Lead Financial Planning Analyst- FP&A at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Finance, Investment ManagementIndustries

Requirements

Minimum of five years’ related work experience, with at least two years’ financial services industry experience
Experience on a Business Unit FST preferred
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 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 requests for information related to internal business statistics and trends
Engages appropriate resources to support requests, determines appropriate sources of information, collects, compiles, interprets, analyzes and summarizes results in alignment with the overall business strategy
Identifies opportunities to improve the delivery of financial services to internal clients and implements procedural changes, as needed
Structures and manages projects and ad-hoc requests
Supports the financial development and growth of the team
Participates in special projects and performs other duties as assigned

Skills

Key technologies and capabilities for this role

Financial ModelingForecastingFinancial AnalysisCosting ModelsProfitability AnalysisFinancial PresentationsPricing AnalysisData Analysis

Questions & Answers

Common questions about this position

What qualifications are required for the Lead Financial Planning Analyst role?

Candidates need a minimum of five years’ related work experience, including at least two years in the financial services industry, with experience on a Business Unit FST preferred. An undergraduate degree in Economics or Finance is preferred, along with a graduate degree and 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 salary or compensation for this role?

This information is not specified in the job description.

What does Vanguard's company culture emphasize?

Vanguard emphasizes living values of care, clarity, and courage through collaboration and commitment to make success accessible to everyone and support clients' long-term financial wellbeing.

What makes a strong candidate for this FP&A position?

A strong candidate is a curious, enthusiastic finance professional with strong storytelling and analytical skills, experience in a fast-paced environment, and the ability to lead complex financial analysis and provide thought leadership.

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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