About Vanguard
More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.
Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.
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Team & Opportunity
The purpose of 'Financial Performance & Resource Oversight' domain and the responsibility of the Senior Finance Business Partner that leads this function, is to align financial strategies with business goals and provide critical financial insights and analysis to support strategic decision-making.
The role ensures the financial health and stability of the organization by managing budgets, forecasts, and performance monitoring whilst maintaining alignment to regional and global strategies and objectives .
Core Responsibilities
- Budgeting, forecasting, and financial modelling: Create and manage budgets, predict future financial trends, and develop financial models to support decision-making and strategic planning.
- Annual technology planning and spend monitoring: Oversee the yearly technology budget, track monthly spending, and ensure alignment with financial goals and objectives.
- Financial performance analysis and recommendations : Evaluate financial performance, identify variances, analyze trends, and provide actionable recommendations to improve financial outcomes.
- Financial advisory to non-finance stakeholders: Act as a trusted advisor to non-finance teams and technology leaders, offering financial guidance and support to help them achieve their goals.
- Capital allocation and workforce strategy implementation: Ensure proper allocation of capital resources, implement workforce strategies, and track progress against capital allocation plans.
- Workforce and financial reporting: Prepare and distribute comprehensive financial and workforce reports to key stakeholders, ensuring transparency and informed decision-making.
- Aligning financial goals with business strategies: Collaborate with department heads to ensure that financial goals are aligned with overall business strategies and objectives.
- Developing and tracking KPIs, OKRs, OHIs : Create and monitor key performance indicators, objectives, and health indicators to measure and drive performance.
- Identifying and mitigating financial risks: Recognize potential financial risks, develop mitigation strategies, and ensure compliance with regulatory and corporate governance standards.
- Supporting automation and digital finance tools: Implement and support digital finance tools like Power BI, drive process improvements, and promote a data-driven culture across the organization
What are we looking for
- Minimum 5 years related work experience from FP&A business partnering or business management background. Preference to have some working knowledge or Technology environments
- Economics or Finance degree preferred. CPA, CFM, CMA or other financial designation mandatory
- Strong analytical, data gathering and problem-solving skills. Power BI data analysis skills will be highly regarded. Strong PowerPoint and Excel skills are essential
- Excellent verbal and written communication skills, including confident presentational skills to senior leaders and business partners
- Knowledge or project and program management principals, tools and techniques preferred
- Able to confidently navigate complexity and ambiguity in and matrix, distributed and high-pressure global environment
- Has an adaptive, inquisitive and growth mindset. Can confidently challenge the status quo and strives for continuous improvement and efficiency opportunities.
- Can thrive in cross-functional, highly technical team of specialists and subject matter experts
Inclusion Statement
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.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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.