This role provides enterprise-wide financial expertise in support of the Enterprise Transformation Office, ensuring transformation initiatives drive measurable impact and linking initiative outcomes to direct and indirect financial value. Serves as a high-visibility individual contributor focused on enterprise-wide business case analysis & review, best practices coaching, and ongoing value delivery tracking to support enterprise leadership decision-making.
Responsibilities:
- Prepares and reviews initiative business cases for enterprise leadership approval. Ensures submissions meet financial rigor and standards; prepares briefings for senior leaders and makes recommendations on approval based on enterprise financial & business strategy
- Tracks and validates the financial impact of initiatives. Works with initiative owners and finance partners to ensure a consistent approach to valuation, including validation of business case inputs, assumptions, and estimated impact.
- Performs monthly financial reconciliation and variance analysis for the holistic book of change & transformation work.
- Produces views of actuals versus plan, forecast, and baseline, explains drivers of differences, and translates results into the overall financial impact of the enterprise transformation effort.
- Coaches initiative owners on how to develop high-quality business cases. Partners with the business and finance to strengthen assumptions, valuation approaches, benefit definitions, and measurement plans, driving consistency and comparability across initiatives.
- Highlights developing financial trends that could hinder or accelerate impact (e.g., liquidity analysis). Performs trend- and forward-looking analyses to forecast future scenarios, compare performance to financial goals, and surface risks, opportunities, and required actions.
- Produces executive-ready reporting and materials on transformation financial performance, including monthly progress, key drivers, risks, and decisions needed. Supports integration of transformation commitments into budgets and forecasts as required.
Qualifications:
- Minimum of five years’ related work experience, with at least two years supporting business case development, strategy & transformation efforts, product & portfolio reviews, or financial analysis required
- Undergraduate degree or equivalent combination of training and experience required
Preferred:
- Economics, Finance, Business, or Industrial / Operations Engineering degree preferred. Graduate degree preferred
- CPA, CMA, or other financial designations preferred
- Experience supporting a Transformation Office, strategy function, or enterprise programs preferred Familiarity with lean / agile portfolio management or portfolio-level financial concepts preferred
- Scaled Agile (SAFe) Lean Portfolio Management (LPM) certification or similar portfolio / program finance training preferred but not required
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.
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
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What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
