Position type : Full-time

Location : Philadelphia, PA

Schedule : Monday Friday

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.

NewLane Finance Company ( NewLane ) is a commercial equipment finance company, serving small and mid-size businesses nationwide.

Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service.

Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers.

NewLane is a subsidiary of WSFS.

NewLane Finance is seeking a Business Risk Analyst that will support the Credit and Collections functions through the use of advanced analytics and analyses.

This role will be responsible for applying business analysis and quantitative knowledge to the organization’s data to ensure that strategic business objectives are being met.

Interpreting analytical outputs, communicating findings to business leaders, and recommending appropriate actions will be an important aspects of the role.

Job Responsibilities :

• Assist in the aggregation and analysis of customer and 3rd party data (e.g., PayNet, D&B, consumer credit bureaus) for monitoring credit risk strategies and developing business intelligence.
• Analyze large data sets (structured and unstructured data) to uncover insights, summarize findings, prepare reports, and recommend actions to business leaders and management to influence decision-making.
• Assess, analyze, and interpret data outputs to develop usable and actionable information for the business channel leaders.
• Communicating regularly with team members and business stakeholders to gather requirements and champion business analytics.
• Identifying and analyzing complex developments, variances, and trends within the portfolio and overall business operations.
• Monitor the performance & efficiencies of NewLane’s dealer and broker partnerships. Identify areas for improved efficiencies and increased optimization, and act as a liaison between Credit & Sales to operationalize recommendations.
• Interpret business requirements and translate them into technical documentation for IT / third-party vendors.
• Must understand, abide by, and uphold audit procedures and internal controls related to essential duties and responsibilities.

Minimum Qualifications :

• Bachelor’s degree in Business or Data Analytics or Finance, or other relevant discipline; or in lieu of a degree two (2) plus years’ experience in an analytical role or the financial services industry.
• Ability to work independently as well as collaboratively within a cross-functional team.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Strong quantitative, analytical, and interpretive skills.
• Candidate should be self-motivated and possess a desire to learn.
• Demonstrated experience with business intelligence tools such as Tableau, Power BI, and / or Qlik.
• Experience with SQL programming language is preferred, but not required.

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] wsfsbank.

com. Our Mission and Values serve as essential reminders about who we are and how we do business. 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.

Key Responsibilities :

• Importing, cleaning, transforming, validating, and analyzing large data sets to generate insights, answer business questions, and improve on the current operations.
• Developing customized data models and algorithms to apply to large data sets.
• Developing reports and dashboards that effectively communicate insights, trends, and / or patterns.
• Selecting and applying machine learning algorithms and techniques for different types of business needs (optimization, classification, clustering, prediction, hypothesis testing, anomaly detection, etc.).
• Mining and analyzing data from company databases to discover insights, identify business opportunities, and optimize and improve product development and business strategies.
• Providing ongoing analytical support through the utilization of data management, modeling, and technology.
• Performing other related tasks as they arise and as delegated by the Management.

Ideal Requirements :

• Bachelor’s Degree in Computer Science, Mathematics, Statistics, or a related field
• A Master’s degree is a plus
• A minimum of 1 to 3 years of experience in the field
• Professional behavior and ethical conduct
• Delivering results
• Continuous improvement
• Accountability and taking ownership

Job Description

Do you dream in SQL or think Tableau is a fun playground for reporting? Do you thrive in understanding the P&L drivers of the business and finding opportunities to create a material impact?

Does a well-structured Redshift environment fill you with delight? Do you love animals? Then this is the role for you!

This is a perfect opportunity for someone who is rising in their career and ready for the next chapter to lead our data insights and reporting for the organization.

This is a new function, and our Sr. Data Analyst will be a critical to our continued growth and success. They will use their rich knowledge of data activation and our business strategies to provide sound business recommendations and share insights with across all departments.

This individual will partner closely with stakeholders across the organization and through external vendors to develop our dashboards, ad hoc analysis, and multi-unit individual reporting for our 150+ practice fleet.

Our ideal candidate is a detailed data excavator, expert communicator, and top-notch analyst. They will be wholly committed to the discovery and development of reporting and insights to drive material performance improvement for the business.

