As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies.
Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.
Job DescriptionWilshire seeks a Data Analyst to be responsible for ensuring the accuracy, integrity, and efficiency of financial data across the Finance systems. This role involves managing data flows, performing reconciliations, supporting system enhancements, and providing actionable insights. The Data Analyst will also be the administrator for critical finance systems including NetSuite, a proprietary data mart, a vendor and contract management system and Concur expense and travel.
Key Responsibilities
- Data Management & Integrity
- Maintain and validate financial data in finance systems (e.g., Power BI/Datamart, Netsuite).
- Perform regular data quality checks and reconciliations between source systems and reporting tools.
- Ensure compliance with internal controls and audit requirements.
- System Maintenance & Support
- Monitor data integrations between finance systems and upstream/downstream applications.
- Troubleshoot data issues and coordinate with IT/vendors/Finance for resolution.
- Support system upgrades, patches, and configuration changes.
- Act as the administrator for finance systems including user access, system configurations, optimizing use of the systems, and continual enhancement of automation / AI tools.
- Reporting & Analysis
- Develop and maintain dashboards and reports for Finance and other stakeholders firmwide.
- Analyze trends, variances, and anomalies in financial data.
- Provide insights to improve forecasting, budgeting, and revenue analysis.
- Process Improvement
- Identify opportunities to automate data processes and improve efficiency.
- Document workflows, data dictionaries, and system procedures.
- Stakeholder Collaboration
- Work closely with Finance and IT teams to ensure accurate data flow.
- Assist in user training and support for finance system functionalities.
- Bachelor’s degree in Finance, Accounting, Data Analytics, or related field.
- Strong proficiency in SQL, Excel, and BI tools (Power BI, Tableau).
- Experience with finance systems (ERP, EPM tools like Netsuite, Concur).
- Understanding of financial statements and accounting principles.
- Excellent analytical and problem-solving skills.
- Ability to manage multiple priorities and meet deadlines.
- This position will work on a hybrid model out of our Santa Monica, New York, Denver or London offices
- We offer a comprehensive benefits package including a collaborative work environment, generous PTO, company pension scheme contribution, medical insurance, life insurance, income protection insurance, CFA and other professional membership reimbursement, and more.
Visit www.wilshire.com for additional company information.
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What We Do
Wilshire is a leading global financial services firm and trusted partner to a diverse range of more than 500 leading institutional investors and financial intermediaries. Our clients rely on us to improve investment outcomes for a better future. Wilshire advises on over $1.2 trillion in assets and manages $86 billion in assets as of September 30, 2023. Wilshire is headquartered in the United States with offices worldwide
