SVP, FP&A

Company Description

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping millions of people around the world make better investment decisions for a more secure future. For 50 years, our clients have trusted Wilshire to transform complex theory into practical investment solutions and products.

Founded in 1972, Wilshire advises on over $1.3 trillion in assets and manages $93 billion in assets. Wilshire underwent a corporate transformation in 2021 and is on an exciting journey to deliver best-in-class Investment Solutions, Indices and Benchmarks and Innovative Analytics to a wide range of investors across the world.

Job Description

Wilshire is seeking a FP&A Lead.

What you’ll do:

• Report to the CFO and lead FP&A including all aspects of budgeting, forecasting and variance analysis for investment advisor company with multiple operating units, departments, and international operations
• Prepare regular management reporting financial packages for executive leadership and PE investors
• Communicate financial insights, process, and decision recommendations to business leads, executive leadership, and PE investors
• Complete implementation of planning, budgeting, and management reporting system (NetSuite)
• Support M&A due diligence and integration activities
• Partner with Accounting on month-end close
• Develop KPI monitoring including client Assets Under Management and other key forecasting models
• Create multi-year P&L and cash flow forecasting models with ability to run multiple macro-economic scenarios
• Proactively identify and recommend areas for improvement and implement creative solutions
• Perform ad hoc analyses and other metrics measurements
• Hire and guide a team of associates

Qualifications

• BS or BA Business degree (preferred in Economics, Finance or Accounting)
• Progressive financial analysis, budget and forecasting roles; thorough understanding of accounting
• Demonstrated capability to create a team and to guide others across functions
• Excellent modeling, Excel, and PowerPoint skills
• Motivated, excellent communicator, able to adapt styles and thrive in an enthusiastic 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

Additional Information

• This position will work on a hybrid or remote model out of our Santa Monica 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 salary range for this position is $180,000 - $250,000/year. However, base pay will be determined on an individualized 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 benefits, 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 Associates 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 ApplicantAccessibility@wilshire.com or 310-584-6011.