Position Summary

Guggenheim Investments is seeking an exceptional candidate to join its Financial Planning & Analysis function. This person will join a high performance and service oriented team responsible for the financial management of Guggenheim Investments. This individual will oversee a small team and be responsible for the budgeting, forecasting, analysis, expense efficiency, reporting, and business support.

This is an in-person position is based in our NYC office 4 days per week.

Responsibilities

Key Responsibilities

• Lead end-to-end execution of financial planning and forecasting processes ensuring accuracy, efficiency, and alignment with strategic goals
• Lead development and maintenance of reporting processes and deliverables
• Lead preparation of management reporting packages, dashboards, and support materials
• Oversee preparation of quarterly and annual reporting packages for term loan lender group and rating agencies and ensure compliance with all covenants in the credit agreement
• Manage the monthly cash forecasting process, including the preparation, analysis, and reporting of cash flow projections to ensure optimal liquidity and support strategic decision-making.
• Lead and mentor a team of FP&A personnel, providing guidance, performance feedback, and professional development to drive high-quality deliverables.
• Responsible for compiling, analyzing, and presenting financial information in support of due diligence processes and to inform executive level decision making
• Fully leveraging Workday Finance and Adaptive 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 establishing processes and controls to improve and ensure data integrity and consistency
• Direct the development, compilation, review, and distribution of operational performance reports to include key metrics
• Review requests for financial information in context of RFPS, DDQs, or other regulatory events and provide applicable response
• Participate in monthly financial close process; ensure integrity of financial information
• Report on key operating metrics used to drive the business to greater efficiency
• Facilitate periodic performance analysis of existing business and new business investments
• Partner with cross-functional teams (Accounting, Treasury, Operations, etc.) to streamline business processes to align on financial objectives and ensure consistency in reporting

Qualifications

Basic Qualifications

• Undergraduate degree in Finance in other related discipline
• 7+ years’ experience in FP&A or related fields such as consulting, accounting, investment management.
• Preferred experience in the Financial Services industry
• Advanced financial modeling and analytical skills, experience managing and supporting complex projects, and strong ability to execute and rapidly iterate in a fast-paced, high-performance environment
• High attention to detail with ability to maintain big picture perspective
• Proven previous experience in a managerial or supervisory role

Preferred Qualifications

• Demonstrated analytical and technical acumen, with robust understanding of financial statements, financial analysis, and accounting principles
• Previous experience managing lender reporting and relationships
• Advanced Excel skills to build dynamic, efficient, and intuitive financial models and work with large data sets
• Experience implementing and leveraging ERP functionality for reporting and forecasting
• Rigorous analytical thinking and problem-solving skills, and ability to successfully navigate varying degrees of ambiguity with minimal guidance
• Exceptional execution skills to tackle open-ended projects, impose structure, and identify and methodically resolve roadblocks with limited oversight
• Extraordinary attention to detail while maintaining big picture perspective to connect the dots across insights and initiatives
• Ownership mindset, resourcefulness, and commitment to delivering thoughtful, high-quality work product
• Excellent communication skills and ability to synthesize and clearly articulate messages that link financial results and business issues at the executive level
  

Salary Range

Annual base salary between

$185,000.00-$190,000.00

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.