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Senior Financial Analyst (FP&A)
$90k-109k (estimate)
Full Time 1 Week Ago
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myGwork - LGBTQ+ Business Community is Hiring a Senior Financial Analyst (FP&A) Near Plano, TX

This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ business community. 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!
The OpportunityIn 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 InvestmentsWe 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

Job Summary

JOB TYPE

Full Time

SALARY

$90k-109k (estimate)

POST DATE

06/20/2024

EXPIRATION DATE

07/18/2024

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The job skills required for Senior Financial Analyst (FP&A) include Analysis, Accounting, Planning, Financial Services, Forecasting, Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Financial Analyst (FP&A). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Financial Analyst (FP&A). Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Senior Financial Analyst (FP&A) positions, which can be used as a reference in future career path planning. As a Senior Financial Analyst (FP&A), it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Financial Analyst (FP&A). You can explore the career advancement for a Senior Financial Analyst (FP&A) below and select your interested title to get hiring information.

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