Financial Planning Analyst, Senior Associate

Provides financial and analytical support to the business.

Core Responsibilities

1. Prepares financial models and analyses in support of the evaluation of business initiatives. Supports analysis of cost estimates and forecasts.

2. Performs and prepares expense and revenue analysis, planning, and reporting.

3. Serves as a resource for complex, ad-hoc inquiries. Develops and leverages expertise in retrieving and manipulation using available tools.

4. Prepares and communicates financial information and statements to support the internal clients management team in making decisions.

5. Develops measures of business performance for evaluation and control of projects and investments.

6. Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of two years related work experience.
• Undergraduate degree or equivalent combination of training and experience. Finance or Accounting degree preferred.

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.