Guggenheim Securities
VP, Financial Planning & Analysis page is loaded## VP, Financial Planning & Analysislocations:
330 Madison Ave (2nd Fl), New York City, NY,UStime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
JR-2025-100764# # **Position Summary**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**# **Key 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, prodiving custom analysis for stakeholders, and an overall familiarity with financial modeling best practices* Have 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 Range**Annual base salary between$140,000.00-$160,000.00The 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.We focus relentlessly on delivering results through innovative solutions. We relish opportunities to solve complex problems through exhaustive approaches. As we conduct our business every day, every member of Guggenheim is expected to uphold our uncompromising standards for integrity and excellence and to be personally accountable for their actions and business results.Our principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise. To succeed at Guggenheim, candidates should be a strong fit with our business principles, culture, and value system. We encourage you to review Our Firm page to learn more about how we seek to create value through our diversified businesses. Visit the link below to review our current openings and job descriptions and to apply today.We offer compelling opportunities for self-starters who take great pride in the quality of their work and seek to exceed expectations. We are looking for people who take ownership, adhere to the highest standards, and think creatively to realize opportunities.Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: #GuggenheimInvestments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim’s professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients.Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs. #J-18808-Ljbffr
330 Madison Ave (2nd Fl), New York City, NY,UStime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
JR-2025-100764# # **Position Summary**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**# **Key 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, prodiving custom analysis for stakeholders, and an overall familiarity with financial modeling best practices* Have 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 Range**Annual base salary between$140,000.00-$160,000.00The 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.We focus relentlessly on delivering results through innovative solutions. We relish opportunities to solve complex problems through exhaustive approaches. As we conduct our business every day, every member of Guggenheim is expected to uphold our uncompromising standards for integrity and excellence and to be personally accountable for their actions and business results.Our principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise. To succeed at Guggenheim, candidates should be a strong fit with our business principles, culture, and value system. We encourage you to review Our Firm page to learn more about how we seek to create value through our diversified businesses. Visit the link below to review our current openings and job descriptions and to apply today.We offer compelling opportunities for self-starters who take great pride in the quality of their work and seek to exceed expectations. We are looking for people who take ownership, adhere to the highest standards, and think creatively to realize opportunities.Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: #GuggenheimInvestments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim’s professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients.Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs. #J-18808-Ljbffr