Senior Financial Planning and Analysis Professional
4 days ago
Fisher Investments, a leading financial services firm with a global presence, is seeking a highly skilled Senior Corporate Financial Analyst (FP&A) to join its dynamic finance team.
Key Responsibilities- Collaborate with the Group Vice President 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.
- Develop and improve detailed financial models to project Assets Under Management for forecasting and scenario analyses.
- Conduct complex analysis projects, requiring an understanding of all financial processes and their interaction.
- Design new custom reporting using the department's Business Intelligence and Reporting tool for enhanced decision analysis.
- Meet deadlines on assigned department projects.
- Guide the annual planning process, including developing and updating training materials, coordinating activities throughout the firm, and preparing trend analysis.
- Test financial systems and reports following system upgrades or business requirement changes.
- 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 (complex functions) required.
- Experience using BI tools such as SAP Analytics Cloud, BPC, Tableau, Hyperion, or Cognos.
- $100,000 - $130,000 base salary per year in the state of WA.
- Eligible for a discretionary bonus based on firm and individual performance.
- 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.
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Portland, Oregon, United States Fisher Investments Full timeAbout the RoleFisher Investments, a leading financial services firm with a global presence, is seeking a highly skilled Senior Corporate Financial Analyst to join its dynamic finance team.Key ResponsibilitiesCollaborate with the Group Vice President to review variance and trend analysis, performance metrics, forecasting, annual planning, and ad hoc...
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Portland, Oregon, United States Fisher Investments Full timeAbout the RoleFisher Investments, a leading financial services firm with a global presence, is seeking a highly skilled Senior Corporate Financial Analyst to join its dynamic finance team.Key ResponsibilitiesCollaborate with the Group Vice President to review variance and trend analysis, performance metrics, forecasting, annual planning, and ad hoc...
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