Financial Planning and Analysis (FP&A) Analyst Cash Connect Division

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 regions 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 its our mission and our purpose.

Cash Connect a division of WSFS Bank is the leading national provider of ATM cash management remote cash capture solutions and optimized cash logistics. For more than two decades our clients and partners have trusted Cash Connect with their cash management needs. With a foundation built on innovation and outstanding service Cash Connect is committed to providing flexible creative solutions that simplify the cash cycle for Clients.

The Financial Planning & Analysis (FP&A) Analyst will report to the Division Controller and will support business unit matters for the Cash Connect division related to financial planning profitability analysis financial reporting and business unit finance support.

Job Responsibilities:

• Support the production of monthly and quarterly financial reporting packages including variance analysis KPIs and performance commentary.
• Develop and maintain dynamic data-driven forecasts for annual and quarterly budgets and long-term strategic planning.
• Provide financial modeling and scenario analysis or support business cases strategic initiatives and capital allocation decisions.
• Enhance financial models reporting dashboards and data visualization tools for efficiency and clarity.
• Technical lead: Support management decision-making with technical quantitative guidance and expertise.
• Monitor and interpret key financial and operational metrics to identify and track risks & opportunities.
• Drive automation and process improvements in budgeting forecasting and reporting cycles.
• Support Cash Connect Division Controller and Corporate Finance as needed for ad hoc finance projects and initiatives.

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.

Minimum Qualifications:

• Bachelors degree in Finance Accounting Economics or related field
• 3 years of FP&A corporate finance or financial analysis experience (preferably in banking or financial services).
• Advanced Excel and financial modeling skills.
• Experience in Oracle GL and Essbase/Smartview is preferred.
• Experience with BI/reporting tools (e.g. Power BI Tableau) strongly preferred.
• Excellent analytical problem-solving and communication skills with ability to distill complex data into actionable insights.
• Ability to handle sensitive and confidential information with integrity.
• Proven ability to work cross-functionally and influence decision-making at multiple levels.
• Must be able to work overtime during peak reporting and filing periods.
• Must be able to handle multiple tasks manage changing priorities be extremely detail oriented and successfully work under the pressure of strict deadlines.
• Must have excellent problem solving and organizational abilities.
• Must have strong effective and professional written and verbal communication skills.

Salary Range:

Individual base pay may vary on additional factors such as the candidates 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 Associates location and employment status. For more information about Associate benefits please visit 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

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.