Fisher Investments · 3 days ago

Senior Financial Analyst (FP&A)

Dallas, TX

Full-time

Onsite

Mid Level

4+ years exp

Wonder how qualified you are to the job?

Maximize your interview chances

Financial Services

Actively Hiring

Comp. & Benefits

Insider Connection @Fisher Investments

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

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 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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

ExcelBI ToolsSAP Analytics CloudBPCTableauHyperionCognosAnalyticalFinancial ModelingProblem-Solving