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Senior Accountant

AT Fisher Investments
Fisher Investments

Senior Accountant

Plano, TX

Overview

Senior Accountants are important members of the Corporate Accounting team. As a Senior Accountant, you will keep Fisher's corporate group accounting records updated and in accordance with accounting standards. You will help maintain the integrity of multiple accounting ledgers, which provide important information for senior leadership and for producing the firm's financial statements, tax returns and regulatory filings.

The Opportunity:

Reporting to the Corporate Accounting Manager, you will meaningfully contribute to the finance group's annual audits, being the main contact for the firm's domestic and international auditors. Also, you'll help our team support the firm's international expansion efforts with our banking, regulatory and general accounting knowledge.

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The Day-to-Day:

  • Participate in monthly, quarterly and annual financial close activities
  • Prepare schedules for quarterly reviews, semi-annual reports and annual audits
  • Create and analyze corporate financial statements
  • Serve as a liaison between the firm and outside CPA firms
  • Automate and improve existing processes and methodologies
  • Develop, implement and maintain company policies and procedures
  • Work with the Finance team to implement a broad range of projects to support the firm's long-term strategic goals

Your Qualifications:

  • 5+ years of general-ledger accounting experience
  • Bachelor's degree in Accounting or Finance
  • CPA or CPA eligible is preferred
  • 3+ years progressive accounting experience
  • Intermediate to advanced MS excel (can perform complex functions)

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
  • 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

Client-provided location(s): Plano, TX, USA
Job ID: Fisher-2025-15519
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • FSA
    • HSA With Employer Contribution
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • HSA
    • Mental Health Benefits
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Work Flexibility

    • Flexible Work Hours
    • Hybrid Work Opportunities
    • Work-From-Home Stipend
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Happy Hours
    • Holiday Events
    • Casual Dress
    • Company Outings
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Pension
    • 401(K)
    • 401(K) With Company Matching
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Lunch and Learns
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at Fisher Investments.