Financial Planning Analyst, Senior Specialist

This senior level FP&A role serves as the primary liaison and strategic thought leader for enterprise-wide financial planning and analysis, fostering strong partnerships with key stakeholders across the organization. This role is responsible for synthesizing critical inputs and insights to craft a unified, compelling, narrative on financial performance that drives alignment and informed decision-making.

Qualifications:

• Leads the execution of the team's critical deliverables, including materials for executive team, QBR decks, Board meeting documents, and various ad-hoc assignments.
• Ensures precise, clear, and consistent approaches to financial modeling and other team processes. Offers counterpoints and recommendations to guide the team toward substantive improvements.
• Supports the ideation process and shapes storytelling within the team's executive presentations. Validates story and content alignment with all relevant business unit P&R teams.
• Acts as the primary point of contact for the corporate P&L and business unit P&R teams across the organization, providing clarifications on a broad range of topics such as Forecast, capital deployment, and capital generation.
• Assists the team in executing a cyclical calendar of deliverables with foresight and meticulous planning, considering the impact on multiple teams.
• Formulates and implements strategies to optimize team processes and enhance communication on key frameworks.
• Engages in special projects and performs additional duties as assigned.

Qualifications:

• Minimum of six 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.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Client-provided location(s): Malvern, PA

Job ID: Vanguard-172753

Employment Type: FULL_TIME

Posted: 2025-12-02T20:22:48