Lead Financial Planning Analyst (Workplace Solutions)

As a member of the Workplace Solutions FP&A team, this Lead Financial Analyst will provide strategic financial support to the Strategy, Client Offer, Product, and Enablement (SCOPE) organization within Workplace Solutions.

The role will partner across the business to deliver insights that inform profitable growth, commercial strategy, and investment decisions, with primary responsibilities including:

• Sales Compensation Strategy: Evaluate incentive compensation economics and effectiveness across Recordkeeping and investment sales, advice, and cross-selling opportunities to strengthen alignment between compensation investment and business outcomes.
• Pricing Strategy: Provide financial insights to inform Recordkeeping pricing strategy, with a focus on mitigating fee compression, protecting margins, and identifying opportunities to generate incremental revenue.
• Client Segmentation Strategy: Evaluate profitability and unit economics across client segments to identify where Full Service Recordkeeping can win profitably and how clients can be acquired and served efficiently at scale.

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.

Qualifications:

• Minimum of five 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.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.