Financial Planning & Analysis, Vice President

Guggenheim Investments; New York (NY); On-site; USD 145,000 - 160,000; Full time

Benefits offered by this job

Competitive compensation

401k with matching contribution

Healthcare and wellbeing programs

Paid leave

Learning and development opportunities

Family and caregiving support

Employee assistance program

Job summary

Guggenheim Investments is seeking an exceptional FP&A professional to join our New York team for high-impact financial planning and analysis. The role offers exposure to corporate finance, capital needs, and strategic initiatives, with a focus on advanced modeling and insightful analytics.

The candidate will build long-range models, support monthly results analyses, and help deploy a new AI-enabled reporting platform using Workday Finance, collaborating across finance teams and senior leadership.

Qualifications

• Undergraduate degree in Accounting, Finance or a related discipline.
• 5+ years’ FP&A or related experience such as consulting, accounting, auditing, and investment management.
• Demonstrate advanced financial modeling, problem solving, and analytical skills.
• Strong understanding of financial statements, financial analysis, and accounting principles.
• Advanced Excel skills to build dynamic, efficient, and intuitive financial models and work with large data sets.
• Experience supporting or managing complex projects in a fast-paced environment.
• Attention to detail with a big-picture perspective.
• Excellent communication skills to articulate results at the executive level.

Responsibilities

• Build and maintain long-range financial models and scenario analyses for strategic planning, valuation, and capital needs.
• Prepare monthly analysis and presentation of financial results vs prior year and budget with key driver explanations.
• Analyze profitability, growth initiatives, and financial metrics across business/product/fund levels.
• Assist design and adoption of a new reporting/forecasting platform leveraging Workday Finance and AI for insights.
• Prepare/review financial reporting packages for lenders and rating agencies; perform ad hoc capital-structure analyses.
• Generate information in support of due diligence and executive decision making.
• Collaborate with Finance teams to leverage accounting data for FP&A materials; develop leadership decks and talking points.
• Drive improvements to planning and reporting processes, streamline workflows, and upgrade models.
• Ensure data integrity and consistency through robust controls.

Skills

Financial modeling

Advanced Excel

Analytical thinking

Communication skills

Project management

Data-driven decision making

Workday Finance

ERP reporting

Lender reporting

Education

Bachelor's degree in Accounting or Finance

Tools

Workday Finance

ERP systems

Job description

Position Summary

Guggenheim Investments is seeking an exceptional, analytical, and highly motivated individual to be part of our FP&A team. This is a high-impact, high-Guggenheim Investments is seeking an exceptional, analytical, and highly motivated individual to be part of our corporate FP&A team. This is a high-impact, high-visibility role providing comprehensive exposure to all financial aspects of the business. This role will be based in Guggenheim’s New York office four days per week. The ideal candidate will bring solid experience in FP&A and Corporate Finance.

Responsibilities

Key Responsibilities

• Build and maintain long-range financial models and scenario analyses to support strategic planning, valuation, and capital needs
• Prepare monthly analysis and presentation of financial results compared to prior year and budget, including explanations of key drivers
• Dive into a wide array of analytics, including business/product/fund-level profitability, growth initiatives, and financial metrics
• Assist in the design, build, testing, and ultimate adoption of a new reporting and forecasting platform that leverages Workday Finance and artificial intelligence to generate timely insights for senior management
• Prepare/review financial reporting packages for credit facility lenders and rating agency reviews. Utilize knowledge of capital structure to perform ad hoc analysis.
• Produce financial information in support of due diligence processes and executive level decision making
• Partner with other Finance teams in Guggenheim to understand financial results and identify key developments to analyze in FP&A materials. Fully leverage accounting data and other capabilities in Workday Finance.
• Produce presentation decks and talking points for leadership
• Accountable for ongoing improvements to financial planning and reporting processes, streamlining workflows, and upgrading financial models to support evolving business needs and align with industry best practices
• Accountable for adhering to processes and controls to ensure data integrity and consistency

Qualifications

Basic Qualifications

• Hold an undergraduate degree in Accounting, Finance or a related discipline.
• 5+ years’ experience in FP&A or related fields such as consulting, accounting, auditing, and investment management.
• Demonstrate advanced financial modeling, problem solving, and analytical skills
• Demonstrate a robust understanding of financial statements, financial analysis, and accounting principles
• Advanced Excel skills to build dynamic, efficient, and intuitive financial models and work with large data sets
• Have experience supporting or managing complex projects in a fast-paced, high-performing environment
• Exceptional attention to detail with the ability to maintain a big-picture perspective
• Excellent communication skills and ability to articulate financial results and business issues at the executive level
• Ownership mindset, resourcefulness, and commitment to delivering high-quality work

Preferred Qualifications

• Experience in the Asset Management industry and an understanding of fund structures
• Demonstrated analytical and technical acumen, with a robust understanding of financial statements, financial analysis, and accounting principles
• Previous experience managing lender reporting and relationships is a plus
• Experience implementing and leveraging ERP functionality for reporting and forecasting
• Strong analytical thinking and problem-solving skills; ability to successfully navigate varying degrees of ambiguity with minimal guidance

We are not seeking agency assistance with this role.

We are unable to consider candidates who require current or future visa sponsorship for employment in the United States. Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.

The benefits offered for this position:

• Competitive compensation
• 401k with matching contribution
• Healthcare and wellbeing programs
• Paid leave
• Learning and development opportunities
• Family and caregiving support
• Employee assistance program

Salary Range

Annual base salary between

$145,000.00-$160,000.00

The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.