Senior Financial Analyst

FISHER INVESTMENTS is a privately-held investment management firm headquartered in the San Francisco Bay Area with a track record of successfully managing portfolios for high-net-worth private clients and some of the world's preeminent institutions. We've grown significantly over the past decade to over $45 billion in assets under management and are now searching for highly talented individuals to join our team.

 

The Senior Financial Analyst will play a key role in the newly created financial planning and analysis team and provide critical support to the Firm's Senior Management. The Senior Financial Analyst will provide financial support to analyze, enable and track the growth of the organization. The role will partner with particular business units or more specialized functions within the Firm.





- Enhance and maintain detailed business models
- Manage logistics for the annual planning process
- Drive the creation of an operational dashboard to monitor the Firm's performance
- Partner with strategic business units to help drive the business
- Participate in Capital Planning and/or monthly forecast and review process






- Bachelor's degree in finance/accounting (MBA preferred)
- 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
- In-depth knowledge of financial statement analysis
- Excellent analytical and modeling skills are essential
- Excellent communication and interpersonal skills
- Experience in Money Management or Financial Services Industry a plus


Fisher Investments offers an impressive compensation package including full medical, dental, vision and 401k benefits as well as generous paid-time-off.

 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER


 

If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=494230-3-373