Lead Financial Planning Analyst (FP&A/CX)

Client Experience (CX) Financial Analyst

The Client Experience (CX) Financial Analyst plays a critical role in enabling value-based product investment decisions by linking capital deployment to client outcomes and business performance. This role partners across Vanguard's Workplace Solutions division's cross-channel CX teams, full stack digital product ecosystem, and Enterprise Transformation Office and Personal Wealth CX teams to drive investment transparency, prioritization rigor, and outcome-based decision-making that supports client-led growth, retention, and enterprise value creation.

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.
• Proven track record of influencing stakeholders and driving measurable business outcomes in a cross-functional environment.
• Demonstrated high learning agility with the ability to quickly ramp in complex, fast-paced environments and apply new concepts effectively.
• Exceptional communication and stakeholder engagement skills, with the ability to translate complex financial concepts into clear, actionable insights for senior audiences.
• Deep understanding of digital product management framework; familiarity with client experience metrics and comfortable working with large datasets to generate insights.
• 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.