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How much do associate financial planning analysis jobs pay per hour?

As of Jun 1, 2026, the average hourly pay for associate financial planning analysis in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Planning Analysis vs Financial Analyst?

AspectAssociate Financial Planning AnalysisFinancial Analyst
CredentialsBachelor's degree in finance, accounting, or related field; some certifications preferredBachelor's degree; CFA or CPA certifications often valued
Work EnvironmentEntry-level, team-focused, often within finance or corporate planning departmentsAnalytical, research-focused, may work in finance, investment firms, or corporate settings
Employer & Industry UsageCommon in corporate finance, banking, and investment firmsWidespread across finance, investment banking, and consulting

The Associate Financial Planning Analysis role typically involves supporting financial planning and analysis tasks, working closely with senior analysts. A Financial Analyst often has a broader scope, including investment analysis and market research. Both roles require similar educational backgrounds and certifications, but the Associate role is more entry-level and focused on internal planning processes, while the Financial Analyst may handle more complex financial modeling and external analysis.

What cities are hiring for Associate Financial Planning Analysis jobs? Cities with the most Associate Financial Planning Analysis job openings:
What are the most commonly searched types of Financial Planning Analysis jobs? The most popular types of Financial Planning Analysis jobs are:
What states have the most Associate Financial Planning Analysis jobs? States with the most job openings for Associate Financial Planning Analysis jobs include:
Associate Financial Planning Analysis jobs near you

Associate - Financial Planning & Analysis

Guggenheim Securities

New York, NY • On-site

$115K - $130K/yr

Full-time

Posted 13 days ago

Job description

Job Description:

Associate - Financial Planning & Analysis

Guggenheim Securities

Position Summary

As 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 Functions

  • Support the annual planning process, long-term financial forecasting, and monthly close cycles
  • Contribute to the implementation and maintenance of actuals reporting and rolling forecasts, both on a Management and GAAP basis
  • Prepare executive-level reporting materials and presentations that clearly communicate financial results and business trends
  • Build and maintain financial models, including regulatory capital projections and balance sheet analysis
  • Participate in special projects including strategic initiatives and Finance transformation efforts
  • Collaborate with cross-functional teams to identify opportunities for process improvement and operational efficiency
  • Support the modernization of financial reporting infrastructure through system optimization and automation

Preferred Qualifications

  • Strong analytical and problem-solving skills with ability to translate complex data into actionable insights
  • Demonstrated ability to work collaboratively across functions and influence stakeholders at various levels
  • Excellent organization, time management, and communication skills (both written and verbal)
  • High attention to detail with commitment to delivering quality work product
  • Self-motivated with desire to take ownership of projects and drive continuous improvement
  • Proficient in Microsoft Office suite, particularly advanced Excel and PowerPoint skills
  • Experience with Workday and Adaptive Planning systems preferred
  • Undergraduate degree in Accounting, Economics, or Finance, or related field. CMA, CPA, or MBA degrees preferred
  • 3-5 years of progressive experience in FP&A or related finance roles
  • Prior experience in financial services industry is a plus

Work Location

  • Currently, this role is expected to be in the New York office at least 3 days per week.

Salary

  • Annual 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.

Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

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