Vanguard→
Financial Planning Analyst, Specialist at Vanguard in Malvern, PA
Skills
Job Description
Core Responsibilities
Prepares financial models and analyses in support of the evaluation of business initiatives. Analyzes cost estimates and forecasts.
Partners with internal clients and key stakeholders to understand financial analysis need. Provides analytical support and advice to management.
Supports the development of measures for evaluating key business performance, projects, and investments.
Contributes to the annual planning process and ongoing quarterly forecasts. Supports the validation rationale for multi-year financial forecast of revenue, operating expenses, asset and cash flow. Applies strong and consistent financial knowledge to generate high quality business deliverables.
Conducts ad hoc and periodic evaluations to assess the profitability of product lines and distribution channels. Provides guidance and support contributing to the financial development and growth of the team.
Proactively identifies, investigates and recommends improvements to Finance and client processes.
Participates in special projects and performs other duties as assigned.
Qualifications
- Three years related work experience.
- Undergraduate degree or equivalent combination of training and experience. Economics or Finance 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.