Financial Planning Analyst

Vanguard • Wayne, PA • 5h ago

We're looking for a Financial Planning Analyst to join the team at Vanguard. This role offers the opportunity to provide high-level financial analysis and strategic insights that support forecasting, planning, and issue resolution across the business. You'll collaborate closely with leadership, contribute to meaningful improvements in financial processes, and help drive informed decision-making. If you're someone who thrives in a data-driven environment and enjoys making an impact through financial strategy, this could be a great fit.

Responsibilities:

Create complex financial models and analyses to evaluate business initiatives. Analyze cost estimates and forecasts.

Independently handle the most complex issues and assignments. Develop innovative approaches to analyze and resolve the most difficult problems.

Contribute to the annual planning process and ongoing quarterly forecasts. Own and validate the rationale for multi-year financial forecasts of revenue, operating expenses, assets, and cash flow. Develop strategic reporting to provide financial and performance insights to senior leadership. Analyze data and recommend options to improve business performance and align with strategy.

Develop measures for evaluating key business performance, projects, and investments.

Conduct ad hoc and periodic evaluations to assess the profitability of product lines and distribution channels. Provide guidance and support to contribute to the financial development and growth of the team.

Participate in special projects and perform other duties as assigned.

Qualifications

Five years related work experience.

Undergraduate degree or equivalent combination of training and experience. Economics or Finance degree preferred. Graduate degree preferred.

CPA, CFM, CMA, or other financial designation preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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