Senior Financial Analyst - FP&A
Overview
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 reporting
- Prepare accurate reports, variance analysis and commentary as part of the monthly forecasting and management reporting process
- Improve the development of detailed financial models to project our Assets Under Management for forecasting and scenario analyses
- Conduct complex analysis projects, involving an understanding of all financial processes and their interaction
- Use the department's Business Intelligence and Reporting tool to design new custom reporting for enhanced decision analysis
- Meet deadlines on assigned department projects
- Guide the annual planning process including developing and updating training materials, coordinating all activities throughout the firm, and preparing trend analysis
- Test financial systems and reports following system upgrades or business requirement changes
Your Qualifications:
- 4+ years of FP&A experience with a Bachelor's degree in Finance/Accounting
- Demonstrated Analytical and financial modeling experience for large business units
- Advanced Excel skills (can perform complex functions) required
- Experience using BI tools such as SAP Analytics Cloud, BPC, Tableau, Hyperion or Cognos
Compensation:
- $110,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
Why 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 dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
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FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- FSA
- HSA With Employer Contribution
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- HSA
- Mental Health Benefits
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Adoption Leave
- Fertility Benefits
Work Flexibility
- Flexible Work Hours
- Hybrid Work Opportunities
- Work-From-Home Stipend
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Happy Hours
- Holiday Events
- Casual Dress
- Company Outings
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
Financial and Retirement
- Performance Bonus
- Relocation Assistance
- Financial Counseling
- Pension
- 401(K)
- 401(K) With Company Matching
Professional Development
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Leadership Training Program
- Associate or Rotational Training Program
- Lunch and Learns
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
Company Videos
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