Vanguard

Financial Planning & Analysis Analyst

Vanguard

Malvern, PA 19355, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a highly analytical and detail-oriented individual with a passion for financial planning and analysis? Are you looking for a challenging and rewarding career opportunity with a leader in the investment management industry? If so, Vanguard is seeking a talented Financial Planning & Analysis Analyst to join our dynamic team. As a member of our team, you will have the opportunity to utilize your expertise to drive strategic decision-making and support our mission of helping clients achieve their financial goals. If you possess a strong background in finance and a desire to make a meaningful impact, we encourage you to apply for this exciting opportunity.

  1. Conduct financial analysis and create reports to support strategic decision-making processes.
  2. Utilize advanced analytical skills to identify trends and make recommendations for improving financial performance.
  3. Develop and maintain financial models to forecast future financial outcomes.
  4. Collaborate with cross-functional teams to gather and analyze data for financial planning purposes.
  5. Monitor and analyze financial data to identify potential risks and opportunities.
  6. Prepare presentations and reports for senior management and other stakeholders.
  7. Provide insights and recommendations to improve financial processes and procedures.
  8. Assist in budgeting and forecasting processes.
  9. Stay updated on industry trends and changes in financial regulations.
  10. Ensure accuracy and integrity of financial data and reports.
  11. Communicate complex financial information in a clear and concise manner.
  12. Participate in special projects and initiatives as needed.
  13. Maintain a high level of confidentiality and professionalism when handling sensitive financial information.
  14. Collaborate with team members to continuously improve processes and procedures.
  15. Adhere to company policies and procedures, as well as regulatory requirements.
Where is this job?
This job is located at Malvern, PA 19355, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Economics, Or A Related Field.

  • Minimum Of 2-3 Years Of Experience In Financial Planning And Analysis, Preferably In The Financial Services Industry.

  • Strong Analytical And Problem-Solving Skills, With The Ability To Interpret And Synthesize Complex Financial Data.

  • Excellent Communication And Presentation Skills, With The Ability To Effectively Communicate Financial Information To Non-Financial Stakeholders.

  • Proficiency In Financial Analysis Software And Microsoft Excel, With The Ability To Create And Maintain Financial Models And Forecasts.

Required Skills
  • Variance Analysis

  • Financial Reporting

  • Strategic Planning

  • Data Analysis

  • Forecasting

  • Budget management

  • Financial Modeling

  • Risk assessment

  • Investment Analysis

  • performance tracking

  • Cost-Benefit Analysis

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • flexibility

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Planning & Analysis Analyst in Malvern, PA 19355, USA is $65,000 - $90,000. This range can vary depending on factors such as experience, education, and specific job duties and responsibilities.

Additional Information
Vanguard is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2024
Apply BeforeMay 22nd, 2025
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About Vanguard

The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.

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