Sr. Financial Analyst - Consumer Banking
- Support the preparation and analysis of monthly and quarterly financial performance packages, including Profit & Loss and balance sheet results for Consumer Banking.
- Analyze variances versus budget, forecast, and prior periods, identifying key drivers and trends.
- Assist in the development and enhancement of management reporting and dashboards to improve visibility into business performance.
- Prepare financial summaries, commentary, and presentations for Consumer Banking leadership and senior management reviews.
- Support the annual budgeting and periodic forecasting processes across business units.
- Maintain and update financial models that incorporate key business drivers, volume assumptions, and pricing impacts.
- Assist business partners with planning inputs and scenario analysis to evaluate potential business outcomes.
- Perform ad hoc financial analysis to support product, line of business, and strategic initiatives.
- Partner with business leaders to evaluate business cases, initiatives, and investment opportunities.
- Conduct peer or trend-based analysis to provide internal and external performance context.
- Leverage Excel and business intelligence tools (e.g., Power BI or similar) to deliver actionable insights.
- Assist in improving financial processes, controls, and reporting efficiency through automation and standardization.
- Ensure data accuracy, consistency, and integrity across reports and analyses.
- Bachelor's degree in Finance, Accounting, Economics, or a related field required.
- 3-5 years of experience in financial analysis, FP&A, or financial reporting, preferably within banking, financial services, or a related industry.
- Experience supporting budgeting, forecasting, and management reporting processes.
- Strong financial modeling, analytical, and problem-solving skills.
- Advanced proficiency in Microsoft Excel; experience with PowerPoint required.
- Experience with business intelligence or visualization tools (e.g., Power BI) preferred.
- Ability to translate complex financial data into clear, concise insights and recommendations.
- Strong communication skills with the ability to collaborate effectively with both finance and business partners.
- Highly organized with the ability to manage multiple priorities and meet deadlines.
- Demonstrated attention to detail while maintaining a big-picture perspective.
$77,390.00 - $127,139.75 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit 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 [email protected]. 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.
Recommended Jobs
DC Associate I
Compensation Data Starting Pay: Company Overview For more than 70 years, TBC Corporation has been a leader in the mobility industry and one of North America’s largest marketers and distribut…
Legal Assistant
Job Description Job Description Do you love digging into research and helping people? We’re hiring a legal assistan to assist our legal team in preparing legal documents, filing motions, and coor…
Electrician Maintenance & Ops Coordinator
POSITION SUMMARY: Mecklenburg County Park & Recreation is excited to add an Electrical Maintenance and Operations Coordinator to the team! This position will oversee electrical installations and r…
Internal Medicine Physician - Tarboro, North Carolina
Internal Medicine Physician – Tarboro, North Carolina An established multispecialty medical clinic in historic Tarboro, North Carolina is seeking a Board Eligible or Board Certified Internal …
Physician Assistant
Job Description Job Description Title: Physician Assistant Start Date: 07/08/2024 End Date: 07/08/2025 # of Openings: 4 Position Type: Contract Locations: Fayetteville, NC Add…
Manager, Pharmaceutical Sales Training
The Asahi Kasei Group operates with a commitment of creating for tomorrow. Our business sectors, Material, Homes, and Health Care, contribute to the development of society by anticipating the changin…
Landscape Installation Project Manager
United Land Services is a full-service landscaping company providing commercial landscape installation, maintenance, and enhancement services across the Southeast. We are committed to delivering high…
Medical Physics Resident
Department 37303 Wake Forest Baptist Medical Center - Oncology: Radiation Status Full time Benefits Eligible Yes Hours Per Week Schedule Details/Additional Information full-time …
Manager, Process Engineering
JOB DESCRIPTION Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description As part of the Thermo Fisher Scientific team, you’ll discover meaningful work t…
Technology Account Manager
Technology Services Account Manager Location: Gastonia, NC (Onsite) Compensation: $55k - $65k base + commission A growing Managed Services Provider is seeking a Technology Services Account Ma…