Strategic Financial Planning Expert

3 days ago

Vancouver, Washington, United States Fisher Investments Full time

Fisher Investments, a leading financial services firm with an international presence, is seeking a highly skilled Senior Financial Analyst (FP&A) to join its dynamic global finance team.

The Opportunity:

In this critical role, you will be an essential member of the Financial Planning and Analysis Team, reporting directly to the FP&A Manager. Your key responsibilities will include creating comprehensive financial models, forecasts, and reports that require proven system skills for success.

The Day-to-Day:

  • 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, involving an understanding of all financial processes and their interaction
  • Utilize the department's Business Intelligence and Reporting tool to design new custom reporting for enhanced decision-making
  • 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

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 (ability to perform complex functions) required
  • Experience supporting technology teams and IT business partners
  • Experience using BI tools such as SAP Analytics Cloud, BPC, Tableau, Hyperion, or Cognos

Compensation:

We offer a competitive salary range of $100,000 - $130,000 per year in Washington state. New hires can expect to start at the lower end of the range based on their experience.

Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work towards a bigger purpose: bettering the investment universe. We take pride in our inclusive culture, learning and development framework, and Great Place to Work Certification. It's our people who 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
  • Family Support programs including 8 weeks Paid Primary Caregiver Leave, fertility, family forming, hormonal health assistance, and back-up child, adult, and elder care
  • $10,000 fertility, hormonal health, and family-forming benefit

  • Financial Planning and Analysis Expert

    5 days ago

    Vancouver, Washington, United States Creative Financial Staffing Full time

    Role OverviewCreative Financial Staffing is seeking a seasoned FP&A Manager to join our client's leadership team in Vancouver, WA. This hybrid role offers an exciting opportunity to drive strategic decision-making with financial insights and shape the future of the organization.About the PositionThe successful candidate will be responsible for providing...

  • Strategic Financial Analyst Lead

    3 days ago

    Vancouver, Washington, United States Creative Financial Staffing Full time

    About the FP&A Manager PositionWe are seeking a highly skilled FP&A Manager to join our team in Vancouver, WA. As a critical partner to our leadership team, you will provide financial insights that drive strategic decision-making and play a pivotal role in shaping our organization's future.Key Responsibilities:Financial Planning and Analysis:Develop...

  • Senior Financial Planning and Analysis Leader

    2 days ago

    Vancouver, Washington, United States Creative Financial Staffing Full time

    About the RoleOur client is seeking an experienced FP&A Manager to drive strategic decision-making and shape their organization's future. As a critical partner to leadership, you will provide financial insights by analyzing data, developing forecasts, and optimizing performance.Key Responsibilities:Financial Planning and Analysis:Develop comprehensive...

  • Treasury Accountant

    3 days ago

    Vancouver, Washington, United States Creative Financial Staffing Full time

    Treasury Accountant RoleCreative Financial Staffing is seeking a highly skilled Treasury Accountant to join our team in Vancouver, WA. As a key member of our finance team, you will play a vital role in managing daily cash and credit card transactions, identifying process improvements, and collaborating with cross-functional teams.About the RoleFinancial...

  • Strategic Healthcare Leader

    3 days ago

    Vancouver, Washington, United States Planet Green Search Full time

    At Planet Green Search, we are seeking a talented Strategic Healthcare Leader to join our team in Vancouver, Washington. This is an exceptional opportunity for an experienced professional to take on a key role in shaping the future of our organization.About UsWe specialize in compassionate behavioral health services, including crisis stabilization, inpatient...

  • Senior Estate Planning Attorney

    1 week ago

    Vancouver, Washington, United States Jobot Full time

    Job OverviewWe are seeking a highly skilled Senior Estate Planning Attorney to join our team at Jobot. The successful candidate will be responsible for providing expert legal advice to clients on all aspects of estate planning, including wills, trusts, wealth preservation, and tax law.Key ResponsibilitiesProvide comprehensive legal advice on estate planning,...

  • Strategic Resource Optimization Specialist

    6 days ago

    Vancouver, Washington, United States Fisher Investments Full time

    At Fisher Investments, we're seeking a Strategic Resource Optimization Specialist to join our Technology Transformation Group.About the RoleThis is an exceptional opportunity to drive business growth by optimizing resource utilization across Technology, Transformation and Information Security (TTS) teams.As a Strategic Resource Optimization Specialist, you...

  • Estate Planning Attorney

    7 days ago

    Vancouver, Washington, United States Jobot Full time

    About the Role">">This is an exciting opportunity for a talented Estate Planning Attorney to join our team at Jobot. The successful candidate will be responsible for providing expert legal advice to clients on all aspects of estate planning, including wills, trusts, wealth preservation, and tax law.">Job Responsibilities">">">Provide comprehensive legal...

