Data Analyst – Finance Systems (NetSuite)

Wilshire Advisors LLC; Greater London; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A financial services firm seeks a Data Analyst responsible for ensuring the accuracy and integrity of financial data. This role involves data management, reporting, and process improvement. Candidates should have a Bachelor's degree in Finance or a related field, strong SQL and Excel skills, and experience with BI tools like Power BI. The position offers a hybrid work model with a comprehensive benefits package, including medical insurance and professional membership reimbursements.

Benefits

Comprehensive benefits package

Generous PTO

Company pension scheme contribution

CFA reimbursement

Professional membership reimbursement

Qualifications

• Proficiency in financial data management and analysis tools.
• Experience with finance systems for reporting and analysis.
• Understanding of financial statements and accounting principles.

Responsibilities

• Ensure accuracy and integrity of financial data across systems.
• Develop and maintain dashboards for reporting.
• Identify opportunities for process automation and improvement.

Skills

SQL

Excel

Power BI

Tableau

Analytical skills

Problem-solving skills

Education

Bachelor’s degree in Finance, Accounting, Data Analytics, or related field

Tools

NetSuite

Concur

Job description

Job Description

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

• 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.

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, company pension scheme contribution, medical insurance, life insurance, income protection insurance, CFA and other professional membership reimbursement, and more.

Visit www.wilshire.com for additional company information.