SEC Financial Reporting Analyst

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 Financial Reporting Analyst is responsible for preparing and filing financial statements and related disclosures with the SEC. The role will work closely with business partners throughout the organization to complete timely and accurate SEC filings and help coordinate with external auditors on accounting and reporting matters. The role will also support key finance initiatives, expanding and optimizing use of our existing technologies, process improvements, and other value-added activities.

Job Responsibilities:

• Assist in the preparation and filing of Forms 10-K, 10-Q, 8-K, and other SEC reports in compliance with SEC regulations and U.S. GAAP.
• Assist in the preparation of earnings releases and other related financial communications.
• Maintain and update XBRL tagging for financial statements and footnotes.
• Support quarterly reviews and annual external audits.
• Collaborate with the Accounting Policy function to monitor changes in accounting standards and SEC regulations, assess their impact, and assist in implementation of new requirements.
• Take an active role in ensuring SOX compliance for all SEC reporting processes including the review and maintenance of SOX process documentation, self-testing of controls, managing audit requests, and developing remediation plans for ineffective controls when necessary.
• Participate in special projects and prepare/review ad-hoc analyses, as needed.
• Support the mission, strategy, and values of the Company.

Minimum Qualifications:

• Bachelor’s degree in Accounting, Finance or related field; CPA &/or MBA is a plus.
• 2+ years of work experience in public accounting or corporate financial reporting, preferably with a public company.
• Previous public company or financial services experience preferred but not required.
• Demonstrates the ability to understand, of U.S. GAAP, SEC regulations and financial reporting processes.
• Experience with Workiva or similar SEC filing tools is a plus.
• Proficiency in Microsoft Office products (i.e. Excel, PowerPoint, etc.).
• Experience with ERP/general ledger systems (Oracle experience is a plus).
• Detail-oriented with a commitment to accuracy and meeting deadlines; ability to execute and follow-through to completion.
• Excellent analytical, organizational, and communication skills.
• Ability to work in a fast-paced environment and effectively manage ambiguity and complexity.
• Technology-focused mindset with a proven ability to automate or streamline processes to improve effectiveness, efficiency, and reduce risk.

Salary Range:

Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. 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. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

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 [email protected].

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.