Financial Analyst (Commissions) at Fisher Investments (Dallas, TX)

| Dallas-Fort Worth, TX
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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-Day

  • Process 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 equations
  • Review data outputs to identify and eliminate financial discrepancies related to commission payouts
  • Build 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 improvements
  • Ensure high-level goals of the contracts are being achieved
  • Audit transaction level data for accuracy
  • Prepare various monthly and ad hoc reports
  • Collaborate with the Commissions team to automate and improve processes
  • Serve as a resource for Sales Management and the Sales Team
Your Qualifications:

  • 5+ years of experience with data warehousing and data mining
  • Bachelor's degree (Advanced degree preferred) or a combination of commensurate experience
  • Advanced Excel and MS Access knowledge and experience
  • Intermediate mathematic skills and experience auditing large data sets
  • Experience with financial reporting
Why 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 dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian
We 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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An Insider's view of Fisher Investments

How does your team reward individual success?

Celebrating accomplishments is a core part of our firm’s culture. In addition to sharing appreciation messages through our internal recognition platform, we have a variety of technology-specific programs that encourage peer-to-peer accolades for project-specific achievements. We also highlight our results through internal media and newsletters.

Vanessa

App Developer Team Lead

What projects are you most excited about?

I’m most excited about technology projects that require “building” from the ground up or from a nascent state and maturing to better accommodate a transforming organization. This allows me the opportunity to help shape the end product to accomplish or solve a problem and learn new skills as a part of the process.

Victor

Technology Vendor Program Manager

How does the company support your career growth?

I started at the firm out of college, and the training and mentorship at Fisher Investments were critical to my development. The firm emphasizes building depth and breadth in individuals, and I have experienced this first hand. Sometimes this has been taking a new position in a different area of the firm or taking on new stretch objectives.

Tyler

Project Manager

How do you make yourself accessible to the rest of the team?

When I think of accessibility, I consider how approachable I am. I aim to create a dynamic and collaborative workplace where folks feel comfortable asking questions. I value that each team member brings something different, and we created an environment where we are learning from one another, supporting unified goals and growing together.

Emilee

Business Intelligence Team Lead

How do your team's ideas influence the company's direction?

Our organization enables the business to dream big, translating their vision into solutions by providing strategic direction throughout the infrastructure deployment process. We design, build, and run a world-class network using a security driven mindset to enable the business to work quickly and efficiently. Our work is challenging but rewarding.

John

VP – Infrastructure Security Operations and Architecture

What are Fisher Investments Perks + Benefits

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Unconscious bias training
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Family Medical Leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Perks & Discounts
Company Outings
Happy Hours
Parking
Relocation Assistance
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Cross functional training encouraged
Promote from within
Mentorship program
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

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