Workforce & Portfolio Planning Analyst
The Vanguard Group
In this role, the Workforce & Portfolio Planning Analyst partners with stakeholders to track IT portfolio investments, maintain budget forecasts, and support workforce planning efforts.Key ResponsibilitiesSupport IT annual and quarterly planning activities, including budget development, forecasting, and resource planning.Prepare IT portfolio, financial, and workforce reporting for leadership reviews and governance meetings.Track portfolio financials and monitor budget performance against approved plans.Analyze resource capacity, staffing levels, and workforce demand to identify potential gaps and risks.Develop and maintain dashboards, metrics, and reporting tools that provide insights into portfolio health, spending, and resource utilization and escalate issues, risks, or variances as appropriate.Identify opportunities to streamline planning, reporting, and workforce management processes through automation and process improvement.Participates in special projects and performs other duties as assigned.QualificationsMinimum of two years related work experience. One year of managing a project and one year of Financial Services or function-specific experience preferred.Undergraduate degree or equivalent combination of training and experience.Special FactorsSponsorshipVanguard is not offering visa sponsorship for this position.About VanguardAt 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 WorkVanguard 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.SummaryLocation: Malvern, PAType: Full time
- ...Account Solutions (MAS) team is seeking an Analyst, Tax Overlay & Portfolio Implementation. The MAS team within... ...well-being, a strong retirement plan, tuition reimbursement, a hybrid working... ...innovation and creativity in our workforce. We recognize that our people are our...SuggestedFull timeWork at officeFlexible hours3 days per week
$69k - $110.4k
Join to apply for the Senior Financial Planning Analyst role at South Jersey Industries South Jersey Industries (SJI) is an energy holding... ...meet the needs of the future. To do this, we depend on our workforce of over 1,100+ talented, diverse employees who help us...SuggestedTemporary workWork experience placementVisa sponsorshipFlexible hours- IDEMIA, a global leader in identity technologies, is seeking a Financial Planning & Analysis professional. This role ensures financial data integrity and provides analyses that inform sound business decisions. Key duties include maintaining master data, preparing scorecards...Suggested
- ....2. Project Coordination & Change SupportCoordinate activities associated with operational and technology initiatives.Assist with planning, tracking, and execution of project deliverables, milestones, dependencies, and risks.Facilitate stakeholder meetings, capture action...SuggestedFull time
- Core ResponsibilitiesServe as a primary liaison between portfolio managers, traders, relationship managers, custodians, and internal partners to provide guidance across portfolio administration and data issues, determining appropriate escalation, resolution paths, and risk...SuggestedFull timeMonday to Friday
- As a trusted partner to clients, consultants, and internal stakeholders, the specialist evaluates portfolio impacts, identifies risks, and develops solutions for complex asset movement and portfolio restructuring events. By activating internal and external stakeholders...Full time
$77k - $82k
Senior Security Analyst Your Mission as Senior Security Analyst The Senior Security Analyst... ...Identify security risks during project planning and recommend appropriate mitigations.... ...lead the competition with an engaged workforce and an opportunity to gain recognition for...Work at officeLocal areaRemote work- ...strategies to senior leadership, internal partners, and clients; build relationships with PMs, banks, issuers, rating agencies, and peer analysts.Lean in to projects. Contribute to special initiatives and cross‑functional efforts that strengthen Active Credit.What it...Full timeWork at office
$50 per hour
...world. We’re advancing spacecraft and the workforce to fuel the next generation. And we’re... ...career that's built for you.Senior Financial Analyst will primarily support the Meridian and... ..., trend identification, workforce planning drivers, risk and opportunities assessment...Full timeTemporary workWork experience placementCasual workFlexible hours$61.1k - $101.5k
...issues important to US businesses. As an Analyst in the unit, you will work with business... ...develop, advance and retain the most inclusive workforce possible, and create a culture where... ...to put nature at the heart of their plans. Addressing climate change: The effects...Work at officeFlexible hours- SEI Investments Management Corporation in Oaks, PA, seeks an Analyst for Tax Overlay & Portfolio Implementation to support the Managed Account Solutions (MAS) team. You will identify rebalancing opportunities and trade generation, implement account changes, and assist in...Work at office
- ...Job Title: Senior Finance Analyst Location: Radnor, PA Job Type: Hybrid (Mon, Tues... ...longterm disability coverage ~401(k) plan with company match ~ Tuition assistance... ...accounts Our Commitment to a Diverse Workforce: FXI is an Equal Opportunity Employer....Work at officeLocal areaHome officeVisa sponsorshipFlexible hours
FXI
Radnor, PA5 days ago - ...available into advisor allocations and client portfolios, including through phone calls, emails... ...class positioning to achieve financial planning outcomes Follow up on indications of... ...encourage innovation and creativity in our workforce. We recognize that our people are our...Remote workFlexible hours
- ...Job Title: Senior Financial Analyst Location: Devon PA. At Johnson Matthey, your work will matter. As a Financial Analyst,... ...role: Support budgeting, forecasting and long-range planning activities for plant cost centres, including headcount and...Flexible hours
Johnson Matthey
Devon, PA5 days ago - ...you at Citadel! We are seeking a Financial Analyst to join the Finance team. This role... ...comparing and analyzing actual results with plans and forecasts Perform monthly product... ...initiatives. Prior experience conducting loan portfolio analytics or portfolio risk management...
