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Accounting and Budget Analyst (2019-8519)

Camas, WA, United States


Job Description


Are you a problem solver who prides themselves in analyzing and digging into complex accounting questions? Are you looking to develop a new skill set while improving processes and procedures?


As an Accountant and Budget Analyst, you will be responsible for fund analyses as well as answering any questions on fund activity. You don’t need to have previous fund accounting experience to apply – we are happy to train on this piece! Learn fund accounting from A to Z to eventually mentor and help train new Accounting Associates. This is a great opportunity for someone who enjoys accounting and has budgeting experience.


The Day-To-Day:


  • Prepare budgets, variance analyses and profitability models
  • Calculate and monitor expense accruals and review expense payments
  • Proactively identify issues and exceptions that are affecting accounting records  and assist in the resolution
  • Partner with third-party administrators and various business groups throughout the US and Europe
  • Ensure accuracy of accounting by fund administrators
  • Liaise with other teams within Corporate Finance to provide insight into business transactions and help analyze Firm accounting impact of fund activity
  • Periodically write reports to management on fund activities
  • Develop, implement and maintain company policies and procedures
  • Automate and improve existing processes and methodologies




  • 3+ years of accounting experience; familiarity with budgeting
  • Bachelor’s degree in Finance or Accounting (or related discipline), or the equivalent combination of education, training and experience that provides the required knowledge and skills
  • Financial planning & analysis or audit/public accounting experience a plus
  • Intermediate to advanced Excel skills (pivot tables, formulas, etc.)


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
  • 8 week paid Primary Caregiver Parental Leave
  • 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 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.





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