Lead Financial Analyst, Enterprise Finance & Transformation

Malvern, PA - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

This role provides enterprise-wide financial expertise in support of the Enterprise Transformation Office ensuring transformation initiatives drive measurable impact and linking initiative outcomes to direct and indirect financial value. Serves as a high-visibility individual contributor focused on enterprise-wide business case analysis & review best practices coaching and ongoing value delivery tracking to support enterprise leadership decision-making.

Responsibilities:

Prepares and reviews initiative business cases for enterprise leadership approval. Ensures submissions meet financial rigor and standards; prepares briefings for senior leaders and makes recommendations on approval based on enterprise financial & business strategy
Tracks and validates the financial impact of initiatives. Works with initiative owners and finance partners to ensure a consistent approach to valuation including validation of business case inputs assumptions and estimated impact.
Performs monthly financial reconciliation and variance analysis for the holistic book of change & transformation work.
Produces views of actuals versus plan forecast and baseline explains drivers of differences and translates results into the overall financial impact of the enterprise transformation effort.
Coaches initiative owners on how to develop high-quality business cases. Partners with the business and finance to strengthen assumptions valuation approaches benefit definitions and measurement plans driving consistency and comparability across initiatives.
Highlights developing financial trends that could hinder or accelerate impact (e.g. liquidity analysis). Performs trend- and forward-looking analyses to forecast future scenarios compare performance to financial goals and surface risks opportunities and required actions.
Produces executive-ready reporting and materials on transformation financial performance including monthly progress key drivers risks and decisions needed. Supports integration of transformation commitments into budgets and forecasts as required.

Qualifications:

Minimum of fiveyearsrelated work experience with at least two years supporting business case development strategy & transformation efforts product & portfolio reviews or financial analysisrequired
Undergraduate degree or equivalent combination of training and experiencerequired

Preferred:

Economics Finance Business or Industrial / Operations Engineering degree preferred. Graduate degree preferred
CPA CMA or other financial designations preferred
Experience supporting a Transformation Office strategy function or enterprise programs preferredFamiliarity withlean / agile portfolio managementor portfolio-level financial concepts preferred
Scaled Agile (SAFe)Lean Portfolio Management (LPM) certification or similar portfolio / program finance training preferred but notrequired

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.

Required Experience: