Senior Financial Analyst

4 weeks 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



  • Wilmington, United States Vaco Recruiter Services Full time

    Vaco, a global talent and solutions provider, is assisting a global manufacturing organization in their search for a Senior Financial Analyst. This position is onsite in the Wilmington, Delaware area. No relocation is available and remote candidates will not be considered. The Senior Financial Analyst will act as a Business Partner to the Plant Manager for...


  • Wilmington, United States IKO Industries Full time

    IKO Industries Ltd. is a market leader in the manufacturing of roofing and building materials. IKO is a Canadian owned and operated business with production facilities worldwide and has many years of unparalleled success in the roofing materials industry. Quality, integrity, and trustworthiness are the values that underlie this success, and we have built...


  • Wilmington, United States Chubb Full time

    Chubb is hiring for a Senior Financial Analyst! This role operates on a hybrid work schedule (3 days in office, 2 days remote) based out of our Philadelphia, PA office. Primary Responsibilities: Manage monthly bulk reserve processing into financials through working with regional Actuarial teams to collect parameters, Finance on reconciling results,...


  • Wilmington, United States Vaco Full time

    Our manufacturing client is looking for a local Senior Accountant/Senior Financial Analyst to manage a business unit. The company has a good culture and environment however this position will initially start off as 5 days a week in office. Those looking for a Hybrid Position in the future may apply. Responsibilities and Requirements: Responsibilities and...


  • Wilmington, North Carolina, United States Johns Hopkins Medicine Full time

    Johns Hopkins Health Plans is a leader in provider-sponsored health plans. If you are interested in improving how healthcare is delivered, and have a passion to be at the forefront of change, JHHP is the place to call home. YOU belong here. What awaits you: Work-life balance - This is a remote role You may be asked to come to the office once per...


  • Wilmington, United States Goddard Systems, Inc. Full time

    Requisition Number : SENIO001276 Apply now Posted : April 3, 2024 Full-Time Locations Showing 1 location Philadelphia, PA, USA Description Come join our Goddard Systems, LLC (GSL) corporate team! We are a great place to work and offer many employee-friendly perks and benefits. GSL is the manager of the Goddard School franchise system that supports over 650...

  • Financial Analyst

    4 weeks ago


    Wilmington, United States Longwood University Full time

    You are viewing a preview of this job. Log in or register to view more details about this job. While other companies just build places to live, at HHHunt we build a better way of life. Founded by Harry H. Hunt III in 1966, HHHunt is a recognized leader in real estate development throughout Virginia, North Carolina, Maryland and South Carolina. It's the...


  • Wilmington, United States Liberty Personnel Services, Inc. Full time

    Role: As a Senior Systems Analyst within the Finance department, this role will report directly to the Chief Accounting Officer of the organization and be a key liaison between accounting and finance as well as IT to help the organization improve financial processes, reporting, data optimization and cleansing, etc. This person will be constantly...

  • ABX Financial Analyst

    2 weeks ago


    Wilmington, United States ABX Air Full time

    The Financial Analyst will support the Director of Finance and the Controller in Financial Planning and Analysis tasks and initiatives, including budgeting and forecasting and recurring reporting requirements. The position will work directly with department leads, Executive leadership, and ATSG. Requirements: Bachelor's degree in Finance or Accounting...


  • Wilmington, United States Nemours Full time

    As a Financial Analyst, you will join a team responsible for the overall financial and operational vitality and success of all Delaware Valley operations. Your responsibilities include assisting in developing annual capital and operating budgets and ensuring leadership have access to quality and timely operational and financial information. You will also...

  • Senior Accountant

    1 week ago


    Wilmington, United States Tatum by Randstad Full time

    Our client is a top financial services company in a very interesting space! They are on made up of industry leaders, and currently experiencing a major growth phase. They are looking for a senior fund accountant/analyst to join their team! This position is expected to be hybrid work schedule, with three days onsite in the offices in Wilmington, DE and two...


  • Wilmington, United States Barclays Full time

    Business Operations Analyst Wilmington, DE As a Barclays Business Operations Analyst, you will be accountable for reconciliation and exception handling for various Ops processes, specifically as we anticipate growth in the manual exception handling volume. Some of the processes under your remit include the paper application and mailroom processes and...


  • Wilmington, United States Barclays Full time

    Business Operations Analyst Wilmington, DE As a Barclays Business Operations Analyst, you will be accountable for reconciliation and exception handling for various Ops processes, specifically as we anticipate growth in the manual exception handling volume. Some of the processes under your remit include the paper application and mailroom processes and...

  • Financial Analyst

    3 days ago


    Wilmington, United States TraceLink Full time

    Company overview: TraceLink’s software solutions and Opus Platform help the pharmaceutical industry digitize their supply chain and enable greater compliance, visibility, and decision making. It reduces disruption to the supply of medicines to patients who need them, anywhere in the world. Founded in 2009 with the simple mission of protecting patients,...


  • Wilmington, United States Longwood University Full time

    You are viewing a preview of this job. Log in or register to view more details about this job. This position ensures the accurate and complete compilation and analysis of complex financial data for inclusion in the Preliminary Report, Annual Comprehensive Financial Report (ACFR), Popular Annual Financial Report (PAFR), Monthly Revenue Report, Monthly Cash...


  • Wilmington, Delaware, United States Ascensus Inc Full time

    Section 1: Position SummaryThe Insights & Analytics team within the Digital, Marketing and Analytics Mgmt.organization, is looking for an innovative and hands-on Sr.Digital Analyst to lead analytics efforts meant to drive growth and a superior user experience, through experimentation and data-driven insights.With a focus on our Retirement business, this is...

  • Reporting Analyst

    2 weeks ago


    Wilmington, United States IntePros Full time

    Job title: Sales Reporting Analyst Summary The Sales Reporting Analyst will be responsible for gathering, analyzing, and publishing standard and ad hoc reports for Senior Leadership. In this role, the Analyst will work with various areas within organization to accurately report current data and forecast for upcoming year. The candidate should be...


  • Wilmington, United States City of Wilmington NC Full time

    Serving as a member of the Parks and Recreation Department senior staff, reporting to the Director, the purpose of this position is to provide support to the department and its director by performing planning and research activities to strategically Business Analyst, Budget, Business, Analyst, Manager, Operations

  • Business Analyst

    4 days ago


    Wilmington, United States NR Consulting Full time

    Job Title: Business Analyst Location: Raleigh, NC (Remote) Job Type: Contract with extension Duration: 6+ months Job Description Client is seeking a Senior Business Analyst/Tech Writer to develop documentation regarding various Departmental Information Technology systems. Complete Description: Client is seeking a Senior Business Analyst/Tech Writer to...

  • Management Analyst

    3 weeks ago


    Wilmington, Delaware, United States Department Of Housing And Urban Development Full time

    SummaryThis position is located in the Department of Housing and Urban Development, Office of Field Policy and Management.The College Graduates Program affords developmental experiences in the Federal Government intended to promote careers in the civil service to individuals who have recently graduated from qualifying educational institutions or programs....