Associate/Sr. Associate, Financial Planning & Analysis

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.

We are seeking a highly motivated Associate to join our dynamic finance team and contribute to our growth. The successful candidate will support the FP&A function particularly for product profitability, department expense management, and revenue reporting.

What you’ll do:

• Report directly to the SVP of FP&A and assist in building out and maintaining product profitability views
• Help to budget, forecast, and provide variance analysis for the various departments
• Prepare regular revenue reporting for internal and external audiences
• Analyze financial results and help build processes to execute on business objectives
• Support M&A integration activities as they apply to the specific departments
• Partner with Accounting on month-end close
• Perform ad hoc analyses and other metric measurements

• BS or BA Business degree (preferred in Economics, Finance or Accounting)
• Progressive financial analysis, budget and forecasting roles; solid understanding of accounting principles
• Demonstrated capability to communicate cross functionally
• Strong modeling, Excel, and PowerPoint skills
• Motivated and able to adapt styles and thrive in a fast-paced environment
• Think both strategically and on a detailed level
• Experience working in a public company or private equity owned business
• Hyperion Essbase, SmartView, or NetSuite Planning & Budgeting experience is preferred

• This position will work on a hybrid model out of our Santa Monica, or Denver office
• 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 $80,000-$125,000. 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.

Visit www.wilshire.com for additional company information. 

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 [email protected] or 310-584-6011.

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