Malvern, PA, United States of America
1 day ago
Senior Lead Financial Analyst

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. You'll be an integral part of the business landscape and a steward of Vanguard’s success.

Responsibilities:

Delivers regular Board and CEO reporting via the 10Q/K and Enterprise Quarterly Business ReviewsManages long-term initiatives and goals focusing on the most complex financial analysis. Oversees initiatives that supporting enterprise stakeholders. Conducts complex analyses such as forecasting and financial modeling.Acts as senior subject matter expert across the financial, accounting and regulatory areas to support complex matters. Creates presentations for senior leaders to inform on financial performance.Develops financial models to assist in tactical and strategic decision making. Implements systematic approach to maintain and continuously improve the models.Develops and implements strategies to optimize business processes. Oversees planning, development, and execution of short and long-term projects for the department.Crafts responses to complex 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.Supports the development and growth of the team.

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.

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.

Confirm your E-mail: Send Email