SVP, Head of Corporate Financial Planning and Analysis

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 Senior Vice President, Head of Corporate Financial Planning and Analysis will lead consolidated business planning & analysis, business unit profitability, strategic planning and decision making, and various key initiatives. The role will collaborate with colleagues in Finance and across the entire organization in analyzing and communicating corporate and business performance, while developing strategies for future growth and promoting strong fiscal discipline.  The role will partner with members of the WSFS Executive Leadership Team to analyze, design, and implement key strategic initiatives to drive growth and returns.  

Primary Responsibilities:

• Deliver the annual financial plan, 3 year strategic financial plan, and periodic revised annual forecasts.
• Support the CEO and CFO on matters related to investor relations including preparation of quarterly earnings release, supplemental materials and investor presentations.
• Drive strategic analysis in partnership with the business heads and support strategic initiatives.
• Oversee consolidated monthly and quarterly financial reporting including balance sheet and net interest margin analysis.
• Produce business unit profitability reporting and decision support analysis.
• Manage business case reviews across the organization to ensure alignment with corporate financial objectives and internal rate of return targets.
• Drive expense management throughout the organization through targeted initiatives, reporting, and business unit partnering.
• Lead cross-functional strategic initiatives partnering across the organization and with  the Executive team and the Board.
• Actively develop team members and future leaders to support growth in Finance and across the Company.
• Communicate the Company’s financial performance and expectations to Executive Management, the Board of Directors, and other key partners and stakeholders.
• Manage a team of professionals and be responsible for the growth and development of Financial Planning and Analysis (FP&A) and help drive continuous improvement across the broader finance organization.  As such, they will exercise the usual authority of a division head concerning staffing, performance appraisals, promotions, salary recommendations and terminations.

Qualifications & Experience:

• Bachelor’s or Master’s degree in finance, economics, or accounting
• Must have 15+ years of relevant, progressive financial leadership experience in banking, wealth management, or other financial services areas. 
• Experience communicating financial performance and the business, market and economic story to both internal and external audiences.
• Strong understanding of US GAAP accounting concepts and financial statements
• Strong financial modeling and analytical experience and skills
• Excellent knowledge of Microsoft Excel, PowerPoint, and business modeling tools.
• Knowledge of various technology tools and  a track record of devising and implementing metrics, analytics and processes leveraging technology to measure and drive business performance and decision making.  
• Strong verbal and written communication and listening skills.
• Ability to prepare presentations and deliver to Executive Management and the Board.
• Experience effectively analyzing financial and operational issues, conducting research and building partnerships to achieve resolutions.
• Demonstrated experience making decisions and recommendations on difficult and important issues affecting procedures and practices in Finance. 

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

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

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.