Senior Financial Analyst - FP&A

Fisher Investments • Plano, TX

3d • Onsite

About The Position

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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior