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Senior Financial Analyst - FP&A
Dallas, TXMarch 31st, 2026
Fisher Investments is an established financial services firm with a growing international presence. We are currently seeking a Senior Corporate Financial Analyst (FP&A) to join our dynamic, global finance team!The Opportunity:In this role you will be an essential member of our Financial Planning and Analysis Team. Reporting to the FP&A Manager, you will create financial models, forecasts and reports that require proven system skills for success. You will also have the opportunity to support some of the most complex departments or specialized functions across the Finance organization.The Day-to-Day:Work with the Group Vice President of the assigned departments to review variance and trend analysis, performance metrics, forecasting, annual planning, and ad hoc reportingPrepare accurate reports, variance analysis and commentary as part of the monthly forecasting and management reporting processImprove the development of detailed financial models to project our Assets Under Management for forecasting and scenario analysesConduct complex analysis projects, involving an understanding of all financial processes and their interactionUse the department's Business Intelligence and Reporting tool to design new custom reporting for enhanced decision analysisMeet deadlines on assigned department projectsGuide the annual planning process including developing and updating training materials, coordinating all activities throughout the firm, and preparing trend analysisTest financial systems and reports following system upgrades or business requirement changesYour Qualifications:4+ years of FP&A experience with a Bachelor's degree in Finance/AccountingDemonstrated Analytical and financial modeling experience for large business unitsAdvanced Excel skills (can perform complex functions) requiredExperience using BI tools such as SAP Analytics Cloud, BPC, Tableau, Hyperion or CognosWhy Fisher Investments:We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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