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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, U.S. GAAP, and SOX compliance while effectively collaborating with cross-functional teams to enhance accounting processes and reporting capabilities. Proficient in automating workflows and utilizing ERP systems to drive efficiency and reduce operational risk.
Highest-signal resume keywords
Financial AnalysisU.S. GAAPSOX ComplianceJournal EntriesERP Systems
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement AnalysisAccount ReconciliationsJournal EntriesData AnalyticsProcess ImprovementFinancial ReportingBalance Sheet ReconciliationsAutomationRegulatory ReportingTrend Analysis
Soft Skills
Concise CommunicationInterpersonal SkillsMulti-taskingCollaborationProblem Solving
Tools & Technologies
Microsoft ExcelMicrosoft Power BIMicrosoft WordMicrosoft PowerPointMicrosoft TeamsOracleWorkiva
Certifications & Qualifications
CPA CertificationMBA
Industry Keywords
Financial ServicesWealth ManagementPublic AccountingBankingSOX Compliance
Tech Stack
Tools & technologiesERPOracle
About the role
Key responsibilities & impact- Execute and support assigned areas of the period-end financial close process
- Prepare, record, and review journal entries
- Prepare and review balance sheet reconciliations
- Research, support, and decision reconciling items in accordance with company policy
- Perform financial analysis of Balance Sheet and Income Statement accounts
- Analyze financial results, identify trends and unusual fluctuations, investigate variances, and communicate findings and recommendations to management
- Collaborate on resolving accounting matters and assist business partners in understanding accounting treatment and related activities
- Drive process improvement initiatives using automation, data analytics, and technology solutions
- Improve efficiency and reporting capabilities, strengthen controls, and reduce operational risk
- Contribute to SOX compliance, including maintaining process documentation, self-testing controls, managing audit requests, and developing remediation plans when necessary
- Contribute to strategic Finance initiatives
- Perform other responsibilities as assigned
Requirements
What you’ll need- Bachelor’s degree in finance, accounting, or related field is required
- Minimum 2 years of work experience in an accounting department and/or public accounting
- Strong understanding of U.S. GAAP, SOX and reporting requirements
- Understanding of banking and wealth management products and services, including deposits, loans, investments, trust and fiduciary activities, fee-based revenue, and applicable regulatory reporting requirements
- Experience with journal entries, account reconciliations and financial statement analysis
- Ability to handle multiple responsibilities concurrently
- Concise oral and written communications
- Ability to interact effectively with staff and management across the organization
- Ability to automate and/or streamline processes to improve effectiveness and/or efficiency and reduce risk
- Prior experience with ERP systems, preferably Oracle
- Excellent computer skills with Microsoft Office products including Excel, Word, PowerPoint, Power BI, and Teams
- Presently authorized to work for any employer in the United States
- Will not require work visa sponsorship from WSFS Bank now or in the future
- CPA certification or an MBA is a plus but not required
- Experience with Workiva is a plus but not required
- Previous experience within a publicly traded company, bank, financial services institution, or wealth management organization is strongly preferred
Benefits
Comp & perks- Competitive salaries
- Advancement opportunities
- Medical, dental, and vision coverage
- 401(k) plan
- Life, accident, and disability insurance
- Flexible spending accounts (FSAs)
- Health savings accounts (HSAs)
- Wellness programs
- Paid parental leave
- Military leave
- Vacation and other paid time off
- Sick leave in accordance with applicable state laws
- Paid holidays
- Discretionary and formula-based incentive and retention awards for eligible Associates