Director of Financial Projects

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 Director of Financial Projects is responsible for leading and executing strategic financial initiatives across the Finance Division and broader organization. This role involves leading &/or collaborating with cross-functional project teams, implementing &/or enhancing financial systems and processes, and ensuring alignment with the organization’s strategic plan. The ideal candidate brings strong leadership, analytical, and project management skills to drive innovation and improve financial performance and can operate with high degrees of independence and autonomy.

Job Responsibilities:

• Lead strategic financial initiatives, including system enhancements &/or implementations, process improvements, and financial integrations.
• Serve as a consultant and advisor to Finance senior leadership on complex, emerging matters. Lead the response &/or resolution to such matters.
• Collaborate with Finance senior leadership and their respective teams to identify strategic initiatives which drive innovation and improve strategic, financial and operational decision-making.
• Collaborate with project management and finance functions to define and develop project objectives, scope, deliverables, resource requirements, KPIs and budget for identified strategic initiatives.
• Monitor and report project performance to Finance senior leadership, ensuring milestones and KPIs are met. Identify risks and develop mitigation strategies to ensure projects meet deliverables and budget.
• Lead key stakeholders in identification and implementation of process improvements &/or streamlining financial workflows; quantify ROI from the improvements and report to Finance senior leadership.
• Serve as a liaison between finance and other departments for project-related matters.
• Maintain current knowledge of best practices, technologies, and regulatory requirements in financial management.

Minimum Qualifications:

• Undergraduate degree in finance, accounting, or related field is required.
• CPA or CFA certification or an MBA is required.
• 10+ years of progressive experience in finance, with at least 3 years in a leadership/management role.
• Proven success managing cross-functional projects, initiatives &/or deliverables.
• Must be an excellent communicator and have the ability to present concise oral and written presentations.
• Must have the ability to build relationships, influence, and drive organizational alignment.
• Demonstrated strength in understanding overarching company goals, performing strategic assessments, and developing clearly framed choices and recommendations.
• Must have strong attention to detail and problem-solving ability.
• Must demonstrate various process-driven approaches to identify solutions and solve problems.
• Must possess a strong sense of urgency.
• Must have the ability to continually reengineer workflows for effectiveness &/or efficiency.
• Must have the ability to creatively introduce technology to improve processes and reduce costs.
• Must embrace change and desire to work in a complex, growing organization whose structure and priorities continue to evolve.

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.