Sr. Data Analyst
Vanguard, Malvern, PA, United States
Vanguard’s Financial Advisor Services (FAS) business partners with financial advisors and advisory firms to deliver investment solutions, insights, and support. We are seeking a senior data analyst to support how FAS measures performance, sets goals, and plans for the future. This role sits within the FAS Business Intelligence organization and operates as a senior individual contributor. You will own the definition, calculation and governance of core performance metrics, as well as the development and maintenance of forecasting models and data supporting goal-setting methodologies used by leaders across sales, strategy, and distribution.
Success in this role requires an inherent commitment to data quality, comfort with ambiguity and an inquisitive mindset. Ideal candidate brings a blend of business acumen and technical expertise needed to design data models, build pipelines and transformations to maintain high standards for metrics integrity.
Responsibilities
What You’ll Be Responsible For
Own the definition, calculation logic, and governance of core FAS performance metrics; including inclusions/exclusions, calculation logic, versioning, and change management.
Ensure metric consistency and accuracy across reporting and analytical outputs
Owns and maintains forecasting model and serves as the data expert supporting goal-setting methodologies
Apply multivariate analysis, exploratory modeling, and back-testing to design, test, and refine forecasting and goal-setting methodologies; balancing analytical rigor with creative hypothesis development
Partner closely with internal Sales Compensation teams to ensure results are captured and delivered accurately
Conducts persona-based impact analysis resulting from changes in underlying data sources
Independently identify process enhancement opportunities focused on risk reduction
Leverages automation to increase scalability and create process efficiencies that enable consistent, reliable analytical outputs.
Partners with internal BI team and stakeholders as need to provide clarity and guidance on metric interpretation, assumptions, and limitations
Other projects and duties as assigned
Required
7+ years of experience in analytics, business intelligence, financial analysis, or a related field
Demonstrated ownership of KPIs, forecasting models, or goal-setting methodologies
Proficient with SQL and Python and experience working with large, complex datasets
Experience with sales, distribution, or compensation-related analytics
Strong ability to communicate complex analytical concepts to non-technical stakeholders
Proven track record of operating independently in high-visibility environments
Advanced degree (MBA, MS in Analytics, etc.) or equivalent work experience preferred
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.
Success in this role requires an inherent commitment to data quality, comfort with ambiguity and an inquisitive mindset. Ideal candidate brings a blend of business acumen and technical expertise needed to design data models, build pipelines and transformations to maintain high standards for metrics integrity.
Responsibilities
What You’ll Be Responsible For
Own the definition, calculation logic, and governance of core FAS performance metrics; including inclusions/exclusions, calculation logic, versioning, and change management.
Ensure metric consistency and accuracy across reporting and analytical outputs
Owns and maintains forecasting model and serves as the data expert supporting goal-setting methodologies
Apply multivariate analysis, exploratory modeling, and back-testing to design, test, and refine forecasting and goal-setting methodologies; balancing analytical rigor with creative hypothesis development
Partner closely with internal Sales Compensation teams to ensure results are captured and delivered accurately
Conducts persona-based impact analysis resulting from changes in underlying data sources
Independently identify process enhancement opportunities focused on risk reduction
Leverages automation to increase scalability and create process efficiencies that enable consistent, reliable analytical outputs.
Partners with internal BI team and stakeholders as need to provide clarity and guidance on metric interpretation, assumptions, and limitations
Other projects and duties as assigned
Required
7+ years of experience in analytics, business intelligence, financial analysis, or a related field
Demonstrated ownership of KPIs, forecasting models, or goal-setting methodologies
Proficient with SQL and Python and experience working with large, complex datasets
Experience with sales, distribution, or compensation-related analytics
Strong ability to communicate complex analytical concepts to non-technical stakeholders
Proven track record of operating independently in high-visibility environments
Advanced degree (MBA, MS in Analytics, etc.) or equivalent work experience preferred
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.