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Senior Financial Analyst

4 months ago

Tampa, United States Fisher Investments Full time

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

Th e 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
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