The International Planning & Reporting team partners with regions to deliver critical planning, forecasting, and performance reporting, serving as connective tissue across regions
Job Summary
The International Planning & Reporting team partners with regions to deliver critical planning, forecasting, and performance reporting, serving as connective tissue across regions.
This role owns forecast cycles and produces key deliverables such as the Quarterly Business Review (QBR) and Long-Term Plan (LTP), synthesizing regional insights and reviewing team output.
Vanguard is on a mission to work for the long-term financial wellbeing of its clients, leading through product and services that transform clients' lives and fostering a hybrid working model for collaboration and flexibility.
Matching Summary
The International Planning & Reporting team partners with regions to deliver critical planning, forecasting, and performance reporting, serving as connective tissue across regions.
Skills & Requirements
Must-have
Financial analysis and modeling
Forecasting and performance reporting
Cross-regional stakeholder management
Process streamlining and improvement
Senior leader presentations
Nice-to-have
Proactive forecast stewardship
Informal leadership of analysts
Thought leadership in financial methodologies
Mission-driven culture
Collaborative team environment
Key Requirements
Minimum five years related work experience
At least two years financial services industry experience
Undergraduate degree or equivalent
Economics or Finance degree preferred
Graduate degree preferred
CPA, CFM, CMA, or other financial designation preferred