VP, FP&A — Strategic Financial Modeling & Leadership

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

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.