AVP Finance - FP&A

Posted 10 Days Ago
Be an Early Applicant
Rosemont, IL, USA
In-Office
85K-110K Annually
Senior level
Fintech • Information Technology • Marketing Tech • Financial Services
Committed to being an employer of choice through strong principles, shared values, and distinctive culture.
The Role
The Assistant Vice President of Finance supports FP&A through budgeting, forecasting, financial reporting, profitability analysis, cost attribution, P&L development, and strategic financial modeling. The role partners with business leaders and cross-functional teams, analyzes intercompany finances, identifies performance trends and risks, and supports investment due diligence. It also manages reporting processes and uses Workiva, Power BI, Workday, and Adaptive Planning to deliver insights and improve financial planning capabilities.
Summary Generated by Built In

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 senior leaders and opportunities to broaden financial and strategic skills.
  • Hands-on involvement in meaningful projects that impact business performance.

 

Job Description Summary


The AVP – FP&A supports financial planning and analysis activities, including forecasting, budgeting, reporting, strategic projects, and business performance insights. This role provides analytics, reporting, and P&L development for shared services leaders. The role offers the opportunity to work with executives and the broader finance organization to drive business performance, shape financial plans, and optimize organizational structures in support of strategic goals.

 

What You’ll Do

  • Partner across the organization to build new processes and enhance financial reporting capabilities.
  • Own high visibility projects focused on profitability analysis, cost attribution, P&L creation and development and more.
  • Coordinate and manage forecast and budget processes for shared service groups, subsidiaries and business lines.
  • Deliver accurate and timely financial reporting and analysis to business leaders; identify trends, risks, and opportunities.
  • Support the holding company and intercompany financial analysis and serve as a liaison with other functional teams.
  • Assist in developing and evaluating strategic initiatives, including financial modeling and due diligence for new investments or business opportunities.
  • Provide analytical support on cross-functional projects and ad hoc initiatives.
  • Utilize tools such as Workiva, Power BI, Workday and Adaptive Planning to support reporting and analysis.

 

Qualifications

  • +7 years of relevant financial experience, ideally in FP&A, corporate finance, controllership or consulting.
  • Experience with intercompany financials, annual budgeting, working with large data sets, and KPI-driven forecasting is preferred.
  • Experience with Workday, Adaptive Planning, OneStream, or other reporting and forecasting tools is desired.
  • Experience building financial models for product revenue, expense drivers, and long-term project costs in support of executive decision-making and strategic objectives.
  • Experience partnering with procurement, accounts payable, accounts receivable, and controllership teams.
  • Proven ability to collaborate effectively with business leaders and cross-functional partners.
  • Comfortable working independently while exercising excellent judgement and problem-solving skills in a fast-paced and dynamic environment.
  • Advanced Microsoft Excel and PowerPoint skills.

Compensation


The estimated salary range for this role is $85,000-$110,000, 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.

Skills Required

  • 7+ years of relevant financial experience, ideally in FP&A, corporate finance, controllership, or consulting
  • Experience with intercompany financials, annual budgeting, large data sets, and KPI-driven forecasting
  • Experience with Workday, Adaptive Planning, OneStream, or other reporting and forecasting tools
  • Experience building financial models for product revenue, expense drivers, and long-term project costs
  • Experience partnering with procurement, accounts payable, accounts receivable, and controllership teams
  • Ability to collaborate effectively with business leaders and cross-functional partners
  • Ability to work independently with strong judgment and problem-solving skills in a fast-paced environment
  • Advanced Microsoft Excel and PowerPoint skills

Wintrust Financial Corporation Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wintrust Financial Corporation and has not been reviewed or approved by Wintrust Financial Corporation.

  • Affordable Benefits — Employer covers a large share of medical premiums, making health coverage comparatively low cost. Plan options are broad and pair with HSA/FSA choices and wellbeing programs.
  • Parental & Family Support — Paid maternity, parental, and adoption leave are structured and fully paid, with backup childcare access through Bright Horizons. Adoption assistance and family support resources further strengthen caregiving support.
  • Retirement Support — A 401(k) with a company match and an employee stock purchase plan provide multiple savings and ownership avenues. Match mechanics and plan access are noted features of the total rewards offering.

Wintrust Financial Corporation Insights

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The Company
HQ: Rosemont, IL
5,284 Employees
Year Founded: 1991

What We Do

Wintrust Financial (Wintrust) is a financial services holding company based in Rosemont, Illinois, with $50 billion in assets. Wintrust engages in the business of providing traditional community banking services, wealth management services, commercial insurance premium financing, mortgage origination and more.

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