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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in workforce planning, financial budgeting, and resource allocation, with a strong ability to synthesize data into actionable insights for strategic decision-making. Proficient in utilizing tools like Power BI and Excel for advanced modeling to enhance organizational effectiveness.
Highest-signal resume keywords
Portfolio ManagementFinancial BudgetingResource PlanningPower BIAdvanced Excel Modeling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Workforce PlanningFinancial Performance MonitoringVariance AnalysisData-Driven RecommendationsExecutive ReportingPerformance MetricsKPI DefinitionInvestment AnalysisContinuous ImprovementOperational Process Enhancement
Soft Skills
Strategic PlanningCollaborationCommunicationGovernance FacilitationDecision-Making
Tools & Technologies
Power BIExcelClaude CodeAI Tools
Industry Keywords
Resource AllocationBusiness AlignmentPortfolio PlanningOperational GoalsFinancial Insights
About the role
Key responsibilities & impact- Lead workforce planning activities to align organizational capacity with priorities, strategic objectives, and anticipated demand
- Analyze resource utilization, capacity constraints, and workforce trends to support hiring strategies, resource allocation, and long-term planning
- Support budget development, forecasting, variance analysis, and ongoing financial performance monitoring
- Provide financial insights and governance for resource allocation, spending transparency, and business alignment
- Facilitate portfolio planning and prioritization, evaluating initiatives, resource demands, risks, and business value
- Develop business cases, investment analyses, and data-driven recommendations for strategic investment and funding decisions
- Define and monitor executive reporting, performance metrics, dashboards, and KPIs
- Synthesize operational, financial, and portfolio data into executive-ready insights and communications
- Partner with leadership on strategic planning, operational goals, and business-priority execution
- Coordinate planning activities, governance processes, and operating rhythms
- Improve planning, governance, reporting, and operational processes
- Drive continuous improvement to enhance organizational effectiveness and streamline decision-making
Requirements
What you’ll need- Experience in portfolio management
- Experience with financial budgeting
- Experience in resource planning
- Experience using Power BI
- Experience using Excel with advanced modeling
- Experience with Claude Code or any AI tool is a plus
- Undergraduate degree or equivalent combination of training and experience
- Graduate degree preferred
- Must not require visa sponsorship; Vanguard is not offering visa sponsorship for this position
Benefits
Comp & perks- Hybrid working model
- Enhanced flexibility
- In-person learning, collaboration, and connection
- Long-term client wellbeing mission
- Learning and development opportunities
- Collaborative, mission-driven culture