Financial Planning Analyst, Senior Specialist at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

NoVisa

Financial ServicesIndustries

Requirements

Minimum of six years’ related work experience, with at least two years’ financial services industry 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

Responsibilities

Leads the execution of the team’s critical deliverables, including materials for executive team, QBR decks, Board meeting documents, and various ad-hoc assignments
Ensures precise, clear, and consistent approaches to financial modeling and other team processes; offers counterpoints and recommendations to guide the team toward substantive improvements
Supports the ideation process and shapes storytelling within the team’s executive presentations; validates story and content alignment with all relevant business unit P&R teams
Acts as the primary point of contact for the corporate P&L and business unit P&R teams across the organization, providing clarifications on topics such as Forecast, capital deployment, and capital generation
Assists the team in executing a cyclical calendar of deliverables with foresight and meticulous planning, considering the impact on multiple teams
Formulates and implements strategies to optimize team processes and enhance communication on key frameworks
Engages in special projects and performs additional duties as assigned
Serves as the primary liaison and strategic thought leader for enterprise-wide financial planning and analysis, fostering strong partnerships with key stakeholders; synthesizes critical inputs and insights to craft a unified, compelling narrative on financial performance that drives alignment and informed decision-making

Skills

Key technologies and capabilities for this role

Financial PlanningFP&AFinancial ModelingForecastingP&L ManagementExecutive PresentationsStorytellingCapital DeploymentProcess OptimizationQBRBoard Materials

Questions & Answers

Common questions about this position

What experience is required for the Financial Planning Analyst, Senior Specialist role?

A minimum of six years’ related work experience is required, including at least two years in the financial services industry. An undergraduate degree in Economics or Finance is preferred, with a graduate degree also preferred, along with certifications like CPA, CFM, or CMA.

Is visa sponsorship available for this position?

Vanguard is not offering visa sponsorship for this position.

What is the work arrangement at Vanguard?

Vanguard has implemented a hybrid working model for the majority of crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

What is Vanguard's company culture like?

Vanguard emphasizes a mission-driven and highly collaborative culture that supports long-term client outcomes and enriches the employee experience, with a focus on learning and development as individuals and as a team.

What salary or compensation does this role offer?

This information is not specified in the job description.

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.

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