Senior Financial Analytics & Insights Lead

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

Job summary

Vanguard Group in Malvern, PA, is seeking a seasoned data analytics professional to drive financial insights and cost optimization across banking services. You will analyze budgets, forecasts, and performance results, and translate findings into actionable recommendations for stakeholders in FP&A, procurement, and accounting.

The role requires 5+ years of related experience, strong analytical and communication skills, and the ability to build cross-functional relationships.

Qualifications

• Minimum of five years related work experience in data analytics, finance, accounting, procurement, supplier management, or a comparable discipline.
• Undergraduate degree or equivalent combination of training and experience.
• Strong analytical, problem‑solving, project‑management, and communication skills, with demonstrated ability to translate complex information into business recommendations.
• Demonstrated ability to manage analytical work from requirements gathering and research through implementation and recurring process ownership.
• Ability to build effective cross‑functional relationships and communicate clearly with business partners and senior leaders.

Responsibilities

• Applies financial and business acumen to evaluate banking-service costs, contractual terms, budgets, forecasts, and performance results, to identify trends, variances, risks, efficiencies, and cost‑saving opportunities.
• Engages with internal partners to understand business strategy, questions and goals.
• Brings structure to business requests, translates requirements into an analytical project approach, and leads projects through completion.
• Delegates tasks and provides tactical and strategic guidance to peers.
• Partners across Corporate Accounting, Financial Planning & Analysis (FP&A), Enterprise Supply Management (ESM), Accounts Payable, relationship management, and other business teams to ensure analytical recommendations appropriately consider financial, accounting, procurement, contractual, supplier, and operational impacts.
• Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.
• Performs analyses of historical data to surface trends and insights using advanced analytical methods.
• Validates analytical techniques employed by other analysts.
• Leverages advanced tools, including Excel, Power BI, Tableau, SQL, and similar technologies, to analyze complex financial, operational, provider, and performance data and develop scalable reporting solutions, models, dashboards, and scorecards.
• Prepares and delivers visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
• Develops, owns and manages recurring analytic or reporting processes.
• Standardizes and automates analytical and operational workflows, strengthens controls and transparency, documents methodologies, and promotes scalable, consistent, and repeatable practices.
• Mentors, coaches, trains, and develops junior data analysts.
• Proactively expands knowledge of business and analytics and shares with team members.
• Shares and documents best practices.
• Participates in special projects and performs other duties as assigned.

Skills

Data analytics

Finance understanding

Project management

Communication

Cross-functional collaboration

Education

Bachelor's degree

Tools

Excel

Power BI

Tableau

SQL

Job description

Vanguard Group in Malvern, PA, is seeking a seasoned data analytics professional to drive financial insights and cost optimization across banking services. You will analyze budgets, forecasts, and performance results, and translate findings into actionable recommendations for stakeholders in FP&A, procurement, and accounting.

The role requires 5+ years of related experience, strong analytical and communication skills, and the ability to build cross-functional relationships.