Finance Operations Associate-Disbursements

Guggenheim Investments

2d•$72,000 - $80,000•Remote

About The Position

We are seeking a detail-oriented and experienced Associate to join our Finance Operations team. This role is responsible for managing our procure-to-pay cycle, including procurement, invoice coding and review, and supplier onboarding. The ideal candidate will have a strong background in accounts payable, supplier relationship management, and ERP systems (Workday). This is a full-time remote role for candidates in the Topeka and Kansas City area. The team will convene in-person monthly or quarterly as needed for meetings, training, events, and onboarding.

Requirements

Bachelor’s degree in related field
Minimum 3 years of experience in Accounts Payable or Supplier Management
Working knowledge of ERP, accounting or vendor management systems for supplier setup, AP modules, reporting, etc.
Proficient in Excel
Attention to detail, commitment to quality, and problem-solving skills
Strong analytical, research, and reasoning skills

Nice To Haves

Ability to multi-task and eager to learn, collaborate, and work in fast-paced environment
Working knowledge of Workday (supplier setup, AP modules, reporting)
Experience interacting with suppliers and resolving payment or data issues
Familiarity with compliance requirements (e.g., W-9, W-8BEN, banking regulations)
Ability to work independently and collaboratively in a fast-paced environment
Experience in a global or multi-entity organization
Knowledge of procurement processes and vendor risk management
Understanding of tax implications related to supplier payments

Responsibilities

Establish procurement records to track invoices against contracts
Prepare invoices for payment processing
Review disbursements in accordance with the firm’s policies and accounting controls
Research and document methodology for invoice coding, including legal entity, cost center, or other applicable work tags
Understand the structure of legal entities and relationships between businesses to process supplier invoices and other payment requests.
Works closely with all involved parties to ensure financial transactions are property recorded and documented
Identify discrepancies, resolve issues, and follow up on outstanding payments
Support requests for information through scheduled reports or ad-hoc analysis
Review suppliers for sanctions and other onboarding requirements and maintain accurate records to comply with tax reporting requirements
Establish supplier records to track payments
Identify business processes / workflow enhancements to constantly improve the Workday Procurement and Supplier modules experience
Provides intimate knowledge on business processes, data mapping, and system configurations of modules