Senior Treasury Analyst

| Dallas-Fort Worth, TX
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Overview

The Opportunity:

As a Senior Treasury Analyst at Fisher Investments, you will manage and analyze the global cash activities of our business. Reporting to the Global Corporate Controller, you will analyze data, prepare treasury reports, maintain appropriate funding levels in corporate accounts and develop cash and asset management strategies.

The Day-to-Day:

  • Develop cash management and risk mitigation strategies, policies and procedures
  • Manage our 30+ banking relationships across 15 countries, developing new relationships supporting expansion efforts
  • Prepare and present regular treasury reports, cash adequacy reports, related financial documents and strategies to management
  • Identify, aggregate, analyze and report global currency exposures
  • Promote operational efficiency using SAP S4 HANA functionality and bank integration
  • Ensure we comply with relevant financial and legal regulations
  • Be an internal consultant to provide treasury service expertise and identify opportunities for continuous improvement


Your Qualifications:

  • Bachelor's degree in accounting, finance, economics or a similar field
  • 5+ years' experience as a Treasury Analyst, global experience preferred
  • Experience with financial management systems, SAP preferred
  • Demonstrated analytical and problem-solving skills


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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Technology we use

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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
Open office floor plan
Hybrid work model
In-person all-hands meetings
Employee awards
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Highly diverse management team
Mandated unconscious bias training
Hiring practices that promote diversity
Diversity recruitment program
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Mental health benefits
Transgender health care benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Child Care & Parental Leave Benefits
Childcare benefits
Generous parental leave
Family medical leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid holidays
Paid sick days
Flexible time off
Bereavement leave benefits
Office Perks
Company-sponsored outings
Company-sponsored happy hours
Onsite office parking
Relocation assistance
Home-office stipend for remote employees
Mother's room
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications
Personal development training
Virtual coaching services

Additional Perks + Benefits

We provide exclusive employee pricing discounts that are available year-round.

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