Lead Senior Financial Reporting Officer

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 Lead Senior Financial Reporting Officer role is responsible for preparing, reviewing, and filing financial statements and other related disclosures with the SEC. The role will work closely with business partners throughout the organization to complete SEC filings, lead associates providing direct assistance to the reporting process, and serve as a primary point-of-contact with external auditors on accounting and reporting matters. The role will also support key finance initiatives, expanding use of our existing technologies, process improvements, and other value-added activities.

Job Responsibilities:

• Lead resources that contribute to SEC filings, including Forms 10-K, 10-Q, 8-K, and other SEC reports in compliance with SEC regulations and U.S. GAAP
• Lead the preparation, review and filing of other SEC reports and the organization’s benefit plan financial statements.
• Assist in the preparation of earnings releases and other related financial communications
• Maintain and update XBRL tagging for financial statements and footnotes
• Assist with quarterly reviews and annual external audits
• Lead coordination with external auditors for the organization’s benefit plan audits.
• Collaborate with the Accounting Policy team to monitor changes in accounting standards and SEC regulations, assess their impact on reporting requirements, and assist implementation of new standards and 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 controls, managing audit requests, and if necessary, develop remediation plans for ineffective controls
• Participate in special projects, as needed
• Review and/or prepare various ad-hoc analyses, as needed
• This role may be required to work evenings and/or weekends during peak reporting and filing periods.

Minimum Qualifications:

• Bachelor’s degree in finance, accounting, or related field is required.
• CPA certification or an MBA is strongly preferred.
• Must have at least 5 years of accounting experience.
• Prior public accounting, financial services industry and/or SEC reporting experience strongly preferred.
• Experience using Workiva reporting software and Oracle Financials strongly preferred.
• Experience with ERP/general ledger systems, specifically Oracle, experience is a plus.
• Demonstrates the ability to use judgement to apply U.S. GAAP, SEC regulations and financial reporting concepts and make recommendations to management.
• Must possess a strong attention to detail and problem-solving ability, with a detail-oriented commitment to accuracy and strict deadlines; Ability to execute and follow-through to completion.
• Must possess a proven ability to automate and/or streamline processes to improve effectiveness and/or efficiency, reduce risk.
• Proficient in Microsoft Office products (i.e. Excel, PowerPoint, etc.)
• Capable of working in a fast-paced environment, managing ambiguity and complexity.

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:

$92,869.00 - $152,569.00

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.