Teams at WSFS Bank

The Financial Reporting Analyst prepares financial performance analysis, coordinates budget processes, supports management with financial insights, and conducts ad hoc analyses using business intelligence tools.

Lead Delaware trust tax compliance and transition outsourced tax services in-house. Prepare and oversee federal, state, and local trust tax returns, manage a tax team, resolve notices, drive process improvements, and partner with trust and wealth teams to ensure compliance and client service excellence.

Lead and design the marketing operating system, including planning, portfolio governance, martech strategy, AI-driven automation, measurement, cross-functional alignment, compliance readiness, and talent development to improve efficiency and business outcomes.