Financial Planning & Analysis, Vice President

Role Overview

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.

What You Will Do

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.

Why It Might Be a Fit

The ideal candidate will bring solid experience in FP&A and Corporate Finance. Partner with other Finance teams in Guggenheim to understand financial results and identify key developments to analyze in FP&A materials.

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

Benefits

• Competitive compensation
• 401k with matching contribution
• Healthcare and wellbeing programs
• Paid leave
• Learning and development opportunities
• Family and caregiving support
• Employee assistance program

Tagged as: Financial Modeling