Financial Reporting Analyst

WSFS Bank•Philadelphia, PA

20h

About The Position

NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Their core philosophy is "business lending done right," aiming to transform small business lending through advanced technology and a dedicated workforce. This approach ensures fair, transparent, fast, convenient, and customer-centric financing solutions. NewLane Finance primarily delivers its products and services through financing programs with equipment manufacturers, distributors, and dealers. The company is backed by WSFS Financial Corporation, a parent company with over $20 billion in assets. The Financial Reporting Analyst will be responsible for organizing the company’s financial performance preparation and analysis, management reporting, and budget processes. This role also involves assisting in coordinating key management review meetings, supporting business users in financial planning, and developing ad hoc financial analysis to aid departmental decision-making.

Requirements

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.

Responsibilities

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.
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.
Articulate outcomes of analysis and relevant insights.
Independently manage and prioritize workload.
Ad-hoc requests and special projects.