AVP - FP&A (Finance)
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.
Why join us?
- An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
- Competitive pay and discretionary or incentive bonus eligible
- Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
- Family-friendly work hours
- With 175+ community bank locations, we offer opportunities to grow and develop in your career
- Promote from within culture
Why join this team?
- We have a culture that encourages an entrepreneurial spirit
- We offer multiple opportunities for development and upward mobility
Job Description Summary
The AVP – FP&A manages tasks related to financial reporting, detailed financial analysis, integration of plan and forecast and to support businesses and business leadership in achieving financial goals.
What You'll Do
- Compile and coordinate forecast and budget process for specific company subsidiaries and departments
- Generate and provide strategic insight/analytics into affiliate and consolidated financial reporting to inform business leaders ensuring quality, accuracy and timely submission
- Helps manage holding company line of business with detailed analysis as well as liaison with rest of organization on financial matters
- Work closely with senior management in developing and implementing strategic plans including financial analysis and due diligence related to strategic investments and new business lines
- Identify issues and trends, and engage respective management groups timely for actioning
- Design cost allocation models
- Work with Workiva, PowerBI, Workday and/or Adaptive Planning
- Lead adhoc initiatives and reporting as required to support strategic decision making
Knowledge/Skills/Background/Experience
- 5-7 years related financial experience
- Proven ability to be a strong internal business partner with collaborative business focus
- Ability to operate in a fast-paced and a changing dynamic environment
- Strong organizational, prioritization, and time management skills with the ability to multi-task
- Demonstrates excellent judgment and professionalism when dealing with various internal & external stakeholders
- Produce quality work free of mistakes and discrepancies with minimal oversight
- Proficiency in Microsoft Office suite with advanced Excel and PowerPoint skills
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
#LI-HYBRID
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
