Senior Corporate Financial Analyst (FP&A)
Company: Fisher Investments
Location: Mesquite
Posted on: May 11, 2022
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Job Description:
The Opportunity:
Fisher Investments is a growing firm with the ever-increasing need
for efficient financial modeling and analysis! The Senior Corporate
Financial Analyst (FP&A) is an essential member of our
Financial Planning and Analysis Team. You will create financial
models, forecasts and reports that require proven system skills for
success. You may also support the most complex departments or
specialized functions within the Finance organization. We are
looking for someone who is results oriented, has excellent
attention to detail, a natural sense of curiosity and balances
independent thinking with collaborative feedback.
You will report directly to the Financial Planning and Analysis
Manager.
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 with
intermediate MS Access query skills
Experience using BI tools such as SAP Analytics Cloud, BPC,
Tableau, Hyperion or Cognos
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the
investment universe. From unmatched service to unique perspectives
on investing, 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 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days
annually
A cumulative learning and development framework customized for
every employee
An award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the
different perspectives and unique skills you bring to the team - it
makes us all better. Success at Fisher Investments is motivated by
results, a collaborative mindset and a commitment to accomplishing
great things - so if you are ready to do that, we are ready for
you! Apply today to be a part of a team environment where you make
a difference in the lives of people by bettering the investment
universe.
*California employees accrue up to 17 days of PTO and 3 days of
sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Mesquite , Senior Corporate Financial Analyst (FP&A), Professions , Mesquite, Texas
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