Finance Business Analyst

Company: Fisher Investments
Location: Gresham
Posted on: March 24, 2025

Job Description:

Are you an accomplished collaborator and communicator in your current role? Do you have a passion for getting to the root of a problem and coming up with possible solutions? Come join a small, agile team at Fisher Investments and help improve Corporate Finance's processes. -The Opportunity: -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 stakeholders, facilitate User Acceptance Testing, and use end-user feedback to improve processes. -The Day-to-Day: -

• Stay up-to-date with SAP Concur updates and best practices; lead the analysis, configuration and optimization of SAP Concur solutions to support business objectives
• Collaborate with Subject Matter Experts, decision makers and outside consultants to gather business requirements and design efficient business processes
• Provide ongoing support, including 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 utilize new technology. Analyze data and generate reports to provide insights for decision-making and process improvements
• Work through the entire Project Life Cycle from idea through to implementation and stabilization
• Collaborate with Subject Matter Experts to evaluate training materials and lead training sessions for end-users to ensure successful adoption and efficient use of SAP Concur toolsYour Qualifications: -
• 3+ years of experience in business analysis including requirements gathering, user acceptance testing and efficient process building
• Strong understanding and experience working with SAP Concur modules, including - Request, Travel, Intelligence Reporting, and Expense; completion of SAP Concur Advanced Configuration Training- Expense and Request
• 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
• Excellent analytical, problem-solving, and communication skillsCompensation:

• $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 performanceWhy 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 -
  • 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 care
  • This 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

Keywords: Fisher Investments, Gresham , Finance Business Analyst, Professions , Gresham, Oregon