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Lead Financial Planning Analyst- Marketing/Communications
Lead Financial Planning Analyst- Marketing/CommunicationsPennsylvania Staffing • Malvern, PA, US
Lead Financial Planning Analyst- Marketing / Communications

Lead Financial Planning Analyst- Marketing / Communications

Pennsylvania Staffing • Malvern, PA, US
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  • [job_card.full_time]
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Lead Financial Analyst

Join Vanguard's FP&A group as a lead financial analyst and support our Personal Investor / Advice Wealth Management Marketing and Communications teams. Responsibilities include :

Financial Planning & Forecasting :

  • Lead monthly close, forecasting, and annual planning processes for marketing budgets.
  • Provide variance analysis and actionable insights to senior leadership on marketing performance versus plan.
  • Support strategic planning and scenario analysis for marketing investments.

Performance Analysis & Strategic Decision Support :

  • Develop and maintain dynamic financial models to evaluate marketing spend efficiency and channel performance.
  • Leverage data-driven insights to influence senior leadership decisions and guide strategic marketing investment.
  • Identify Process Improvements :

  • Drive automation and scalability in forecasting, reporting, and performance tracking.
  • Identify opportunities to enhance financial processes and tools for marketing analytics.
  • Lead projects and ad hoc initiatives to improve marketing decision-making.
  • Reporting and Communication :

  • Prepare clear, concise presentations and narratives for leadership, highlighting performance drivers, risks, and opportunities.
  • Collaborate with cross-functional teams (Marketing Ops, Data Analytics, Strategy) to ensure consistent measurement and reporting.
  • Balance competing priorities and maintain alignment with overarching business objectives.
  • 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.
  • Advanced excel and financial modeling skills required. Experience in marketing or marketing analytics is considered a strong asset.
  • Special Factors : Sponsorship Vanguard is not offering visa sponsorship for this position.

    About Vanguard : At Vanguard, 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. 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.

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    Financial Planning Analyst • Malvern, PA, US

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