The ideal candidate will thrive in a fast-paced, entrepreneurial environment with a no-job-too-big or small attitude. They will have a mix of inquisitiveness, learning agility, emotional intelligence, and drive for success.

Key Responsibilities

• Extract data, create reports, monitor KPIs, share insights, create presentations, and make recommendations based on the findings
• Develop meaningful and lasting relationships with stakeholder teams across business units (i.e., finance, operations, marketing, people ops, business development) to develop reporting requirements, identify data source needs with our data engineer, and build the end reports, communicating effectively and efficiently with internal, external, and executive teams
• Proactively identify key business trends and opportunities for cross functional leaders
• Leverage the AAH database to produce reports, analytics and select campaigns leveraging SQL, Excel, and visualization tools to drive material improvements for the business
• Utilize the end BI tools to create reports, dashboards and visualizations and provide the insight analysis based on the business objective (Tableau)
• Work to identify and recommend prioritization for cross functional reporting and data sourcing required to deliver against the need
• Partner with outside partners to communicate data and reporting / analytics requirements and act as internal project manager to deliver projects
• Ensure appropriate data accessibility across internal, external and practice teams
• Partner with Email / Text / CRM vendors to cut audience segmentations from our warehouse and deliver campaign lists and create / deliver reports to analyze results (SQL required)
• Develop both automated, scheduled reporting and accessible dashboards based on user type and access need
• Structure large data sets to find usable information
• Ensure data quality assurance for all reporting and effectively resolve issues with clear communication along the way
• Maintain, unify, and update our data dictionary across departments
• Educate staff members through training and individual support

Qualifications

• 3+ years of proven experience in an analytics role
• High proficiency in SQL, Excel, and database management (Redshift)
• Extensive experience with data visualization with Tableau
• Knowledge of relational databases
• Knowledge of marketing campaign selection and analysis (email / text / digital) required
• Ability to both manipulate and leverage data to produce reports and select campaign lists
• Deep understanding of P&L drivers
• Excellent communicator (written and verbal) with the ability to translate data into actionable insights
• Hands-on aptitude with a willingness to troubleshoot and solve complex problems
• Intellectual curiosity to discover new approaches, tools, and insights
• Ability to collaborate cross functionality and function effectively as an individual leader
• Excellent attention to detail
• Excellent time management skills and the ability to work towards meeting multiple deadlines simultaneously
• Knowledge of web analytics tools preferred
• knowledge of Python preferred
• Preferred prior experience in a startup environment or client-facing / consulting experience

Additional Information

WE ARE A DRUG-FREE & EQUAL OPPORTUNITY EMPLOYER.

Company Policy Forbids Discrimination Because of Age, Color, Race, Religion, Sex, Disability, Marital Status, Sexual Orientation or National Origin.

Job Summary

Provides administrative and analytic support to internal and external constituents. Designs, modifies, develops, maintains and implements data software and tracking systems.

Creates reports / dashboards, develops automated metrics dashboards of key business metrics at requested frequencies and provides ad-hoc data analysis.

Trouble shoots, maintains databases and serves as a resource to District personnel and representatives of external organizations.

Essential Functions

All Specialties

Fulfills data requests from upper District management, media sources, outside benchmarking organizations, government agencies, and other internal and external customers;

refines requests for information to provide management with improved decision-making capabilities.

• Designs, implements, maintains, validates and analyzes data maintained in databases to ensure accuracy; identifies areas where data quality requires improvement and collaborates with team members to resolve issues.
• Prepares analytical data reports for multifunctional purposes on a regular and ad hoc basis; identifies maps and integrates new data sources.
• Troubleshoots and provides end-user support for databases in the assigned division.
• Creates reports utilizing the District’s data warehouse.
• Serves as a resource for development projects.
• Provides data and technical support to various administrative offices and schools to enable them to make data driven decisions.
• Furnishes data to external constituents to inform and foster positive relationships.
• Develops reporting tools that capture pertinent academic and climate indicators such as school-wide and student-level performance data.
• Develops clear, simple, visual displays of data that inform high-stake decisions.

