Financial Planning & Analysis, Vice President

Guggenheim Investments•New York, NY

3d•$145,000 - $160,000•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

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

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