Senior Analyst, FP&A
Dandy$116,500 - $137,000/year
Full Time
Senior (5 to 8 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
NoVisa
Financial Services, Investment ManagementIndustries
Requirements
- 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
Responsibilities
- Creates complex financial models and analyses to evaluate business initiatives
- Analyzes cost estimates and forecasts
- Independently handles the most complex issues and assignments
- Develops new approaches to analyze and resolve the most difficult problems
- Contributes to annual planning process and ongoing quarterly forecasts
- Owns and validates rationale for multi-year financial forecast of revenue, operating expenses, asset and cash flow
- Develops strategic reporting for financial and performance insight data for senior leadership
- Analyzes data and recommends options to improve business performance and strategy alignment
- Develops measures for evaluating key business performance, projects, and investments
- Conducts ad hoc and periodic evaluations to assess the profitability of product lines and distribution channels
- Provides guidance and support contributing to the financial development and growth of the team
- Participates in special projects and performs other duties as assigned
Skills
financial modeling
forecasting
FP&A
cost analysis
financial reporting
Excel
strategic planning
profitability analysis
cash flow forecasting
business performance metrics
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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