Undergraduate degree in Finance or related discipline
5+ years' experience in FP&A or related fields
Advanced financial modeling and analytical skills
Experience managing complex projects in fast-paced environments
Advanced Excel skills for financial modeling and data analysis
Exceptional attention to detail with a big-picture perspective
Excellent communication skills for executive-level articulation
Ownership mindset and commitment to high-quality work
Responsibilities
Prepare annual and monthly financial forecasts of AUM, revenue, and cash
Prepare monthly management reporting packages and dashboards
Create financial reporting packages for lenders and rating agencies
Analyze and present financial results versus prior year and budget
Produce financial information to support due diligence and decision making
Leverage Workday Finance and Adaptive for financial planning and reporting
Enhance financial planning and reporting processes for efficiency
Ensure data integrity and reconciliation of transactions and reports
Benefits
Comprehensive exposure to all financial aspects of the business
High-impact, high-visibility role
Opportunity for ongoing improvements in financial processes
Experience with advanced financial systems and technologies
Support a fast-paced and high-performing team environment
Full Job Description
Position Summary
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.
Responsibilities
Key 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
Qualifications
Basic Qualifications
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
Preferred Qualifications
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
We are not seeking agency assistance with this role.
We are unable to consider candidates who require current or future visa sponsorship for employment in the United States. Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.
The benefits offered for this position:
Competitive compensation
401k with matching contribution
Healthcare and wellbeing programs
Paid leave
Learning and development opportunities
Family and caregiving support
Employee assistance program
Salary Range
Annual base salary between $145,000.00-$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.
About Guggenheim Partners
Guggenheim Partners is a global investment and advisory firm with more than $310 billion in assets under management. The firm provides expertise in investment management, investment banking, and insurance services to institutions, governments, and individuals. Guggenheim Partners is headquartered in New York City and has offices in more than 25 cities worldwide. The firm was founded in 1999 by a group of senior executives from Salomon Brothers.
