Portfolio Governance & Workforce Strategy Lead

Core Responsibilities:

1.       Workforce Planning and Capacity Management

• Lead workforce planning activities to ensure organizational capacity aligns with current priorities, strategic objectives, and anticipated future demand.
• Analyze resource utilization, capacity constraints, and workforce trends to support hiring strategies, resource allocation decisions, and long-term planning.

2.       Financial Planning, Forecasting, and Governance

• Support financial planning processes, including budget development, forecasting, variance analysis, and ongoing financial performance monitoring.
• Provide financial insights and governance to help ensure effective allocation of resources, transparency of spending, and alignment with business objectives.

3.       Portfolio Prioritization and Investment Analysis 

• Facilitate portfolio planning and prioritization activities, helping leaders evaluate competing initiatives, resource demands, risks, and business value.
• Develop business cases, investment analyses, and data-driven recommendations to support strategic investment and funding decisions.

4.       Executive Reporting, KPIs, and Dashboards 

• Define and monitor executive reporting, performance metrics, dashboards, and key performance indicators that provide visibility into organizational health and strategic progress.
• Synthesize complex operational, financial, and portfolio data into meaningful insights and executive-ready communications.

5.       Strategic Planning and Business Operations

• Partner with leadership to support strategic planning, operational goal setting, and execution of business priorities.
• Coordinate planning activities, governance processes, and operating rhythms to ensure alignment between strategy, financial objectives, and organizational execution.

6.       Process Improvement and Organizational Effectiveness 

• Identify opportunities to improve planning, governance, reporting, and operational processes to increase efficiency, consistency, and business value.
• Drive continuous improvement initiatives that enhance organizational effectiveness, streamline decision-making, and support achievement of strategic objectives.

Qualifications:

• Portfolio Management
• Financial Budgeting
• Resource Planning
• Experience with using PowerBI
• Experience with using Excel (Advanced Modeling)

Preferences:

• Experience with Claude Code or any AI tool is a plus
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

Special Factors

Sponsorship

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.