Company Description
As part of the Wilshire family, you contribute to an organization helping investors improve their financial outcomes. For over 50 years, Wilshire has provided customized portfolio solutions grounded in research and advanced technologies.
Wilshire advises on over $1 trillion in assets for major institutional investors and has its headquarters in the US with global offices.
Job Description
We are seeking a motivated Associate to join our finance team, focusing on FP&A functions such as product profitability, expense management, and revenue reporting.
Responsibilities:
- Report to the SVP of FP&A and assist in developing product profitability views
- Support budgeting, forecasting, and variance analysis
- Prepare revenue reports for internal and external stakeholders
- Analyze financial results and optimize processes
- Assist with M&A integration activities
- Collaborate with Accounting on month-end close
- Conduct ad hoc analyses and metric assessments
Qualifications:
- BS or BA in Business, Economics, Finance, or Accounting
- Experience in financial analysis, budgeting, and forecasting; solid understanding of accounting principles
- Strong communication skills across functions
- Proficiency in modeling, Excel, and PowerPoint
- Adaptability and motivation in a fast-paced environment
- Strategic and detail-oriented thinking
- Experience in public companies or private equity firms
- Preferred: Hyperion Essbase, SmartView, or NetSuite Planning & Budgeting experience
Additional Information:
- Hybrid work model based in Santa Monica or Denver
- Comprehensive benefits including PTO, 401(k), health insurance, professional memberships, and more
- Salary range: $80,000 - $125,000, commensurate with experience and location, plus bonus and benefits
Visit for more info.
Wilshire is an SEC-registered investment adviser. Disclosure of political contributions may be required.
We are an equal opportunity employer committed to diversity and inclusion. Reasonable accommodations available for applicants with disabilities.
LI-Hybrid
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