Job Description
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive
Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more
We are the region's locally headquartered bank and wealth management company
We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve
We Stand For Service® is more than part of our name, it’s our mission and our purpose
The HR Business Analyst will serve as a strategic financial partner of the HR team
The incumbent will support consolidated business planning and analysis matters and HR business unit support
This critical role will assist with delivering the annual financial plan, consolidating monthly and quarterly financial reporting, business unit profitability reporting, and decision support analysis
This role will communicate corporate and business performance, opportunities, and risks to the HR Risk Liaison
The HR Business Analyst will establish relationships to gather information, develop thoughtful conclusions, and support growth, innovation, and investment
The role will offer opportunities for increased responsibility and advancement
Job Responsibilities: Production/consolidation of monthly/quarterly financial reporting packages including P&L and Balance Sheet driver-based variance analysis
Design business driver schedules with business unit personnel to aid in planning and analysis of business unit performance in order to gain deeper understanding of BU variances
Facilitate reviews with HR business units to capture and track risks & opportunities
Provide support for the HR business units’ inputs into the annual financial plan
Communicate and explain financial results/variances
Actively interpret and review key drivers of performance i.e
metrics related to project plans, initiatives, KRIs, etc.; participate in the regular report-out of Human Resources performance and people metrics Develop new methods to capture and report key financial data
Support the information gathering and audit requests related to the preparation of quarterly earnings releases and quarterly and annual SEC reports, including 10-Qs and 10-Ks
Assist in the research and documentation of new accounting and regulatory guidance to ensure timely identification and compliance
Provide requested supporting documentation as required by internal and external auditors and regulatory authorities in support of their annual audits/exams, quarterly reviews and risk assessments
Maintain SOX compliance for all SEC/Regulatory reporting processes; ensuring that the managers and staff are reviewing and maintaining processes and related documentation on a recurring basis as their business needs and procedures change
Complete special projects and cross training as deemed necessary by management
Continuing education relating to job functions – Regulatory and SEC Reporting
Drive the development of policies, procedures and processes for internal functional areas
Collaborate with internal partners to ensure proper financial reconciliations are completed timely and accurately
Support the mission, strategy, and values of the Company
Minimum Requirements: Must have 4+ years related experience
Must have strong accounting and analytical skills and knowledge
Must have the ability to work in a fast-paced environment and manage well through ambiguity and complexity
Must have the ability to execute and follow-through to completion and documentation
Advanced skills using Microsoft Excel and PowerPoint; PowerBI preferred
Proficient in Oracle GL and Oracle SmartView preferred
Must have strong, proven knowledge of financial reporting and accounting principles
Must have comprehensive knowledge of financial analysis techniques and methodologies with ability to engage complex tools
Must have a strong consultative interpersonal skills with ability to influence inter-departmental teams
Must have the ability to communicate across all levels of the organization, both verbal and written
Must have strong work ethic and business acumen with an inherent curious instinct
Must have the ability to manage conflicting priorities and make appropriate decisions based on business objectives
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
careers@wsfsbank.com
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
At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive
We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve
WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company
Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region
As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration
WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management
Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments
Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.
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