Director of Financial Planning & Analysis (FP&A) Technology at Vanguard

Malvern, Pennsylvania, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Minimum of eight (8) years’ related work experience, including at least three years managing innovation and transformation within FP&A or finance technology
Proven ability to lead teams through change and deliver technology solutions for finance functions
Success partnering with senior finance management and FP&A to drive process and systems improvements
Outstanding communication and influencing skills, with a strategic approach and passion for technology-enabled transformation
Technical understanding of Oracle EPM with history of optimization and sustained innovation
Undergraduate degree required; graduate degree preferred

Responsibilities

Lead and develop a high-performing technology team dedicated to FP&A, including hiring, evaluating, mentoring, and fostering professional growth and continuous improvement
Partner strategically with FP&A leadership and senior finance executives to understand business needs and translate them into effective technology solutions
Oversee the modernization and optimization of FP&A systems, implementing best practices and using emerging technologies, including AI and advanced analytics
Build strong relationships with senior management and finance partners, serving as a trusted advisor and driving consensus around technology and process change
Define and implement the technology strategy and roadmap for FP&A, prioritizing projects that deliver measurable improvements in efficiency and insight
Champion adoption of new systems and processes, supporting FP&A teams through transformation
Advance the use of data and analytics to enhance FP&A’s ability to provide timely, accurate financial insights
Promote standard methodologies and proactively review systems to ensure ongoing optimization and alignment with business needs
Play a critical role in finance business planning and prioritization, ensuring technology supports organizational objectives
Lead and contribute to high-impact FP&A technology projects as needed

Skills

Data Analytics

Advanced Analytics

Financial Planning

Budgeting

Forecasting

Financial Reporting

Systems Modernization

Technology Strategy

Team Leadership

Stakeholder Engagement

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

Land your dream remote job 3x faster with AI

Try Jobo Free