  • Strategic Operations Analyst

    7 days ago

    Vancouver, Washington, United States Automation and Control Strategies Group, INC. dba ACS Professional Staffing Full time

    **Company Overview**ACS Professional Staffing is a leading provider of professional staffing services, with a strong presence in the Vancouver, Washington area. Our team is dedicated to delivering exceptional results for our clients and candidates.**Salary & Benefits**The salary for this position is estimated at $43,500 - $63,000 per year, based on industry...

  • Expert Salesforce Developer

    1 week ago

    Vancouver, Washington, United States Fisher Investments Full time

    We are seeking a skilled Salesforce Developer to join our global technology team. Our team is dedicated to developing strategic solutions and supporting new technology implementations.The Opportunity:We are looking for a Senior Salesforce Developer to provide internally developed and third-party software solutions. You will be technically involved in all...

  • IT Infrastructure Protection Expert

    7 days ago

    Vancouver, Washington, United States CorSource Full time

    About the JobWe are seeking an IT Infrastructure Protection Expert to protect our computer systems, networks, and communications infrastructure from security threats.Job DescriptionThe successful candidate will define, identify, and classify security holes in computer systems, networks, or communications infrastructure. They will configure vulnerability...

  • Lead Strategic Growth Marketing Director

    7 days ago

    Vancouver, Washington, United States Course Hero Full time

    We're seeking a visionary Senior Director of Marketing to drive growth and innovation at Course Hero. With over 25 million users, we're revolutionizing the way people learn and succeed.About This RoleAs Senior Director of Marketing, you'll lead strategic initiatives in growth marketing, lifecycle marketing, and partnership marketing. Your expertise will...

  • Plumbing Installation Expert

    7 days ago

    Vancouver, Washington, United States JRT Mechanical Full time

    About JRT MechanicalJRT Mechanical is a family-owned business with a reputation for excellence in the industry. Our team of skilled professionals is dedicated to providing top-notch services to our clients.Job SummaryWe are seeking a highly experienced Plumbing Installation Expert to join our team. As a key member of our crew, you will be responsible for...

  • Project Coordinator 2: Transmission Planning and Execution Expert

    7 days ago

    Vancouver, Washington, United States First Tek, Inc. Full time

    About the RoleFirst Tek, Inc. is seeking a skilled Project Coordinator 2 to join our team. This role offers an excellent opportunity for professional growth and development in the electric utility industry.Job DescriptionWe are looking for a highly motivated individual with strong project coordination skills to support our project managers in delivering...

  • Financial Accountant

    3 days ago

    Vancouver, Washington, United States LHH Recruitment Solutions Full time

    Job OverviewThe role of the GL Accountant at LHH Recruitment Solutions involves maintaining accurate financial records, ensuring compliance with accounting regulations, and assisting with financial analysis. This position requires a candidate with experience working with general ledger accounting, accounts payable, accounts receivable, and month-end closing...

  • Estate Planning Attorney

    2 days ago

    Vancouver, Washington, United States Jobot Full time

    About the Role Jobot is seeking an experienced Estate Planning Attorney to join our dynamic team. As a key member of our legal team, you will be responsible for providing expert advice to clients on all aspects of estate planning, including wills, trusts, wealth preservation, and tax law. Key Responsibilities Your primary duties will include: Providing...

  • HR Specialist WA

    3 days ago

    Vancouver, Washington, United States Creative Financial Staffing Full time

    Job Description:Talent Acquisition    Recruit top talent to enhance the organization's performance and drive growth.Employee Relations    Provide guidance on employee relations issues, including performance management and conflict resolution.HRIS    Utilize HR information systems to maintain accurate records, process payroll, and generate...

  • Musculoskeletal Specialist

    3 days ago

    Vancouver, Washington, United States RossRichter, LLC Full time

    Company Overview:RossRichter, LLC is a prestigious private center dedicated to delivering exceptional care in musculoskeletal health. Our team of experts strives to provide the highest quality services, ensuring that patients receive comprehensive treatment for their orthopedic needs.Estimated Salary: $120,000 - $180,000 per year (based on national averages...

  • Financial Services Professional

    7 days ago

    Vancouver, Washington, United States U.S. Bank Full time

    At U.S. Bank, we're dedicated to empowering our customers and communities to achieve their goals. To do this, we need talented professionals who can build strong relationships with our clients and provide them with exceptional financial guidance.As a Client Relationship Consultant at U.S. Bank, you'll be part of a team that's passionate about delivering...

  • Industrial Financial Analyst

    1 week ago

    Vancouver, Washington, United States MasTec Industrial Full time

    MasTec's Clean Energy and Infrastructure Group is a leading provider of construction services for industrial facilities, power generation plants, and manufacturing plants. As part of this group, the MasTec Industrial sector offers a unique combination of merit shop and multi-craft industrial contractor capabilities.About the RoleWe are seeking an experienced...