Vendor, Financial & Workforce Planning Analyst

Vanguard; Malvern (Chester County); On-site; USD 85,000 - 120,000; Full time

Job summary

Vanguard's Corporate Systems team seeks a Vendor, Financial & Workforce Planning Analyst to drive financial discipline, workforce strategy, and vendor investments across the subdivision.

In this role, you will partner with senior leaders, FP&A, and procurement to oversee budgets, workforce plans, and operational performance, delivering executive-ready insights and strategic recommendations.

Qualifications

• Strong analytical, financial modeling, problem-solving, and critical thinking skills.
• Strong written, verbal, and executive communication skills.

Responsibilities

• Lead budgeting activities for assigned departments and ensure alignment with strategic priorities.
• Develop and maintain frameworks to manage budgets, investments, workforce plans, and performance.
• Partner with FP&A and leadership to deliver insights, recommendations, and reporting.
• Support continuous planning by analyzing trends, risks, and resources.
• Develop dashboards providing visibility into budgets, workforce trends, and spend.

Skills

Analytical thinking

Financial modeling

Problem solving

Executive communication

Cross-functional collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Excel

PowerPoint

Word

Teams

Job description

Corporate Systems is seeking a Vendor, Financial & Workforce Planning Analyst to help drive financial discipline, operational excellence, and strategic decision-making across the subdivision. This highly visible role partners with senior leaders, FP&A, Procurement, and department managers to manage budgets, workforce plans, vendor investments, and operational performance.

This role offers broad exposure to financial planning, workforce strategy, vendor management, automation, and executive-level decision support.

Core Responsibilities

Financial Planning & Strategic Analysis

• Lead budgeting activities for assigned departments, ensuring alignment with strategic priorities and enterprise objectives.
• Develop and maintain frameworks and processes that enable leaders to proactively manage budgets, investments, workforce plans, and financial performance.
• Partner with FP&A and subdivision leadership to deliver financial insights, investment recommendations, and executive-ready reporting.
• Support continuous planning activities by analyzing financial trends, risks, opportunities, and resource demands.
• Develop reporting and dashboards that provide visibility into budgets, workforce trends, vendor spend, and operational performance.

Automation, AI & Process Improvement

• Drive continuous improvement of financial, workforce, and vendor management processes through automation and AI-enabled solutions.
• Identify opportunities to simplify workflows, improve data quality, reduce manual effort, and increase operational efficiency.
• Leverage tools such as Claude, Microsoft Copilot, and other emerging technologies to enhance reporting, forecasting, analysis, and decision-making.
• Build sustainable mechanisms to capture, communicate, track, and report financial and operational performance.

Workforce Planning & Operational Management

• Support strategic workforce planning activities, including headcount planning, contractor management, location strategy, and capacity forecasting.
• Analyze workforce and financial data to provide recommendations that balance business needs with financial objectives.
• Partner with leadership teams to monitor strategic initiatives, resource utilization, and investment priorities.

Vendor & Contract Management

• Serve as the primary point of contact for vendor activities, supporting managers through onboarding, contracting, approvals, and renewals.
• Execute vendor management governance processes to ensure third-party spend aligns with approved budgets and financial plans.
• Partner with Enterprise Supply Management, Procurement, Accounting, FP&A, and department managers throughout the contract lifecycle.
• Oversee contract approval processes and ensure compliance with Vanguard and subdivision policies and procedures.
• Manage vendor renewals, contract repositories, purchase requests, invoicing support, and financial reconciliations.
• Track, analyze, and report contract, vendor, and spend data to support effective financial management and strategic decision-making.
• Provide guidance and training to managers on procurement, vendor onboarding, and contracting processes.
• Resolve vendor, contracting, invoicing, and payment-related issues in partnership with key stakeholders.

Leadership & Stakeholder Partnership

• Build strong relationships across Corporate Systems, FP&A, Accounting, Enterprise Supply Management, and senior leadership teams.
• Translate complex data into actionable insights and compelling narratives for leadership audiences.
• Influence decision-making through fact-based recommendations and operational expertise.

Qualifications

• Strong analytical, financial modeling, problem-solving, and critical thinking skills.
• Strong written, verbal, and executive communication skills with the ability to translate complex information into actionable insights.
• Advanced proficiency with Microsoft Office products, including Excel, PowerPoint, Word, and Teams.
• Experience managing multiple priorities and delivering high-quality results in a fast-paced environment.
• Demonstrated ability to identify process improvement opportunities and implement scalable solutions.
• Strong organizational skills with attention to detail and commitment to accuracy.
• Ability to build effective partnerships and influence stakeholders across all levels of the organization.
• Experience working with financial data, budgeting, forecasting, purchasing, vendor management, or business operations.
• Minimum three years of related experience with financial planning, procurement, vendor management, business operations, or a related field.
• Undergraduate degree or equivalent combination of training and experience.

Preferred Qualifications

• Experience leveraging AI tools, including Claude, Microsoft Copilot, or similar technologies to improve business outcomes and operational efficiency.
• Experience building dashboards, visualizations, and executive reporting solutions.
• Experience supporting workforce planning, strategic planning, or operational management activities.
• Strong data storytelling skills and ability to present recommendations to senior leadership.
• Demonstrated curiosity and passion for emerging technologies, automation, and AI-enabled ways of working.
• Experience working within large, complex organizations with cross-functional stakeholder groups.

Why This Role Is Unique

• Direct exposure to Corporate Systems senior leadership and strategic decision-making.
• Opportunity to influence significant technology, workforce, and vendor investment decisions.
• Ability to lead automation and AI adoption efforts across financial and operational processes.
• Broad experience spanning financial planning, workforce strategy, vendor governance, operational excellence, and business management.
• High visibility role that builds executive communication, strategic thinking, and leadership capabilities.

Sponsorship

Vanguard is not offering visa sponsorship for this position.