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Wilshire · 22 hours ago

Data Analyst – Finance Systems (NetSuite)

Santa Monica, CA

Full-time

Hybrid

Mid Level

$85K/yr - $140K/yr

Wilshire is a company dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. The Data Analyst will be responsible for ensuring the accuracy, integrity, and efficiency of financial data across the Finance systems, managing data flows, performing reconciliations, and providing actionable insights.

AdviceFinance

H1B Sponsor Likely

Responsibilities

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

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

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

Identify opportunities to automate data processes and improve efficiency

Document workflows, data dictionaries, and system procedures

Work closely with Finance and IT teams to ensure accurate data flow

Assist in user training and support for finance system functionalities

Qualification

SQLPower BINetSuiteExcelFinancial statementsAnalytical skillsProblem-solving skillsTime management

Required

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

Benefits

Generous PTO

401(k) match

Affordable & comprehensive medical/dental/vision insurance

CFA and other professional membership reimbursement

Annual discretionary bonus

Full range of health and financial benefit offerings

Company

Wilshire

Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 500 leading institutional investors and financial intermediaries.

Founded in 1972

Santa Monica, California, USA

201-500 employees

http://wilshire.com/

H1B Sponsorship

Wilshire has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2021 (1)

2020 (4)