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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.