Strategic FP&A Analyst: Forecasting & Insights

Vanguard Charitable Endowment Program; Malvern (Chester County); Vor Ort; USD 80.000 - 110.000; Vollzeit

Zusammenfassung

Vanguard Charitable Endowment Program in Malvern, PA seeks a Financial Analyst (FP&A) to partner across Finance, Accounting, HR, Technology and leadership. You will forecast, budget, model financials, and support strategic decisions with actionable insights.

You’ll develop business cases, run ROI analyses, and deliver executive reporting using Sage Intacct, Power BI and Excel. Strong analytical skills and cross-functional collaboration are essential.

Qualifikationen

• Two years of FP&A, corporate finance, or related analysis experience.
• Experience building financial models and forecasting insights.
• Experience in nonprofit, financial services, wealth management, or donor-advised funds preferred.

Aufgaben

• Support annual budgeting and rolling forecasts; maintain operating expense, headcount, revenue models.
• Develop business cases and ROI analyses for initiatives and tech investments.
• Produce executive/board reporting; build dashboards and KPIs with Sage Intacct, Power BI, Excel.
• Link workforce planning to organizational priorities and forecast headcount.
• Improve processes, data quality, and reporting frameworks with cross-functional partners.

Kenntnisse

Forecasting

Budgeting

Financial modeling

Cross-functional partner

Excel analysis

Analytical thinking

Ausbildung

Bachelor’s degree in Finance or related field

Tools

Sage Intacct

Power BI

Tableau

Excel

Jobbeschreibung

Vanguard Charitable Endowment Program in Malvern, PA seeks a Financial Analyst (FP&A) to partner across Finance, Accounting, HR, Technology and leadership. You will forecast, budget, model financials, and support strategic decisions with actionable insights.

You’ll develop business cases, run ROI analyses, and deliver executive reporting using Sage Intacct, Power BI and Excel. Strong analytical skills and cross-functional collaboration are essential.