Senior FP&A Lead, Personal Wealth Controls & Money Movement

Vanguard; Neptune (OH); Híbrido; USD 90.000 - 130.000; Tempo integral

Resumo da vaga

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Financial analysis

Forecasting

Stakeholder management

Regulatory awareness

Formação

Bachelor's degree in Economics/Finance

Graduate degree preferred

Descrição da vaga

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.