Guggenheim Investments
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VP, Financial Planning & Analysis
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Guggenheim Investments 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-visibility role providing comprehensive exposure to all financial aspects of the business. This role will be based in Guggenheim’s New York office and the ideal candidate will bring solid experience in FP&A and Corporate Finance. Responsibilities
Prepare annual and monthly management financial forecasts of AUM, revenue and cash based on actual results and business inputs Prepare monthly management reporting packages, dashboards and support materials Prepare financial reporting packages for GPIMH credit facility lenders and rating agency reviews Prepare monthly analysis and presentation of financial results compared to prior year and budget and provide explanation of key drivers Produce financial information in support of due diligence processes and executive level decision making Fully leverage Workday Finance capabilities for financial planning, reporting and analysis 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 improve and ensure data integrity and consistency Validate, balance and reconcile various kinds of transactions and reports. Analyze and verify internal consistency, completeness and mathematical accuracy of accounting documents Qualifications
Basic Qualifications
Hold an undergraduate degree in Finance or a related discipline 5+ years’ experience in FP&A or related fields such as consulting, accounting, investment management Experience building and maintaining 3-statement models, providing custom analysis for stakeholders, and an overall familiarity with financial modeling best practices Experience supporting or managing complex projects in a fast-paced, high-performing environment Advanced Excel skills to build dynamic, efficient, and intuitive financial models and work with large data sets 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 the basic 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 Salary
Annual base salary between $140,000.00-$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. Seniority level
Executive Employment type
Full-time Job function
Finance and Sales
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VP, Financial Planning & Analysis
role at
Guggenheim Investments 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-visibility role providing comprehensive exposure to all financial aspects of the business. This role will be based in Guggenheim’s New York office and the ideal candidate will bring solid experience in FP&A and Corporate Finance. Responsibilities
Prepare annual and monthly management financial forecasts of AUM, revenue and cash based on actual results and business inputs Prepare monthly management reporting packages, dashboards and support materials Prepare financial reporting packages for GPIMH credit facility lenders and rating agency reviews Prepare monthly analysis and presentation of financial results compared to prior year and budget and provide explanation of key drivers Produce financial information in support of due diligence processes and executive level decision making Fully leverage Workday Finance capabilities for financial planning, reporting and analysis 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 improve and ensure data integrity and consistency Validate, balance and reconcile various kinds of transactions and reports. Analyze and verify internal consistency, completeness and mathematical accuracy of accounting documents Qualifications
Basic Qualifications
Hold an undergraduate degree in Finance or a related discipline 5+ years’ experience in FP&A or related fields such as consulting, accounting, investment management Experience building and maintaining 3-statement models, providing custom analysis for stakeholders, and an overall familiarity with financial modeling best practices Experience supporting or managing complex projects in a fast-paced, high-performing environment Advanced Excel skills to build dynamic, efficient, and intuitive financial models and work with large data sets 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 the basic 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 Salary
Annual base salary between $140,000.00-$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. Seniority level
Executive Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr