Strategic FP&A Lead: Forecasting & Cost Modeling

The Vanguard Group; Neptune (WI); Hybrid; USD 110,000 - 170,000; Full time

Job summary

The Vanguard Group is seeking an FP&A professional to support Vanguard's Personal Wealth Controls & Enablement and Money Movement space, partnering with business leaders to drive financial planning, forecasting, reporting, and strategic decision-making across risk, governance, client protection and operational priorities.

This role translates complex business challenges into actionable insights, influences cross-functional stakeholders, and helps leadership make informed investment and resource

Qualifications

• Five years of related experience, with two years in financial services.
• Undergraduate degree or equivalent training/experience.
• Economics or Finance degree preferred; graduate degree preferred.
• CPA, CFM, CMA or other financial designation preferred.

Responsibilities

• Lead complex financial analyses for enterprise or divisional stakeholders.
• Forecasting and financial modeling to inform decisions.
• Develop financial methodologies and approaches.
• Evaluate profitability of product lines and distribution channels.
• Create presentations for senior leaders on financial performance.
• Own cost models and input pricing analyses for internal teams.
• Support cross-functional pricing and information requests.

Education

Bachelor's degree or equivalent

Economics/Finance degree preferred

Graduate degree preferred

Job description

The Vanguard Group is seeking an FP&A professional to support Vanguard's Personal Wealth Controls & Enablement and Money Movement space, partnering with business leaders to drive financial planning, forecasting, reporting, and strategic decision-making across risk, governance, client protection and operational priorities.

This role translates complex business challenges into actionable insights, influences cross-functional stakeholders, and helps leadership make informed investment and resource