AVP Finance, FP&A – Wintrust Wealth Management

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 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

• Promote from within culture

Why join this team?

• Entrepreneurial, collaborative, and supportive team culture

• Exposure to executive leaders and opportunities to influence enterprise planning and profitability processes

• Hands-on involvement in meaningful projects that impact financial reporting, planning infrastructure, and business performance

• Opportunity to help shape and enhance the organization’s planning, allocation, and profitability capabilities

• Work at our 231 S. LaSalle location in downtown Chicago

Job Description Summary

The AVP Finance, FP&A, is a financial partner within the Wintrust Wealth Management accounting and finance organization that is charged with assisting the CFO in providing financial perspective to operational aspects of the business.  This role will work closely with business line leaders to provide: financial modeling, operating analytics and financial outputs. 

What You’ll Do

• Establish, monitor and report on business line Key Performance Indicators (KPIs) to WWM leadership, as well as corporate stakeholders.

• Streamline and manage internal modeling for financial advisor recruitment, incentive compensation, and acquisitions through productive partnership with relevant parties.

• Own budgeting and forecasting exercises, in partnership with the CFO, inclusive of creating baseline assumptions, working with business line leaders on inputs, and delivering related operating and financial metrics.

• Internal consultant for business initiatives including report automation, technology improvements, process redesign, and platform, product, & channel analysis

Qualifications

• 5-7 Years of related experience

• Bachelor's degree required; Finance major preferred

• Proficient with MS Office; advanced Excel

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

Compensation

The estimated salary range for this role is $90,000-$120,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.

#LI-ONSITE

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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success.  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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.