Business Planning Specialist

Fisher Investments
Full time Full day
Plano, TX


Do you enjoy forecasting business data to help make informed decisions? Your analysis can help bring retirement plan services to small and mid-sized businesses. Your ability to support business planning and goal setting will continue the immense growth in our 401(k) Solutions group for years to come.

The Opportunity:

As a Business Planning Specialist you will drive business planning through data-driven reporting. You will understand the 4S business end-to-end, a unique vantage point that will build your understanding of how our business operates and makes key decisions. You will gain valuable perspective and trust by coordinating updates to and information gathering from leaders throughout the division. You will deepen your qualitative and quantitative analysis and communication skills. A successful specialist becomes a valued partner to functional leaders in 401k Solutions. You will report to the VP of 401(k) Solutions Business Planning who will help shape and guide your success.

The Day-to-Day:

  • Update and maintain planning models and forecasts

  • Execute and distribute recurring updates an reports

  • Support metrics-based goal setting for initiatives, individuals and teams by preparing and organizing data

  • Update planning models based on changes in business process or initiatives

  • Execute ad hoc analyses or projects to improve business planning process and insights

Your Qualifications:

  • 3+ years of experience in processing data, chart, graphs and trends and applying them to models

  • Diligent with details, in meeting recurring planning timelines

  • Data processing software experience, like Excel (can maintain complex spreadsheets), SQL, and Tableau

  • Have an interest and aptitude to learn about forecasting and planning concepts

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% coverage of premiums for health, vision and dental insurance

  • 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.


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