Senior Financial Analyst

$100,000 - $130,000/Yr

Fisher Investments - Eagle Creek, OR

Full-time - Mid Level

Eagle Creek, OR

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Financial Analyst (FP&A) at Fisher Investments plays a crucial role in the Financial Planning and Analysis Team, contributing to financial modeling, forecasting, and reporting. This position supports complex departments within the Finance organization and involves collaboration with senior management to enhance decision-making processes.

Responsibilities

• Work with the Group Vice President of 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 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.

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 (can 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.

Benefits

• 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 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care.
• $10,000 fertility, hormonal health and family-forming benefit.