Core Responsibilities:
1. Workforce Planning and Capacity Management
- Lead workforce planning activities to ensure organizational capacity aligns with current priorities, strategic objectives, and anticipated future demand.
- Analyze resource utilization, capacity constraints, and workforce trends to support hiring strategies, resource allocation decisions, and long-term planning.
2. Financial Planning, Forecasting, and Governance
- Support financial planning processes, including budget development, forecasting, variance analysis, and ongoing financial performance monitoring.
- Provide financial insights and governance to help ensure effective allocation of resources, transparency of spending, and alignment with business objectives.
3. Portfolio Prioritization and Investment Analysis
- Facilitate portfolio planning and prioritization activities, helping leaders evaluate competing initiatives, resource demands, risks, and business value.
- Develop business cases, investment analyses, and data-driven recommendations to support strategic investment and funding decisions.
4. Executive Reporting, KPIs, and Dashboards
- Define and monitor executive reporting, performance metrics, dashboards, and key performance indicators that provide visibility into organizational health and strategic progress.
- Synthesize complex operational, financial, and portfolio data into meaningful insights and executive-ready communications.
5. Strategic Planning and Business Operations
- Partner with leadership to support strategic planning, operational goal setting, and execution of business priorities.
- Coordinate planning activities, governance processes, and operating rhythms to ensure alignment between strategy, financial objectives, and organizational execution.
6. Process Improvement and Organizational Effectiveness
- Identify opportunities to improve planning, governance, reporting, and operational processes to increase efficiency, consistency, and business value.
- Drive continuous improvement initiatives that enhance organizational effectiveness, streamline decision-making, and support achievement of strategic objectives.
Qualifications:
- Portfolio Management
- Financial Budgeting
- Resource Planning
- Experience with using PowerBI
- Experience with using Excel (Advanced Modeling)
Preferences:
- Experience with Claude Code or any AI tool is a plus
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
