Data Analyst – Finance Systems (NetSuite)
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Job Location:
Santa Monica, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
Wilshire 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.
Qualifications :
- Bachelors 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.
Additional Information :
- 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 401(k) match affordable & comprehensive medical/dental/vision insurance CFA and other professional membership reimbursement and more.
The pay range for this position is $85000 - $140000. However base pay will be determined on an individual basis considering various factors including location qualifications skills and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings which will be provided in conjunction with an offer of employment.
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Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such you may be required to disclose your prior political contributions.
We are an equal opportunity employer which means we afford equal employment opportunity to all individuals regardless of race/ethnicity creed color religion sex (including gender and gender identity) national origin ancestry age marital status veteran status citizenship status disability medical condition (as defined by California Government Code section 12926) or sexual orientation. Our employees as well as applicants and others with whom we do business will not be subjected to sexual racial religious ethnic or any other form of unlawful harassment. In addition Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects but because it is the right thing to do for our employees and clients to thrive.
If you have a disability and require reasonable accommodations in the application process contact Human Resources at or .
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Data Analytics
- Microsoft Access
- SQL
- Power BI
- R
- Data Visualization
- Tableau
- Data Management
- Data Mining
- SAS
- Data Analysis Skills
- Analytics
About Company
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 ... View more
