Senior FP&A Lead - Strategy, Pricing & Growth

Vanguard; Malvern (Chester County); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vanguard seeks a Lead Financial Analyst for Workplace Solutions FP&A (SCOPE) to provide strategic financial support across Strategy, Client Offer, Product and Enablement. You will lead complex analyses, forecasting, and profitability assessments, delivering insights to inform growth and investment decisions.

The role emphasizes pricing strategy, incentive alignment, client segmentation profitability, and cross-functional collaboration with senior leaders in a hybrid work model.

Qualifications

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

Responsibilities

• Leads initiatives and goals focusing on complex financial analysis for enterprise or divisional stakeholders.
• Conducts forecasting and financial modeling to support decisions.
• Provides thought leadership in financial methodologies and approaches.
• Evaluates profitability of product lines and channels through ad hoc reviews.
• Produces presentations for senior leaders on financial performance.
• Manages pricing inputs and responses to information requests from internal clients.

Skills

Financial analysis

Forecasting

Financial modeling

Stakeholder communication

Accounting/finance

Education

Bachelor's in Economics or Finance

Graduate degree preferred

CPA/CFM/CMA or equivalent

Tools

Excel

Job description

Vanguard seeks a Lead Financial Analyst for Workplace Solutions FP&A (SCOPE) to provide strategic financial support across Strategy, Client Offer, Product and Enablement. You will lead complex analyses, forecasting, and profitability assessments, delivering insights to inform growth and investment decisions.

The role emphasizes pricing strategy, incentive alignment, client segmentation profitability, and cross-functional collaboration with senior leaders in a hybrid work model.