Sr. Financial Analyst - Consumer Banking

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 Sr. Financial Analyst supports financial planning, analysis, and performance reporting for the Consumer Banking division. This role partners closely with Consumer Banking Finance leadership and business stakeholders across the business to deliver accurate, timely insights that support decision-making, performance management, and strategic initiatives. The position offers strong visibility, cross-functional collaboration, and meaningful exposure to senior leadership.

Job Responsibilities:

• Support the preparation and analysis of monthly and quarterly financial performance packages, including Profit & Loss and balance sheet results for Consumer Banking.
• Analyze variances versus budget, forecast, and prior periods, identifying key drivers and trends.
• Assist in the development and enhancement of management reporting and dashboards to improve visibility into business performance.
• Prepare financial summaries, commentary, and presentations for Consumer Banking leadership and senior management reviews.
• Support the annual budgeting and periodic forecasting processes across business units.
• Maintain and update financial models that incorporate key business drivers, volume assumptions, and pricing impacts.
• Assist business partners with planning inputs and scenario analysis to evaluate potential business outcomes.
• Perform ad hoc financial analysis to support product, line of business, and strategic initiatives.
• Partner with business leaders to evaluate business cases, initiatives, and investment opportunities.
• Conduct peer or trend-based analysis to provide internal and external performance context.
• Leverage Excel and business intelligence tools (e.g., Power BI or similar) to deliver actionable insights.
• Assist in improving financial processes, controls, and reporting efficiency through automation and standardization.
• Ensure data accuracy, consistency, and integrity across reports and analyses.

Minimum Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• 3–5 years of experience in financial analysis, FP&A, or financial reporting, preferably within banking, financial services, or a related industry.
• Experience supporting budgeting, forecasting, and management reporting processes.
• Strong financial modeling, analytical, and problem-solving skills.
• Advanced proficiency in Microsoft Excel; experience with PowerPoint required.
• Experience with business intelligence or visualization tools (e.g., Power BI) preferred.
• Ability to translate complex financial data into clear, concise insights and recommendations.
• Strong communication skills with the ability to collaborate effectively with both finance and business partners.
• Highly organized with the ability to manage multiple priorities and meet deadlines.
• Demonstrated attention to detail while maintaining a big-picture perspective.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

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 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.