Senior Financial Analyst (FP&A)

Fisher Investments

4.1

(21)

Plano, TX

Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.
  • #2024-14129

    Position summary

    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

    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 (*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 benefit

    FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

    Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.