District Performance Office Specialty

• Serves to focus District leadership and school staff on the appropriate data in a timely fashion, in order to make improvements in student and school outcomes.
• Supports and validates systems for monitoring patterns in school data and elevating them monthly and quarterly around the District’s anchor and outcome goals.
• Focuses on data related to student attendance, reading levels, benchmarks, credit accumulation, grades, employee attendance and retention.
• Supports production of performance frameworks and strategic analytic products using statistical (e.g., Stata, R, Python, and / or SPSS) and data visualization (e.

g., Qlik and Tableau) software.

• Recommends, implements and process improvements for internal and external district data sharing (Open Data, Data Requests) to facilitate ongoing transition from manual to automated workflows using Google Drive, Qualtrics, and other applications.
• Supports the development and maintenance of training and documentation material for the district’s business intelligence (BI) platform Qlik.
• Obtains and reviews data from database and information systems to verify information and / or check for inconsistencies.

Qualifications

Minimum Requirements

• Bachelor’s degree from an accredited college or university.
• Three years of full-time, paid, professional experience with database technology, educational data reporting and analysis and / or educational performance data.
• Any equivalent combination of training and experience determined to be acceptable by the Office of Talent in collaboration with the assigned office.

Knowledge, Skills and Abilities

District Performance Office Specialty

Demonstrated knowledge of : statistical software packages, such as Stata, R, and / or SPSS, required. Google Drive system and product suite.

applied statistics electronic data processing methodology and software for the collection, cleaning and manipulation of data, statistical analysis and report generation best practices in data management, including storage, security, documentation and database design and management.

administrative policies and practices. relational database management systems (RDBMS).

• Demonstrated ability of :
• create and generate reports through District reporting tools, analyzing data from the District’s data warehouse.
• complete comprehensive data cleansing in large sets and prepare reports using statistical software such as Stata, R, Python, and / or SPSS, and data visualization software such as Qlik and / or Tableau.
• meet deadlines within a high-volume work environment
• perform as a valuable team member to accomplish goals.
• think analytically and logically.
• support administrators in the attainment of District goals and objectives.
• operate a personal computer.
• maintain electronic document management systems.
• present ideas effectively, both orally and in writing.
• establish and maintain effective working relationships with both internal staff and external partners.
• give attention to detail.
• apply problem solving skills in the maintenance of databases / tracking systems.
• be passionate about educational equity.
• be passionate about using quantitative analysis to drive policy and practice.

Job Summary :

Our company is seeking an experienced data analyst with expertise in Salesforce to join our team. The successful candidate will be responsible for analyzing and interpreting complex data sets, generating insights, and providing recommendations to drive business growth.

As a data analyst, you will work closely with various stakeholders, including finance, membership, and customer service teams, to ensure data accuracy and consistency, develop reports, and dashboards, and help optimize our Salesforce system.

Responsibilities :

• Work with stakeholders to identify and define business problems and data requirements
• Collect, analyze, and interpret complex data sets using various analytical tools
• Create and maintain reports, dashboards, and data visualizations to support business decision-making
• Identify trends, patterns, and insights in data to drive business growth
• Develop and implement data quality standards to ensure data accuracy and consistency in Salesforce
• Collaborate with other teams to ensure data integrity and consistency across systems
• Provide recommendations and insights to key stakeholders to optimize Salesforce system
• Keep up-to-date with the latest developments in Salesforce and data analysis techniques

Requirements :

• Bachelor's in Data Analytics, Statistics, Mathematics, Computer Science, or related field
• 1 - 3 years of experience in data analysis, preferably in a Salesforce environment
• Expertise with data modeling, data integration, and data management
• Strong analytical and problem-solving skills, with experience using analytical tools such as Excel, SQL, and Tableau
• Excellent communication and presentation skills, with the ability to translate complex data into actionable insights
• Strong attention to detail and ability to work independently
• Ability to work in a fast-paced environment and manage multiple priorities and projects simultaneously

If you are a motivated and detail-oriented data analyst with experience in Salesforce, we encourage you to apply for this exciting opportunity to join our team.