Financial Analyst (Commissions)

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Job description

Job Description Overview Fisher Investments is rapidly expanding its reach, both domestically and abroad, which means there is an ever-increasing amount of demand to compensate our Salespeople on their successes. Keeping them motivated to drive future growth is critical, and our Commissions Team is a pivotal part of that.The Opportunity:The Commissions Team drives the execution of our commission plans by leveraging information from key applications across the firm, completing complex data calculations to executing the commission plans across all product lines and business entities. As a Financial Analyst (Commissions), you will be joining a group that is not only trusted to deliver accurate and timely results, but also partners with our salesforce and management teams across the globe.The-Day-to-DayProcess monthly and quarterly commissions and bonuses from end-to-end (you will work on the entire process from data sourcing, calculations and statements, all the way through to payroll)Execute contracts by translating written agreements with employees into usable, mathematical equationsReview data outputs to identify and eliminate financial discrepancies related to commission payoutsBuild accurate and scalable systems while taking into account efficiency and process Perform financial data analytics to identify trends, concerns and areas for process and/or reporting improvementsEnsure high-level goals of the contracts are being achieved Audit transaction level data for accuracyPrepare various monthly and ad hoc reportsCollaborate with the Commissions team to automate and improve processesServe as a resource for Sales Management and the Sales TeamYour Qualifications: 5+ years of experience with data warehousing and data miningBachelor's degree (Advanced degree preferred) or a combination of commensurate experienceAdvanced Excel and MS Access knowledge and experienceIntermediate mathematic skills and experience auditing large data setsExperience with financial reportingU.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, 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 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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