Financial Reporting Analyst

WSFS Bank; Philadelphia (Philadelphia County); On-site; USD 54,000 - 88,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Life, disability insurance

Wellness programs

Job summary

NewLane Finance is seeking a finance professional to advance financial planning, analysis, and reporting for a growing commercial equipment lender. You will support budgeting, performance reviews, and senior management presentations, partnering with business units and the parent company WSFS Financial Corporation.

Qualifications include a Bachelor’s in Accounting or Finance and 2+ years in financial modeling and 1–2 years in financial reporting/analysis.

Qualifications

• Bachelor’s Degree in Accounting or Finance is required.
• 2+ years’ experience with financial modeling.
• 1–2 years’ experience in financial reporting and analysis.
• Proficiency with Microsoft Excel and Microsoft PowerPoint.
• Training/certification/experience with Tableau or BI reporting tools.
• Ability to problem solve and work in a team.

Responsibilities

• Organize the company’s preparation and analysis of financial performance, management reporting and budget processes.
• Assist in coordinating key management review meetings and board materials.
• Assist with budget and financial planning cycles.
• Prepare financial and business presentations for senior management.
• Support performance results, forecasts and profitability analyses.
• Handle special projects as needed.

Skills

Financial modeling

Excel

PowerPoint

Tableau

BI tools

Problem solving

Teamwork

Communication

Education

Bachelor’s Degree in Accounting or Finance

Tools

Excel

PowerPoint

Tableau

BI Tools

Job description

Job Description

NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is “business lending done right”, and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $20+ billion parent, WSFS Financial Corporation (Nasdaq: WSFS).

NewLane’s Values:

• Integrity
• Passion
• Teamwork
• Commitment to Excellence

Essential Duties and Responsibilities:

Financial Management:

• Organize the company’s preparation and analysis of financial performance, management reporting and budget processes.
• Assist in coordinating key management review meetings, including internal management review, parent business profitability sessions and board meeting materials.
• Assist business users in budget and financial planning cycle.
• Assists in assembling financial and business presentations to senior management and parent leadership and participates in discussions.
• Support department and senior management around performance results, financial projections results and profitability decisioning.
• Special Projects as needed.

Financial Analysis:

• Develops ad hoc financial analysis that assists department managers in making decisions
• Apply business intelligences tools, including Tableau to delivery meaningful insights into business performance.
• Assists in organizing business plans with business unit administration / line managers
• Roles require strong communication, problem solving, critical thinking, and influencing skills to effectively :
• Articulate outcomes of analysis and relevant insights.
• Independently manage and prioritize workload.
• Ad-hoc requests and special projects.

Qualifications:

• Bachelor’s Degree in Accounting or Finance.
• 2+ years’ experience with financial modeling.
• 1 to 2 years’ experience in financial reporting / analysis
• Strong experience with Microsoft Excel and Microsoft PowerPoint.
• Training/certification/experience with Tableau, or business intelligence reporting tools.
• Ability to problem solve.
• Teamwork skills, ability to positively contribute to overall success of the team.

NewLane Finance is shaping the future of business finance, and we’re looking for talented, committed individuals to join our company as we continue to grow our team. We work hard to find the best people, invest in their professional development, and encourage “thinking outside the box”. Ultimately, it is our people who will create our success…by helping our customers grow and succeed.

_NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information . _

NewLane Finance will not be able to provide Relocation or Sponsorship

Salary Range:

$53,744.00 - $88,290.50

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 https://www.wsfsbank.com/about/careers/

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 [e-mail].

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.