Vanguard

Financial Services

LeadFinancialPlanningAnalyst-WorkplaceSolutions

$155–215k ~AI est. Malvern, Pennsylvania, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Lead candidates.

The Brief

“Lead Financial Planning Analyst- Workplace Solutions at Vanguard. Skills: Financial planning, Financial analysis, Strategic influence. Lead initiatives and goals. Conduct complex analyses”

What You'll Achieve.

Inform key business decisions; Support business cases; Support competitive intelligence; Support due diligence efforts

Industry & Context.

Financial Services
Problems you'll solve

Complex financial analysis; Strategic impact; Business cases; Competitive intelligence; Due diligence

Eligibility Requirements

No visa sponsorship

What They're Looking For.

Must Have

Five years' related work experience, Two years' financial services industry experience

Nice to Have

Economics or Finance degree preferred, Graduate degree preferred, CPA, CFM, CMA, or other financial designation preferred

What You'll Do.

Lead initiatives and goals

Conduct complex analyses

Provide thought leadership

Conduct evaluation reviews

Establish subject matter expertise

Create presentations for senior leaders

Own enterprise channel and product costing models

Implement systematic approach to maintaining models

Provide support and input into client and product

Manage responses to requests for information

Identify opportunities to improve financial services delivery

Implement procedural changes

Structure and manage projects

Support financial development and growth of the team

Participate in special projects

How You'll Work.

Team & Collaboration

Partnering with senior stakeholders; Coaching junior talent; Informal people leadership

Communication Scope

Executive deliverables; Board-level reporting; Presentations

Process & Methodology

Project management

Full Job Description

This Lead Financial Analyst role offers the opportunity to shape financial strategy for Vanguard’s Workplace Solutions division, blending hands-on planning leadership with strategic influence at the executive level. The position drives long-term planning, investment prioritization, and high-visibility deliverables while partnering closely with senior stakeholders. It also provides a platform for informal leadership, coaching junior talent while delivering impactful insights that inform key business decisions. This role will combine planning leadership, strategic ownership, and informal people leadership, including: * Owning long-term planning and influencing forward-looking divisional strategy and investment prioritization * Leading planning cycles and executive deliverables, including forecast oversight, QBRs, and board-level reporting (10Q/10K), while informally developing and coaching S1/S2 analysts and AFP participants. * Driving strategic impact and insights, supporting business cases, competitive intelligence, and select due diligence efforts **Responsibilities:** * Leads initiatives and goals focusing on complex financial analysis supporting enterprise or divisional stakeholders. Conducts complex analyses such as forecasting and financial modeling. * Provides thought leadership to the development of financial methodologies and approaches. Conducts ad hoc and periodic evaluation reviews to help assess the profitability of product lines and distribution channels. * Establishes and deploys subject matter expertise across the financial, accounting and regulatory areas to support complex client matters. Creates presentations for senior leaders to inform on financial performance. * Owns enterprise channel and product costing models and the production of end user cost matrices for internal team use. Implements systematic approach to maintaining and continuously improve the models. Provides support and input into client and product pricing. * Manages responses to req

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