position in Malvern, PA.

Qualifications

• Bachelor's degree required; graduate degree or professional certification preferred.
• Minimum five years of FP&A or equivalent experience.
• Proven initiative, ability to work independently and drive solutions.
• Broad Vanguard business knowledge preferred; financial services exp. helpful.
• Excellent written and oral communication; strong analytical skills.
• Proficiency with Excel and Word; experience with Oracle Cloud, Hyperion Essbase, PeopleSoft.

Responsibilities

• Prepare financial analyses and models to support strategic initiatives and investments.
• Perform cost-benefit analyses and profitability analyses for business segments.
• Develop financial measures and support annual planning and quarterly forecasts.
• Present finance reviews to senior leadership and explain variances.

Skills

Excel

Word

Analytical

Communication

Leadership

Interpersonal

Education

Bachelor's degree

Graduate degree or CPA/CFM/CMA

Tools

Oracle Cloud

Hyperion Essbase

PeopleSoft Financials

Job description

Vanguard Financial Analyst Role

Vanguard is a business that operates on trust – trust that we focus on the client, trust that assets are safe from fraud, and trust that we employ intelligent, ethical, and informed crew. That’s why we hire best-in-class financial minds to conduct thorough research and recommend the right course of action. Vanguard is currently seeking one such expert to partner with our businesses. Vanguard’s Financial Analysts provide consultative support to our internal clients by preparing analyses and models that allow them to make the right strategic decisions. In this role, you’ll collaborate with senior leaders to understand their business’ financial needs and aid in the annual planning process. In this role, you’ll be an integral part of the business landscape and a steward of Vanguard’s success.

Responsibilities

• Partner with Senior Leadership and their management teams to prepare financial analyses and models that assist in the evaluation of strategic business initiatives, capital investments, new/existing clients and new products and services within Vanguard's business units.
• Analysis may include: pricing clients, new products and services; cost-benefit analysis using the discounted cash flow method (or other appropriate methods) to quantify the impact on Vanguard's projected revenue, operating expenses, assets and cash flow and to assist in the prioritization of investment spending and/or business initiatives; client and business segment profitability analysis using appropriate activity based costing methods to allocate revenue and expenses.
• Be assigned to work on the most complex issues/assignments and does so very independently and without much guidance from their manager. Is able to create new ways to analyze/solve/discuss the most difficult problems/challenges faced by their clients.
• Develop and cultivates relationships with new and existing internal business clients to understand their business and ongoing financial analysis needs.
• Develop financial and non-financial measures of business performance for evaluation and control of projects and investments.
• Engage in and contributes to the annual planning process and on-going quarterly forecasts, taking full ownership of: understanding and validating the rationale for the multi-year financial forecast of revenue, operating expenses, assets and cash flow; being able to explain variances to previously communicated forecasts; preparing and presenting quarterly finance review presentations to the Senior Leadership team of the business area(s) you support as appropriate.
• Prepare and disseminate timely and accurate financial information to allow for efficient use and control over financial resources of a business unit, project, service, etc.

Qualifications

• Undergraduate degree required.
• Graduate degree and/or Professional Certification (CPA, CFM or CMA) preferred.
• Minimum five years of directly related FP&A (or equivalent) experience required.
• A demonstrated ability to take initiative, work independently and drive solutions.
• A broad knowledge and perspective of Vanguard business preferred.
• Experience in financial services industry or consulting preferred.
• Proficiency with Microsoft Excel and Word.
• Experience in Oracle Cloud, Hyperion Essbase and PeopleSoft Financials.
• Strong problem solving and analytical skills.
• Excellent communication skills (Written and Oral).
• Ability to quickly become knowledgeable in current and future policies, practices, trends, and information affecting Vanguard's business and the organization.
• Excellent leadership and interpersonal skills.

Special Factors

• Vanguard is not offering visa sponsorship for this role.
• Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.

Benefits & Perks

• Work-life balance and flexibility – starting employees receive 23 days of PTO.
• Access to industry experts, leading-edge research, and courses from award winning Vanguard University®.
• Opportunities to mentor others and implement change.
• An ethical company that manages products in the sole interest of their clients.
• Access to leaders who provide industry knowledge, career coaching, and mentoring.
• A culture of promoting internally, including leadership roles, project management positions, Director roles, and other related functions.

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.