Senior Financial Analyst- FP&A, Malvern, PA
Vanguard
Senior Financial Analyst- FP&A, Malvern, PA
Location(s) Malvern, PA, US
Work model Data not available
Date posted 01/13/2025
Job requisition 164332
Vanguard is a business that operates on trust – trust that we focus on the client, trust that assets are safe from fraud, and trust that we employ intelligent, ethical, and informed crew. That's why we hire best-in-class financial minds to conduct thorough research and recommend the right course of action. Vanguard is currently seeking one such expert to partner with our businesses.
Vanguard's Financial Analysts provide consultative support to our internal clients by preparing analyses and models that allow them to make the right strategic decisions. In this role, you'll collaborate with senior leaders to understand their business' financial needs and aid in the annual planning process. In this role, you'll be an integral part of the business landscape and a steward of Vanguard's success.
Responsibilities:
- Partner with Senior Leadership and their...
Vanguard is a business that operates on trust – trust that we focus on the client, trust that assets are safe from fraud, and trust that we employ intelligent, ethical, and informed crew. That's why we hire best-in-class financial minds to conduct thorough research and recommend the right course of action. Vanguard is currently seeking one such expert to partner with our businesses.
Vanguard's Financial Analysts provide consultative support to our internal clients by preparing analyses and models that allow them to make the right strategic decisions. In this role, you'll collaborate with senior leaders to understand their business' financial needs and aid in the annual planning process. In this role, you'll be an integral part of the business landscape and a steward of Vanguard's success.
Responsibilities:
- Partner with Senior Leadership and their management teams to prepare financial analyses and models that assist in the evaluation of strategic business initiatives, capital investments, new/existing clients and new products and services within Vanguard's business units. Analysis may include: pricing clients, new products and services; cost-benefit analysis using the discounted cash flow method (or other appropriate methods) to quantify the impact on Vanguard's projected revenue, operating expenses, assets and cash flow and to assist in the prioritization of investment spending and/or business initiatives; client and business segment profitability analysis using appropriate activity based costing methods to allocate revenue and expenses.
- Be assigned to work on the most complex issues/assignments and does so very independently and without much guidance from their manager. Is able to create new ways to analyze/solve/discuss the most difficult problems/challenges faced by their clients. Develop and cultivates relationships with new and existing internal business clients to understand their business and ongoing financial analysis needs.
- Develop financial and non-financial measures of business performance for evaluation and control of projects and investments.
- Engage in and contributes to the annual planning process and on-going quarterly forecasts, taking full ownership of: understanding and validating the rationale for the multi-year financial forecast of revenue, operating expenses, assets and cash flow; being able to explain variances to previously communicated forecasts; preparing and presenting quarterly finance review presentations to the Senior Leadership team of the business area(s) you support as appropriate.
- Prepare and disseminate timely and accurate financial information to allow for efficient use and control over financial resources of a business unit, project, service, etc.
Bring your future to Vanguard and benefit from:
- Access to industry experts, leading-edge research, and courses from award winning Vanguard University®.
- Opportunities to mentor others and implement change.
- An ethical company that manages products in the sole interest of their clients.
- Work-life balance and flexibility – starting employees receive 23 days of PTO.
- Access to leaders who provide industry knowledge, career coaching, and mentoring.
- A culture of promoting internally, including leadership roles, project management positions, Director roles, and other related functions.
Qualifications:
- Undergraduate degree required. Graduate degree and/or Professional Certification (CPA, CFM or CMA) preferred.
- Minimum five years of directly related FP&A (or equivalent) experience required.
- A demonstrated ability to take initiative, work independently and drive solutions.
- A broad knowledge and perspective of Vanguard business preferred. Experience in financial services industry or consulting preferred.
- Proficiency with Microsoft Excel and Word. Experience in Oracle Cloud, Hyperion Essbase and PeopleSoft Financials.
- Strong problem solving and analytical skills.
- Excellent communication skills (Written and Oral).
- Ability to quickly become knowledgeable in current and future policies, practices, trends, and information affecting Vanguard's business and the organization.
- Excellent leadership and interpersonal skills.
Special Factor:
- Vanguard is not offering visa sponsorship for this role
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.
Our commitment to diversity, equity, and inclusion
Vanguard's commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together, we're on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other.
Vanguard's DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report.
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.
Our commitment to you
Vanguard takes the same long-term view of your success—at work and in life—with Benefits and Rewards packages that reflect what you care about, throughout all the phases and stages of your life.
Our Total Rewards programs provide you and your loved ones with wellness support for key areas in your life:
Financial wellness
We're committed to enabling your financial success and provide competitive offers and programs.
Physical wellness
We're committed to providing benefits that support your physical health and wellness.
Personal wellness
We're committed to providing resources that help support the full scope of your life.
Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform careers@vanguard.com if you need assistance completing this application or to otherwise participate in the application process.
Let's get started
Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform careers@vanguard.com if you need assistance completing this application or to otherwise participate in the application process.
A culture of care and respect
Financial wellness
From competitive compensation packages to industry-leading retirement savings plans and everything in-between, your long-term financial success is literally our business. You can feel confident that we're focused on your financial wellbeing.
Physical wellness
We understand that being at your best means prioritizing your physical wellness. Vanguard offers best-in-class medical coverage and on-site clinics and fitness centers, plus savings plans for medical expenses now and in retirement.
Empowered to learn, grow, and thrive
Rajesh D.
“Over the past 24 years, I've had the privilege of being part of Vanguard that is truly client-owned. What makes this place exceptional is its culture of niceness and collaboration. It's more than just a job; it's a place where you can grow, make meaningful contributions, and be part of a supportive, inclusive community. Every day, I am inspired by the dedication of my colleagues and the genuine care we have for our clients. Vanguard is where I and my work truly matters and where one can build a rewarding and fulfilling career.”
2018
Senior Manager, IT Delivery2014
Manager, IT Delivery2005
Technical Scrum Lead2001
Application Engineering Technical Lead2000
Application EngineerEmpowered to learn, grow, and thrive
Rajesh D.
“Over the past 24 years, I've had the privilege of being part of Vanguard that is truly client-owned. What makes this place exceptional is its culture of niceness and collaboration. It's more than just a job; it's a place where you can grow, make meaningful contributions, and be part of a supportive, inclusive community. Every day, I am inspired by the dedication of my colleagues and the genuine care we have for our clients. Vanguard is where I and my work truly matters and where one can build a rewarding and fulfilling career.”
-
2018
Senior Manager, IT Delivery -
2014
Manager, IT Delivery -
2005
Technical Scrum Lead -
2001
Application Engineering Technical Lead -
2000
Application Engineer
Empowered to learn, grow, and thrive
Akua A.
“I discovered my niche in cybersecurity at Vanguard through a combination of IT roles and the Technology Leadership Program. My initial IT roles provided me a solid technical foundation, while the leadership program offered exposure to various facets of technology and strategic thinking. The highly collaborative environment at Vanguard, combined with access to cutting-edge technology and continuous learning opportunities, solidified my commitment to cybersecurity. This specialization not only leverages my skills and interests but also provides a profound sense of purpose, knowing that my work directly contributes to the safety and trust of our clients.”
-
2022
Cybersecurity Manager -
2021
Senior SIEM Analyst -
2019
SIEM Analyst -
2017
Incident Response Analyst -
2015
Platform Engineer -
2012
Application Engineer
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Australian Government's Workplace Gender Equality Agency
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