Financial Reporting Analyst

WSFS BankPhiladelphia, PA
18d$52,433 - $86,137

About The Position

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. a $20+ billion parent, WSFS Financial Corporation (Nasdaq: WSFS). NewLane’s Values: Integrity Passion Teamwork Commitment to Excellence

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.

Benefits

  • 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.
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