Lead Financial Planning Analyst- International FP&A

Vanguards Americas region is transforming how investors across Canada and Latin America access highquality investment solutions at a compelling priceoperating across diverse markets with significant scale and growth ambitions. The Americas FP&A team is a core strategic partner to regional leadership influencing investment pricing and growth decisions through rigorous financial insight.

We are seeking a Finance Business Partner for the Latin American business who will act as a trusted advisor to senior business leaders driving commercially accretive growth through forwardlooking financial analysis planning and performance management. This role will lead financial analysis that informs strategic tradeoffs supports investment decisions and enhances visibility into performance drivers across the region while owning key planning forecasting and reporting cycles.

The ideal candidate excels at building strong partnerships across multiple jurisdictions and cultures translating complex financial data into clear actionable insights for executive audiences. They bring a disciplined detailoriented approach to data integrity reporting and core FP&A processes while maintaining a strong commercial mindset.

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.
• Bilingual Spanish strongly preferred.

Special Factors

Sponsorship

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.