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