Fisher Investments
Senior Financial Analyst (FP&A)
Fisher Investments, Portland, Oregon, United States, 97204
Fisher Investments is an established financial services firm with a growing international presence. We are currently seeking a Senior Corporate Financial Analyst (FP&A) to join our dynamic, global finance team!The Opportunity
In this role you will be an essential member of our Financial Planning and Analysis Team. Reporting to the FP&A Manager, you will create financial models, forecasts and reports that require proven system skills for success. You will also have the opportunity to support some of the most complex departments or specialized functions across the Finance organization.The Day-to-Day
Work with the Group Vice President of the assigned departments to review variance and trend analysis, performance metrics, forecasting, annual planning, and ad hoc reportingPrepare accurate reports, variance analysis and commentary as part of the monthly forecasting and management reporting processImprove the development of detailed financial models to project our Assets Under Management for forecasting and scenario analysesConduct complex analysis projects, involving an understanding of all financial processes and their interactionUse the department's Business Intelligence and Reporting tool to design new custom reporting for enhanced decision analysisMeet deadlines on assigned department projectsGuide the annual planning process including developing and updating training materials, coordinating all activities throughout the firm, and preparing trend analysisTest financial systems and reports following system upgrades or business requirement changesYour Qualifications
4+ years of FP&A experience with a Bachelor's degree in Finance/AccountingDemonstrated Analytical and financial modeling experience for large business unitsAdvanced Excel skills (can perform complex functions) requiredExperience using BI tools such as SAP Analytics Cloud, BPC, Tableau, Hyperion or CognosCompensation
$100,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experienceEligible for a discretionary bonus based on firm and individual performanceWhy Fisher Investments
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care$10,000 fertility, hormonal health and family-forming benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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In this role you will be an essential member of our Financial Planning and Analysis Team. Reporting to the FP&A Manager, you will create financial models, forecasts and reports that require proven system skills for success. You will also have the opportunity to support some of the most complex departments or specialized functions across the Finance organization.The Day-to-Day
Work with the Group Vice President of the assigned departments to review variance and trend analysis, performance metrics, forecasting, annual planning, and ad hoc reportingPrepare accurate reports, variance analysis and commentary as part of the monthly forecasting and management reporting processImprove the development of detailed financial models to project our Assets Under Management for forecasting and scenario analysesConduct complex analysis projects, involving an understanding of all financial processes and their interactionUse the department's Business Intelligence and Reporting tool to design new custom reporting for enhanced decision analysisMeet deadlines on assigned department projectsGuide the annual planning process including developing and updating training materials, coordinating all activities throughout the firm, and preparing trend analysisTest financial systems and reports following system upgrades or business requirement changesYour Qualifications
4+ years of FP&A experience with a Bachelor's degree in Finance/AccountingDemonstrated Analytical and financial modeling experience for large business unitsAdvanced Excel skills (can perform complex functions) requiredExperience using BI tools such as SAP Analytics Cloud, BPC, Tableau, Hyperion or CognosCompensation
$100,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experienceEligible for a discretionary bonus based on firm and individual performanceWhy Fisher Investments
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care$10,000 fertility, hormonal health and family-forming benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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