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 FactorsSponsorshipVanguard 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 WorkVanguard 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.
