Associate - Financial Planning & Analysis

Job Description:Associate - Financial Planning & AnalysisGuggenheim SecuritiesPosition SummaryAs Guggenheim Securities continues to grow and elevate its functional capabilities, the FP&A team is expanding through a newly created Associate role. The role will report to the Head of FP&A, serving as a key member of the Finance team responsible for financial and operational reporting, forecasting, and planning. The FP&A Associate will partner closely with business leaders across the firm to deliver insightful financial analysis and operational metrics that drive strategic decision-making. The successful candidate will play a critical role in enhancing our FP&A capabilities through improved reporting processes, advanced analytics, and actionable business insights.Essential Job FunctionsSupport the annual planning process, long-term financial forecasting, and monthly close cyclesContribute to the implementation and maintenance of actuals reporting and rolling forecasts, both on a Management and GAAP basisPrepare executive-level reporting materials and presentations that clearly communicate financial results and business trendsBuild and maintain financial models, including regulatory capital projections and balance sheet analysisParticipate in special projects including strategic initiatives and Finance transformation effortsCollaborate with cross-functional teams to identify opportunities for process improvement and operational efficiencySupport the modernization of financial reporting infrastructure through system optimization and automationPreferred QualificationsStrong analytical and problem-solving skills with ability to translate complex data into actionable insightsDemonstrated ability to work collaboratively across functions and influence stakeholders at various levelsExcellent organization, time management, and communication skills (both written and verbal)High attention to detail with commitment to delivering quality work productSelf-motivated with desire to take ownership of projects and drive continuous improvementProficient in Microsoft Office suite, particularly advanced Excel and PowerPoint skillsExperience with Workday and Adaptive Planning systems preferredUndergraduate degree in Accounting, Economics, or Finance, or related field. CMA, CPA, or MBA degrees preferred3-5 years of progressive experience in FP&A or related finance rolesPrior experience in financial services industry is a plusWork LocationCurrently, this role is expected to be in the New York office at least 3 days per week.SalaryAnnual base salary between $115,000 - $130,000.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 Us:Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.