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Disbursements Financial Analyst

5 months ago

Topeka, United States Guggenheim Partners Full time

Position Summary

Guggenheim is seeking a motivated and detail-oriented individual to join the Finance Disbursements Team, reporting to the Disbursements and Expense Reporting Manager. This position will administer certain processes in the supplier, procurement, and payment workflows in accordance with the firm’s policy and accounting controls.

The ideal candidate will be located in the Lawrence, KS market or within a commutable distance to this location and open to the possibility of being office based in or around this area in the future.

Essential Job Functions

End-to-end supplier record maintenance, including review of onboarding requirements and maintaining accurate and complete records to comply with tax reporting requirements Create financial procurement records to assign invoices to contracts Notify appropriate parties as purchase orders are generated Prepare invoices for processing including verifying invoices against purchase orders or contracts, obtaining internal business rationale in support of allocation methodologies to legal entity, business unit, or account Complete invoice processing form to accompany invoice when submitted to Accounts Payable Review all requests for payment in accordance with the firm’s policies and accounting controls Identify discrepancies, resolve issues, and follow up on outstanding payments Provide support as requested through creation of reports or ad-hoc analysis Identify business processes or workflow enhancements to continuously improve the Workday Procurement and Suppliers module experience

Preferred Qualifications

Excellent oral and written communication skills Ability to multi-task and eager to learn, collaborate, and work in fast-paced environment Proficient in Excel Experience with Workday or other ERP systems is a plus Attention to detail, commitment to quality, and problem-solving skills Strong analytical, research, and reasoning skills

Basic Qualifications

Bachelor’s degree in Accounting, Finance, or Business Management Minimum 3 years of relevant experience

Salary Details

Annual base salary between $70,000 and $80,000.

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.