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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, journal entries, and account reconciliations while ensuring compliance with U.S. GAAP and SOX regulations. Proven ability to drive process improvements and enhance reporting capabilities through automation and data analytics.
Highest-signal resume keywords
Financial AnalysisU.S. GAAP ComplianceSOX ComplianceJournal EntriesAccount Reconciliations
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 AnalysisBalance Sheet ReconciliationProcess ImprovementData AnalyticsAttention to Detail
Soft Skills
Concise CommunicationProblem SolvingInterpersonal SkillsStrong Sense of Urgency
Tools & Technologies
ERP SystemsOracleMicrosoft ExcelMicrosoft Power BIMicrosoft Teams
Industry Keywords
Publicly Traded CompanyFinancial ServicesWealth ManagementRegulatory ReportingBanking Products
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 resolve reconciling items according to 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 with 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 needed
- 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
- Previous experience within a publicly traded company, bank, financial services institution, or wealth management organization is strongly preferred
- 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
- Previous experience with journal entries, account reconciliations and financial statement analysis
- Attention to detail and accuracy; ability to handle multiple responsibilities concurrently
- Process-driven approaches to identifying solutions and solving problems
- Strong sense of urgency
- Concise oral and written communications
- Ability to interact effectively with staff and management across the organization
- Proven 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
- Must not require work visa sponsorship from WSFS Bank now or in the future
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
- Accommodation support for physical or other impairments