Strategic Lead, Forecasting and Metrics Analytics

The Vanguard Group

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profile Job Location:

Charlotte, VT - USA

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

We are seeking a Senior Lead Data Analyst to drive enterprise-level forecasting performance measurement and strategic insight generation. This role partners closely with senior leaders to translate complex financial and digital data into forward-looking intelligence that informs business strategy goal-setting and execution.

The successful candidate will apply advanced analytical and scientific techniques to anticipate trends identify key performance drivers and deliver clear decision-ready recommendations. This position plays a critical role in shaping how leaders evaluate outcomes manage risk and allocate resources.

Financial Advisor Services (FAS) delivers investment products and servicesincluding ETFs and mutual fundsto financial advisors across broker-dealers asset managers banks registered investment advisors and insurance companies. FAS enables advisors to better serve their clients by providing data-driven insights that strengthen relationships and accelerate business results.

Key Responsibilities

  • Serve as a strategic analytics partner to senior leaders shaping forecasting metrics and performance measurement approaches aligned to enterprise priorities.
  • Lead complex high-impact analytical initiatives from problem definition through executive delivery.
  • Develop forecasting models performance metrics and scenario analyses that support strategic planning and goal-setting.
  • Translate sophisticated analytical outputs into concise executive narratives visualizations and recommendations.
  • Ensure analytical rigor by validating methodologies assumptions and results across teams.
  • Establish and oversee recurring reporting and insight-generation processes that support ongoing leadership decision-making.
  • Set standards for data quality and analytical excellence; lead efforts to improve data reliability and usability.
  • Mentor and guide analysts strengthening analytics capabilities and best practices across the organization.
  • Monitor emerging analytics trends tools and external best practices to continuously elevate insight generation.

Required experience

  • Deep expertise in advanced analytics statistical modeling and forecasting methodologies.
  • Demonstrated ability to influence senior stakeholders through data-driven insights and executive communication.
  • Strong experience working with financial and digital data to inform strategic decisions.
  • Proficiency in data visualization and storytelling to translate complexity into clarity.
  • Experience with forecasting tools and techniques including Prophet or comparable solutions.
  • Strategic mindset with the ability to prioritize work based on business impact.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard we dont just have a missionwere 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.

We are seeking a Senior Lead Data Analyst to drive enterprise-level forecasting performance measurement and strategic insight generation. This role partners closely with senior leaders to translate complex financial and digital data into forward-looking intelligence that informs business strategy go...
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Key Skills

  • Adobe Analytics
  • Data Analytics
  • SQL
  • Attribution Modeling
  • Power BI
  • R
  • Regression Analysis
  • Data Visualization
  • Tableau
  • Data Mining
  • SAS
  • Analytics

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