The Personal Investor Finance team is seeking a Lead Financial Analyst (S3) to support Cash & Savings and Investment Product. This highly visible role offers the opportunity for an outsized impact, particularly in support of the Cash & Savings Enterprise Operating Priority—including Senior Staff materials, investment governance updates, and divisional OKRs. Examples of other projects include Private Equity, Sweep Strategy, and Cash Alpha.

The ideal candidate will bring a strong command of financial planning, forecasting, and scenario analysis, and serve as a trusted advisor to both Finance and business leadership. Prior retail banking or cash & savings experience is a plus. This role is well-suited for someone who thrives in a dynamic environment and is eager to influence strategic decisions that drive client and firm value.

This role is a great fit for someone who:
• Operates with a strategic mindset and can translate financial data into actionable insights.
• Communicates effectively with senior stakeholders and builds relationships across functions.
• Enjoys solving complex problems and influencing outcomes.
• Has a track record of leading initiatives that span multiple stakeholders and functions.
• Thrives in a collaborative, fast-paced environment and is comfortable navigating change.

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.

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. Graduate degree preferred.
• CPA, CFM, CMA, or other financial designation preferred.

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.