Senior Financial Analyst

3 days ago

Wilmington, United States WSFS Bank Full time

Job Description

We are seeking a Senior Financial Analyst to assume responsibility for financial reporting, analysis and accounting functions within the Trust & Wealth Management Division.

The position will offer a dynamic individual the opportunity to impact a thriving, growth-oriented business by providing strategic and tactical financial support.

The incumbent will gain visibility to senior leadership and in-depth learning opportunities of the Wealth Management business at an opportune time as the industry is on the cusp of “the greatest intergenerational wealth transfer in history, estimated at $68 Trillion” according to many sources.

Job Responsibilities:

Financial performance reporting process Collaborate with business line leaders to establish financial plans (budgets/forecasts) and measure performance versus targets Produce reporting packages including driver-based analysis Actively interpret and review key drivers of performance Communicate financial results to key audiences including senior management, boards and regulatory entities Collaborate with stakeholders within the business (Management, Operations, Research) and across the broader company (Business Planning & Analysis, Controllers, Human Resources, Legal & Audit) Maintain and enhance procedures, controls and documentation Perform accounting activities including reconciliations, general ledger entry preparation/review, month-end closes, Filing of external and statutory reports with the respective authorities Participate or lead special projects such as system implementation and other ad hoc requests

Minimum Qualifications:

Bachelor's degree in Accounting or Finance and/or equivalent work experience 5-7 years of accounting or finance experience in the financial services industry Advanced computer skills including Microsoft Excel, Word and Powerpoint Ability to handle multiple tasks, manage changing priorities, be extremely detail oriented and successfully work under strict deadlines Excellent problem-solving and organizational abilities Excellent interpersonal skills including communication, teamwork and influence Innovative mindset to drive continual improvement Strong, effective and professional written and verbal communication skills Ability to work overtime during peak reporting and filing periods Strong work ethic and business acumen with an inherent curious instinct Strong technical, analytical, financial modeling and presentation skills Thrives in dynamic, energetic and driven environments Ability to present complex financial information in simple terms Experience in collaborating to set up new processes, with strong analytic capability Working knowledge of US GAAP

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. #J-18808-Ljbffr

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