Senior Financial Analyst- FP&A, Malvern, PA

Vanguard; Malvern (Chester County); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Industry experts

Mentorship programs

Ethical culture

23 days PTO

Internal promotion culture

Job summary

Vanguard seeks a skilled Financial Analyst to partner with senior leadership and prepare analytical models for strategic initiatives in Malvern. You will support multi-year forecasts, assess revenue and expenses, and drive quarterly planning with ownership of finance reviews.

Ideal candidates bring 5+ years in FP&A within financial services or consulting, strong Excel/Oracle skills, and the ability to work independently in a hybrid environment.

Qualifications

• Undergraduate degree required.
• Graduate degree and/or professional certification preferred (CPA/CFM/CMA).
• Minimum five years of FP&A experience or equivalent.
• Strong initiative, independence and problem solving.
• Experience in financial services industry or consulting preferred.

Responsibilities

• Partner with senior leadership to prepare financial analyses and models.
• Quantify impact on revenue, expenses, assets, and cash flow.
• Prepare multi-year forecasts and quarterly finance reviews.
• Develop financial and non-financial performance measures for projects.

Skills

Analytical skills

Communication skills

Leadership

Interpersonal skills

Initiative

Independent work

Financial services knowledge

Excel

Word

Education

Undergraduate degree

Graduate degree or professional certification (CPA, CMA, CMA)

Tools

Oracle Cloud

Hyperion Essbase

PeopleSoft Financials

Job description

About Vanguard

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.

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.

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.

Benefits

• 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.
• Work-life balance and flexibility - starting employees receive 23 days of PTO.
• 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.

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 Factor

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

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 lo