Lead Financial Analyst- FP&A
About the position This role will serve as a key driver of automation, standardization, and AI activation across the FAS (Financial Advisor Services) Finance organization. The Lead Financial Analyst will act as a strategic partner to Finance leadership, FinTech, and cross functional stakeholders, translating complex financial and operational data into scalable insights that improve decision making. This role offers a unique opportunity to support a dynamic, evolving client area, gaining exposure to the FAS business and strategy as well as increasing Vanguard product acumen. As the team lead for advanced reporting and modeling, this role will set the vision and direction for dashboarding (PowerBI, Tableau), analytical tools, and AI enabled finance solutions (Copilot, agents, etc.). The scope extends beyond traditional planning and reporting to include sales channel economics, product level P&L construction, and enterprise financial modeling, with a strong focus on repeatability, accuracy, and self service analytics at scale. The ideal candidate combines deep financial expertise with strong data and technology acumen, brings curiosity about the business and its clients, and thrives in a role that blends strategic insight, hands on analytics, and continuous learning.
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.
Requirements
- 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.
- Graduate degree preferred.
- CPA, CFM, CMA, or other financial designation preferred.
- Strong AI, D&A, technology background