Financial Planning and Analysis Lead

1 day ago


New York, New York, United States Guggenheim Securities Full time
Overview

Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. We are seeking a Financial Planning and Analysis Lead to join our team in New York. As a key member of our finance team, you will be responsible for leading the financial planning and analysis function, partnering closely with business leaders to deliver value-added business analysis and financial insights that drive informed decision making.

About the Role

The successful candidate will oversee the annual budgeting process, long-term financial forecasting, monthly reporting, and special projects such as strategic initiatives and finance transformation. You will also drive the implementation of rolling forecasts and analysis of results against forecast/plans, prepare executive reporting materials and presentations to summarize results and assess outlook, develop financial models and analysis, including cash flow and key balance sheet metrics, conduct quarterly valuation analysis of the business, and support the modernization of our financial reporting infrastructure by instituting and leveraging tools and systems.

Responsibilities

  • Oversee the annual budgeting process, long-term financial forecasting, monthly reporting, and special projects (e.g., strategic initiatives and finance transformation)
  • Drive implementation of rolling forecasts and analysis of results against forecast/plans
  • Prepare executive reporting materials and presentations to summarize results and assess outlook
  • Develop financial models and analysis, including cash flow (direct & indirect) and key balance sheet metrics
  • Conduct quarterly valuation analysis of the business and benchmark against publicly traded peers
  • Support modernization of the firm's financial reporting infrastructure by instituting and leveraging tools and systems


About You

We are looking for a highly skilled and experienced professional who can motivate others and influence across functions and levels. The ideal candidate will have a strong track record of delivering quality work product, excellent problem-solving skills, and a desire to take ownership of processes and improve them. A proficiency in Microsoft Office suite, particularly Excel, is required, as well as experience with Workday ERP and OneStream CPM systems. The ability to operate in a demanding and fast-paced environment is essential.

In return, we offer an attractive compensation package, including an estimated salary of $200,000 - $250,000 per year, based on location and experience.

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