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 mantra is "business lending done right", aiming to revolutionize small business lending through technology and a motivated workforce to deliver fair and transparent financing solutions with unmatched speed, convenience, and customer service. NewLane Finance is powered by WSFS Financial Corporation, a $20+ billion parent company. The company values integrity, passion, teamwork, and commitment to excellence. The Financial Reporting Analyst role involves organizing the company's financial performance analysis, management reporting, and budget processes. This includes assisting in coordinating key management review meetings, supporting senior management with performance results and financial projections, and developing ad hoc financial analysis using business intelligence tools like Tableau to provide insights into business performance. The role requires strong communication, problem-solving, critical thinking, and influencing skills to articulate analysis outcomes and manage workload independently.

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.