Fisher Investments is a privately-held investment management firm with offices in the San Francisco Bay Area and the Portland, OR Metro Area that manages portfolios for high-net-worth private clients and some of the world's preeminent institutions. Our Corporate Finance Department is now seeking a highly talented finance individual to join our Financial Planning & Analysis (FP&A) team as a Financial Analyst in our Woodside, CA office.
Corporate Financial Analysts are responsible for creating and maintaining financial analysis and reports, and may partner with other business units performing more specialized functions within the Corporate Finance Department.
Calculate, analyze, and audit significant amounts of data in accordance with company policies and procedures
Prepare timely and accurate reports, variance analysis and commentary
Support business partners with ad hoc financial requests
Produce operational reports of performance measures and metrics for management
Help develop and implement processes and procedures which increase team effectiveness
Serve as the team’s subject matter expert by being the initial point of contact for questions on systems, policies and procedures
- Bachelor’s degree from four-year college or university
- 3+ years previous work experience in FP&A or accounting preferred
- Advanced Excel and database skills including modeling
- Ability to effectively communicate verbally and in writing with Corporate
- Finance, IT resources, and other departments at all levels of the organization
- Must possess high degree of professionalism and strong customer service skills including a high level of discretion, integrity and commitment to confidentiality
Prior experience using BI tools such as OutlookSoft, Hyperion, Essbase or Cognos is a plus
Why Fisher Investments:
Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:
We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 Top Workplace with the best benefits!
100% coverage of premiums for health, vision and dental insurance
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 9 paid holidays
And much, much more
But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.
* California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER