Sr Data Analyst (Executive Reporting-J&CX))

Vanguard's PI Journey & Client Experience (J&CX) Analytics team is expanding! We are seeking a seasoned data analyst to enhance executive reporting for Personal Investor's key products. The J&CX Analytics team supports the PI Services & Operations (S&O) business within Personal Investor Division. This role involves close collaboration with S&O business stakeholders to gather reporting requirements, develop logic for sourcing metrics, and translate these metrics into executive-level visuals using Tableau. Additionally, the analyst will automate dashboards for regular updates, ensuring consistent tracking of product performance throughout the year. We are seeking a highly skilled and experienced Business Intelligence Specialist to join our Personal Investor Division. The ideal candidate will have over 7 years of experience in the data analytics space within the financial services industry, with a strong focus on designing and delivering compelling business intelligence reports and executive dashboards using Tableau. This role requires a strategic thinker who can lead dashboard consolidation efforts, enhance existing reporting solutions, and champion data storytelling to influence senior leadership and drive business outcomes. Core Responsibilities: • Design and deliver intuitive dashboards, reports, and visualizations that communicate key metrics, trends, and insights to senior leadership. • Create compelling executive dashboards using Tableau that are tailored for senior stakeholders. • Lead efforts to consolidate and streamline existing dashboards across the division. • Maintain and enhance existing BI dashboards to ensure continued relevance and accuracy. • Champion the use of data storytelling to influence strategic decisions and drive business outcomes. • Ensure complex data sets are presented in a way that is accessible, compelling, and tailored to the audience. • Ensure data accuracy, integrity, and consistency across BI tools and reporting environments. • Collaborate with data engineering and governance teams to prioritize roadmaps and maintain high data quality standards. • Assist in developing the visualization skills of other analysts on the team. • Serve as the primary BI partner for executive and senior business leaders, understanding their needs and delivering insights that drive value. • Effectively communicate findings and recommendations to both technical and non-technical stakeholders. • Influence decision-making through compelling narratives backed by data, promoting a data-driven culture across the business. Qualifications: • 7+ years of experience in data analytics, with a strong background in the financial services industry. • Proven expertise in Tableau, with a portfolio of executive dashboards and visualizations. • Exceptional communication, presentation, and stakeholder management skills, especially at the executive level. • Familiarity with statistical analysis, Python/R, or machine learning concepts. • Bachelor's degree (Masters is preferred) in Business, Data Science, Computer Science, Finance, or related field. • Experience working with large and complex data sets. • Familiarity with data governance and regulatory compliance standards. Special Factors SponsorshipVanguard 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.