The Citadel
Exton, PA4 days ago - ...such expert to partner with our businesses.Vanguard’s Financial Analysts provide consultative support to our internal clients by... ...understand their business’ financial needs and aid in the annual planning process. In this role, you’ll be an integral part of the business...Full time
$101.4k - $177.6k
...lead for the Excess and Surplus Property portfolio and will also support overall global and... ...of base loss ratio for business planning, profitability studies & deep dives, pricing... ..., advance and retain the most inclusive workforce possible, and create a culture where everyone...Flexible hours- ...care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and... ...installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and...Work experience placementFlexible hours
$94.88k - $151.8k
...for this opportunity.Requisition #: 76399The Role at a GlanceThe Analyst on the Funds Strategy Team is a key contributor supporting fund... ...be doing•Support and coordinate cross-functional projects from planning through execution, managing timelines, deliverables,...Work experience placementWork at office3 days per week$72.3k - $105k
...Solutions family by providing financial planning, reporting, forecasting, and business decision... ...and shared sense of purpose within our Workforce for Good , which empowers our people to... ...'s Internal Job Title: AF Sr Analyst I, Financial Planning & Analysis Company...Full timeWork experience placementWork at officeFlexible hours2 days per weekTransUnion
Crum Lynne, PA1 day ago$72.3k - $105k
...AF Sr Analyst I, Financial Planning & Analysis This is a hybrid position and involves regular performance of job responsibilities virtually... ..., positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and...Full timeTemporary workWork experience placementWork at officeFlexible hours2 days per weekTransUnion
Ridley Park, PA1 day ago$78.73k - $96.49k
...continued growth, we are strengthening our workforce strategy to ensure we have the right... ...motivated and experienced Finance Systems Analyst, Reporting to the Manager of Finance... ...Continuous Improvement: Assist with the planning and execution of finance technology...Minimum wageFull timeLocal areaFlexible hoursMadrigal Pharmaceuticals Inc
Conshohocken, PA2 days ago- Bank Account Management Analyst:Leads the monthly account reconciliation and quarterly attestation process, which are established to ensure... ...when necessary.Identifies priorities and recommends strategic plans and workflow solutions on assigned initiatives. Independently...Full timeWork experience placement
- ...supporting Vanguard's Personal Wealth Controls & Enablement and Money Movement space, partnering with business leaders to drive financial planning, forecasting, reporting, and strategic decision-making across risk, governance, client protection, and operational priorities.The...Full timeWork experience placement
- Core Responsibilities1. Assists with the design, build, and deployment of identity and access management technological capabilities that are compliant with enterprise security standards and integrated with enterprise access administration infrastructure. Assists with needs...Full timeWork experience placement
- ...integrity across reporting and financial systems Partner with cross-functional teams on process improvements and special projects Support planning, analysis, and other initiatives related to sales performance Qualifications: Bachelors Degree in Finance, Economics or related...
- Johnson Matthey in Devon, PA, is seeking a Financial Analyst to support budgeting, forecasting and long-range planning for plant cost centres. You will analyze costs, deliver variance reporting and provide insights to improve financial performance. The role requires strong...
$95k - $115k
...from firstPRO, Inc. We are working with a large, growing Financial Services organization that is looking to add a Senior Financial Analyst to their team. The ideal candidate will have strong financial modeling experience, core FP&A skills, and experience working in a...Full time- ...Job Description Job Description Senior Financial Analyst - Manufacturing - Base Salary to 120k/year - Malvern, PA Our client,... ...rather than focusing primarily on financial reporting or strategic planning. Responsibilities: Partner directly with operations,...Temporary work
AllSearch Professional Staffing
Malvern, PAa month ago - ...Dreams Happen! Purpose: The Financial Analyst, Corporate Finance is responsible for the... ...to the Senior Manager of Financial Planning & Analysis, the Senior Financial Analyst... ...and Inclusion. It is our goal to build a workforce that is as representative as the customers...Full timeFlexible hours
David's Bridal
Conshohocken, PA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Workforce & Portfolio Planning Analyst. Be the first to apply!
