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Senior Financial Analyst

2 months ago

Portland, Oregon, United States Fisher Investments Full time
About the Role

Fisher 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 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.
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 (complex functions) required.
  • Experience using BI tools such as SAP Analytics Cloud, BPC, Tableau, Hyperion, or Cognos.
Benefits
  • $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.