Financial Planning Analyst, Senior Associate at Vanguard | Dublin, Leinster, IE | Rezi

Financial Planning Analyst, Senior Associate at Vanguard

Financial Planning Analyst, Senior Associate

Vanguard · Dublin, Leinster, IE

1 months ago

Financial Planning Analyst, Senior Associate

Vanguard · Dublin, Leinster, IE

2 months ago
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About the Role

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, and advanced Power BI capability.

Responsibilities

  • Own delivery of the Europe plan and forecasts, including fiscal plan and quarterly outlooks.
  • Produce ExCo-grade management information, supporting executive materials and narrative.
  • Maintain oversight of the Europe P&L, tracking cost drivers, headcount, and allocations.
  • Build and own advanced financial models for forecasting, scenario analysis, and long-range planning.
  • Deliver insight at pace by identifying trends, risks, and opportunities.
  • Own Power BI reporting outputs, designing and maintaining scalable reporting solutions.
  • Work close to the data, interrogating data across systems and challenging outputs.
  • Improve planning and reporting processes to simplify workflows and increase reliability.
  • Raise quality across the team by reviewing analyst outputs and enforcing high standards.
  • Handle complex ad hoc requests, bringing structure and clarity to ambiguous questions.

Requirements

  • 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, and experience building scalable reporting solutions.
  • 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.
  • Professional qualification (ACA, ACCA, CFA, CIMA or similar) preferred.
  • Vanguard is not offering visa sponsorship for this position.

Skills

  • Advanced financial modelling
  • ExCo-level MI ownership
  • Strong data and systems awareness
  • Advanced Power BI capability
  • Data modelling
  • DAX
  • Scalable reporting solutions
  • Data interrogation
  • Data validation
  • Data warehouses
  • Data lakes
  • Commercial judgement
  • Communication
  • Stakeholder management

Location

  • Hybrid

Work Type

  • Hybrid

Experience Level

  • Senior

Education Level

  • Undergraduate degree or equivalent
  • Finance, Accounting, Economics, or related discipline preferred
  • Professional qualification (ACA, ACCA, CFA, CIMA or similar) preferred

About the Company

  • Vanguard is a different kind of investment company, founded in the United States in 1975 on the principle that an investment company should manage its funds solely in the interests of its clients.
  • This philosophy has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.
  • 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.

Equal Opportunity

  • 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.