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 Business Analyst, Finance at Fisher Investments
Business Analyst, Finance
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Fisher Investments

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Posted on: 
December 4, 2023
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Status: 
Expired

Summary of the Business Analyst, Finance job at Fisher Investments

Fisher Investments is hiring a Business Analyst, Finance with 3 - 5 years of experience. Based in United States - Camas, WA and with Hybrid ways of working. The expected salary range for this role is $70,000 - $92,500
About Fisher Investments

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.

Business Analyst, Finance - Job Role & Responsibilities

As a Business Analyst at Fisher Investments, you will work with outside consultants and subject matter experts (SMEs) in Finance and Technology to implement department wide technology and process solutions. Reporting to the Finance Support Manager, you will apply your accounting knowledge to help establish and rationalize business requirements. You will also perform parallel testing of current and new technology and report results back to important partners; facilitate User Acceptance Testing and use end-user feedback to improve processes.

The Day-to-Day:

  • Work with Subject Matter Experts, decision makers and outside consultants to gather business requirements and design efficient business processes
  • Perform regression testing for defect resolution and enhancements
  • Create process documentation (e.g. process flows, Procedure documents, policy documents, system requirements, training documents)
  • Design efficient accounting processes that best use new technology
  • Work through the entire Project Life Cycle from idea through to implementation and stabilization
Business Analyst, Finance - Job requirements

Your Qualifications:

  • 3+ years of experience in business analysis including requirements gathering, user acceptance testing and efficient process building
  • Experience working with SAP S/4HANA in the cloud preferred (core Finance modules – Accounts Payable, Accounts Receivable, General Ledger a plus)
  • Experience managing the full project life cycle from initial ideation through implementation and stabilization
  • Applicable knowledge in MS Visio, Excel (can maintain complex spreadsheets) and PowerPoint
  • Experience working with documentation management
What we offer at Fisher Investments

Compensation:

  • $70,000 - $92,500 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for a discretionary bonus based on firm and individual performance

Why 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 dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

Please mention “I found this job at DataAnalyst.com!” in your application, it will help us offer you more opportunities

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Fisher Investments

Fisher Investments

is hiring

Business Analyst, Finance

Website:
Posted on: 
June 14, 2024

About Our Company

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.

Job Description & Responsibilities

As a Business Analyst at Fisher Investments, you will work with outside consultants and subject matter experts (SMEs) in Finance and Technology to implement department wide technology and process solutions. Reporting to the Finance Support Manager, you will apply your accounting knowledge to help establish and rationalize business requirements. You will also perform parallel testing of current and new technology and report results back to important partners; facilitate User Acceptance Testing and use end-user feedback to improve processes.

The Day-to-Day:

  • Work with Subject Matter Experts, decision makers and outside consultants to gather business requirements and design efficient business processes
  • Perform regression testing for defect resolution and enhancements
  • Create process documentation (e.g. process flows, Procedure documents, policy documents, system requirements, training documents)
  • Design efficient accounting processes that best use new technology
  • Work through the entire Project Life Cycle from idea through to implementation and stabilization

Requirements

Your Qualifications:

  • 3+ years of experience in business analysis including requirements gathering, user acceptance testing and efficient process building
  • Experience working with SAP S/4HANA in the cloud preferred (core Finance modules – Accounts Payable, Accounts Receivable, General Ledger a plus)
  • Experience managing the full project life cycle from initial ideation through implementation and stabilization
  • Applicable knowledge in MS Visio, Excel (can maintain complex spreadsheets) and PowerPoint
  • Experience working with documentation management

What we offer

Compensation:

  • $70,000 - $92,500 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for a discretionary bonus based on firm and individual performance

Why 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 dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
Apply now

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