Minimum five years of related work experience, with two years specifically in financial services.
Undergraduate degree required; Economics or Finance preferred, with a graduate degree being advantageous.
CPA, CFM, CMA, or other financial designations preferred.
Responsibilities
Lead complex financial analysis initiatives supporting enterprise or divisional stakeholders.
Provide thought leadership in developing financial methodologies and conducting profitability evaluations for product lines.
Establish and deploy expertise across financial, accounting, and regulatory areas for client support.
Own and enhance enterprise channel and product costing models to inform pricing strategies.
Manage information requests related to internal business statistics and trends to align with strategy.
Identify and implement improvements in financial service delivery for internal clients.
Support team development and undertake special projects as required.
Benefits
Opportunities for professional growth and development.
Engagement in challenging financial initiatives that influence strategy.
Exposure to cross-functional teams and senior leadership presentations.
Participation in special projects to broaden experience.
Full Job Description
This is a highly visible FP&A opportunity supporting Vanguard's Personal Wealth Controls & Enablement and Money Movement space, partnering with business leaders to drive financial planning, forecasting, reporting, and strategic decision-making across risk, governance, client protection, and operational priorities.
The role is ideal for a finance professional who can translate complex business challenges into actionable financial insights, influence cross-functional stakeholders, and help leadership make informed investment and resource decisions that enhance client trust, strengthen controls, and support enterprise priorities.
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.
