Associate - Financial Planning & Analysis

Guggenheim Partners • New York, NY

1d • $115,000 - $130,000 • Hybrid

About The Position

As Guggenheim Securities continues to grow and elevate its functional capabilities, the FP&A team is expanding through a newly created Associate role. The role will report to the Head of FP&A, serving as a key member of the Finance team responsible for financial and operational reporting, forecasting, and planning. The FP&A Associate will partner closely with business leaders across the firm to deliver insightful financial analysis and operational metrics that drive strategic decision-making. The successful candidate will play a critical role in enhancing our FP&A capabilities through improved reporting processes, advanced analytics, and actionable business insights.

Requirements

• Strong analytical and problem-solving skills with ability to translate complex data into actionable insights
• Demonstrated ability to work collaboratively across functions and influence stakeholders at various levels
• Excellent organization, time management, and communication skills (both written and verbal)
• High attention to detail with commitment to delivering quality work product
• Self-motivated with desire to take ownership of projects and drive continuous improvement
• Proficient in Microsoft Office suite, particularly advanced Excel and PowerPoint skills
• Undergraduate degree in Accounting, Economics, or Finance, or related field
• 3-5 years of progressive experience in FP&A or related finance roles

Nice To Haves

• Experience with Workday and Adaptive Planning systems preferred
• CMA, CPA, or MBA degrees preferred
• Prior experience in financial services industry is a plus

Responsibilities

• Support the annual planning process, long-term financial forecasting, and monthly close cycles
• Contribute to the implementation and maintenance of actuals reporting and rolling forecasts, both on a Management and GAAP basis
• Prepare executive-level reporting materials and presentations that clearly communicate financial results and business trends
• Build and maintain financial models, including regulatory capital projections and balance sheet analysis
• Participate in special projects including strategic initiatives and Finance transformation efforts
• Collaborate with cross-functional teams to identify opportunities for process improvement and operational efficiency
• Support the modernization of financial reporting infrastructure through system optimization and automation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level