As a member of the Workplace Solutions FP&A team, this Lead Financial Analyst will provide strategic financial support to the Strategy, Client Offer, Product, and Enablement (SCOPE) organization within Workplace Solutions.
The role will partner across the business to deliver insights that inform profitable growth, commercial strategy, and investment decisions, with primary responsibilities including:
- Sales Compensation Strategy: Evaluate incentive compensation economics and effectiveness across Recordkeeping and investment sales, advice, and cross-selling opportunities to strengthen alignment between compensation investment and business outcomes.
- Pricing Strategy: Provide financial insights to inform Recordkeeping pricing strategy, with a focus on mitigating fee compression, protecting margins, and identifying opportunities to generate incremental revenue.
- Client Segmentation Strategy: Evaluate profitability and unit economics across client segments to identify where Full Service Recordkeeping can win profitably and how clients can be acquired and served efficiently at scale.
Responsibilities:
- Leads initiatives and goals focusing on complex financial analysis supporting enterprise or divisional stakeholders. Conducts complex analyses such as forecasting and financial modeling.
- Provides thought leadership to the development of financial methodologies and approaches. Conducts ad hoc and periodic evaluation reviews to help assess the profitability of product lines and distribution channels.
- Establishes and deploys subject matter expertise across the financial, accounting and regulatory areas to support complex client matters. Creates presentations for senior leaders to inform on financial performance.
- Owns enterprise channel and product costing models and the production of end user cost matrices for internal team use. Implements systematic approach to maintaining and continuously improve the models. Provides support and input into client and product pricing.
- Manages responses to 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.
- Identifies opportunities to improve the delivery of financial services to internal clients and implements procedural changes, as needed. Structures and manages projects and ad-hoc requests.
- Supports the financial development and growth of the team.
- Participates in special projects and performs other duties as assigned.
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.
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.
Skills Required
- Minimum five years of related work experience
- At least two years of financial services industry experience
- Undergraduate degree or equivalent combination of training and experience
- Economics or Finance degree
- Graduate degree
- CPA, CFM, CMA, or other financial designation
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.
Vanguard Insights
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.
