Vanguard
Financial Planning Analyst, Senior Associate
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Provides financial and analytical support to the business.
Job Description
This role sits at the centre of Europe FP&A, owning the delivery of planning and reporting outputs that underpin senior decision making. You will partner closely with the Finance Director for Continental Europe, ensuring the FP&A team delivers high-quality, insight-led management information, while strengthening the underlying data, systems, and reporting infrastructure.
This is a hands-on, high-impact role combining:
- Advanced financial modelling
- ExCo-level MI ownership
- Strong data and systems awareness
- Advanced Power BI capability
Key Responsibilities
- Own delivery of the Europe plan and forecasts
- Deliver fiscal plan and quarterly outlooks, coordinating inputs across functions and ensuring output quality, alignment, and pace
- Produce ExCo-grade management information
- Deliver clear, concise, and decision-focused MI that is trusted as the single source of truth for Europe performance
- Support executive materials and narrative
- Translate financial performance into structured insight for CFO, CEO, and Board discussions
- Maintain oversight of the Europe P&L
- Track cost drivers, headcount, and allocations, ensuring accuracy, consistency, and clear variance analysis
- Build and own advanced financial models
- Develop robust models for forecasting, scenario analysis, and long-range planning, with clear business drivers and assumptions
- Deliver insight at pace
- Identify trends, risks, and opportunities quickly, focusing on what matters for decision making
- Own Power BI reporting outputs
- Design and maintain reporting solutions, including semantic models, ensuring outputs are scalable, consistent, and fit for senior stakeholders
- Work close to the data
- Interrogate data across systems, challenge outputs, and understand how data flows into reporting
- Improve planning and reporting processes
- Simplify workflows, reduce friction, and increase speed and reliability of outputs
- Raise quality across the team
- Review analyst outputs, enforce high standards, and improve consistency across FP&A deliverables
- Handle complex ad hoc requests
- Bring structure and clarity to ambiguous questions, delivering actionable analysis quickly
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Required Skills
- Strong FP&A experience across planning, forecasting, and reporting within financial services, asset management, or similarly complex environments.
- Advanced financial modelling capability, with experience building and maintaining models for budgeting, forecasting, and scenario analysis.
- Proven ability to produce clear, structured management information and presentations for senior stakeholders.
- Advanced Power BI capability, including:
- Designing and maintaining semantic models
- Strong understanding of data modelling, relationships, and DAX
- Experience building scalable reporting solutions, not just dashboards
- Ability to ensure consistency and governance across outputs
- Strong data mindset, with the ability to interrogate and validate data across multiple systems and sources.
- Experience working with or navigating data warehouses or data lakes to support analysis and reporting.
- Ability to generate clear insights at pace, focusing on key business drivers and decision relevance.
- Strong attention to detail combined with sound commercial judgement.
- Effective communication and stakeholder management skills, with the ability to present findings clearly and challenge constructively.
- Experience supporting or reviewing the work of analysts and contributing to team delivery standards.
- Undergraduate degree or equivalent combination of training and experience. Finance, Accounting, Economics, or related discipline preferred.
- Professional qualification (ACA, ACCA, CFA, CIMA or similar) preferred.
Special Factors
Vanguard is not offering visa sponsorship for this position.
This position is hybrid and would require you to be in our office 3 days per week.
Why Vanguard?
Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.
It's what we stand for: value to investors.
Inclusion Statement
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Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve.
We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Please note that we review applications on a rolling basis and may close this role early if there is a high level of interest. To avoid missing out, we recommend applying as soon as possible
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.
Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.
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