About the role

As Senior Financial Analyst, you will play a critical role within the FP&A function, providing high‑quality financial analysis, technical accounting insight, and decision support to enable informed, value‑driven decision‑making across Fisher Funds.

You will work closely with senior leaders, General Managers, and enterprise programmes to analyse financial performance, evaluate investment and growth opportunities, and support effective cost management across the organisation.

This is a technically strong role within a regulated wealth management environment, requiring deep accounting expertise, strong commercial judgement, and the ability to translate complex financial data into clear, actionable insights that support strategic priorities and long‑term value creation.

Key responsibilities

Financial analysis & enterprise insight

• Analyse complex financial data and prepare high‑quality financial analysis and reports that provide insight into the financial health and performance of the organisation.
• Assess profitability, cost efficiency, and financial performance across business units, products, and initiatives.
• Interpret financial trends and performance drivers, turning data into insights that inform executive decision‑making.

Budgeting, forecasting & planning support

• Support the enterprise‑wide budgeting and forecasting process in partnership with the FP&A leadership team.
• Develop and monitor budgets and forecasts, identifying risks, opportunities, and emerging trends.
• Contribute to the ongoing enhancement of financial planning, forecasting, and modelling frameworks.

Strategic decision support & business partnering

• Provide robust financial analysis and advice to support strategic initiatives, projects, and investment decisions.
• Evaluate the financial implications of strategic options such as growth initiatives, mergers, product changes, or operational investments.
• Partner with senior stakeholders to assess trade‑offs, risks, and commercial outcomes.

Variance analysis & performance measurement

• Perform detailed variance analysis between actual results, budgets, and forecasts, identifying root causes and implications.
• Develop and maintain KPIs and performance metrics to measure financial and operational effectiveness.
• Assess performance across business units and evaluate the effectiveness of business operations.

Profitability, product & market analysis

• Analyse the profitability of Fisher Funds’ products, funds, and customer segments.
• Provide financial insights to Product and Marketing teams to inform pricing, investment, and growth strategies.
• Support scenario modelling and profitability analysis to guide strategic adjustments.

Skills & Experience:

Technical accounting & FP&A capability

• Strong technical accounting knowledge within financial services, including NZ IFRS / AIFRS and FMCA requirements.
• Proven experience in fund accounting and wealth management environments.
• Demonstrated capability in management accounting, financial reporting, budgeting, forecasting, and performance analysis.

Commercial & analytical expertise

• High level of commercial acumen, with the ability to identify value levers, optimise performance, and manage risk.
• Advanced analytical skills with a strong ability to interpret data and develop clear financial insights.
• Experience supporting business improvement and transformation initiatives through financial analysis.

Relationship management

• Strong relationship‑building skills, with the ability to work effectively across cross‑divisional teams.
• Strong communication skills, with the ability to translate complex financial information for senior leaders and non‑financial stakeholders.
• Demonstrated ability to influence decision‑making through credible, data‑driven insight.
• Proven ability to build, influence, and manage competing stakeholder priorities.
• Experience working with external auditors, consultants, and third‑party partners.

Qualifications

• Tertiary qualification in Accounting, Finance, or Business Management.
• CA, CPA, or international equivalent professional qualification.

Why Fisher Funds?

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures. Here’s what makes us stand out:

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.

Grow Your Career: Access professional development opportunities to reach your full potential.

Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.

Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds:

Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years.

We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.

We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 26 billion in funds under management.

Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world

We have one of the largest client services teams in New Zealand and an award-winning one at that.

This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.

Applications Close – 13 April 2026