Lead Financial Analyst, Enterprise Finance & Transformation

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 five years' related work experience, with at least two years supporting business case development, strategy & transformation efforts, product & portfolio reviews, or financial analysis required Undergraduate degree or equivalent combination of training and experience required

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 preferred Familiarity with lean / agile portfolio management or portfolio-level financial concepts preferred Scaled Agile (SAFe) Lean Portfolio Management (LPM) certification or similar portfolio / program finance training preferred but not required 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. Vanguard, one of the world's largest 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. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.