Fisher Investments is a privately-held investment management firm who manages portfolios for high-net-worth private clients and some of the world's preeminent institutions. We are now searching for highly talented individuals to join our Finance team in our Woodside, CA (in the San Francisco Bay Area) office.
The Senior Corporate Financial Analyst is a key member of the firm’s Financial Planning and Analysis Team and is responsible for creating and maintaining financial models, forecasts and reports requiring very strong analytical and systems skills. The Senior Financial Analyst may support the most complex business units or specialized functions within the Finance organization.
Work closely with the Group Vice President of the assigned business units to review variance and trend analysis, performance metrics, forecasting, annual planning, and ad hoc reporting
Prepare timely and accurate reports, variance analysis and commentary as part of the monthly forecasting and management reporting process
Drive the further development of detailed Excel financial models to project the firm’s Assets Under Management for forecasting, planning and scenario analyses
Regularly plan and conduct highly complex analysis projects, involving thorough understanding of all financial processes and their interaction
Leverage the department’s Business Intelligence and Reporting tool to design and create new custom reporting for enhanced decision analysis
Responsible for timely delivery of assigned department projects and initiatives
Drive the annual planning process including developing and updating training materials, coordinating all activities throughout the firm, and preparing effective trend analysis and reporting
Functions as a subject matter expert and/or utilizes very broad finance expertise
Responsible for testing financial systems and reports following system upgrades or business requirement changes
Bachelor’s degree in finance/accounting
4-6 years of related experience including a solid understanding of financial reporting, project management skills and a proven ability to work across functions within an organization
Excellent analytical and modeling skills are essential
Advanced Excel skills and Intermediate MS Access query skills required
Prior experience using BI tools such as OutlookSoft, Hyperion or Cognos required
Must possess high degree of professionalism, adaptability and strong customer service skills including a high level of integrity and commitment to confidentiality
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:
- 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
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 and 2018 Top Workplace.
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