AVP Finance - FP&A

Wintrust Financial Corporation; Rosemont (IL); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Top Workplace culture

Competitive pay with annual bonus

Comprehensive benefits package

Family-friendly work hours

Promote from within

Job summary

Wintrust Financial Corporation in Rosemont, IL seeks an AVP of FP&A to lead forecasting, budgeting, reporting and strategic projects. You will partner with shared services leaders and executives to drive performance and shape financial plans.

The role emphasizes analytics, P&L development, cross-functional collaboration, and hands-on involvement in high-visibility initiatives using Workiva, Power BI, Workday, and Adaptive Planning.

Qualifications

• 7+ years of financial experience in FP&A, corporate finance, controllership or consulting.
• Experience with intercompany financials, budgeting and large data sets.
• Familiar with Workday, Adaptive Planning, OneStream or similar tools.
• Proven ability to build financial models for revenue, cost drivers and long-term projects.
• Experience partnering with procurement, accounts payable/receivable and controllership.
• Strong collaboration with business leaders and cross-functional partners.
• Independent, good judgement and problem-solving in a fast-paced environment.
• Advanced Microsoft Excel and PowerPoint skills.

Responsibilities

• Partner across the organization to build new processes and enhance financial reporting.
• Own high-visibility projects on profitability analysis and P&L development.
• Coordinate forecast and budget processes for shared services, subsidiaries and lines.
• Deliver timely financial reporting; identify trends, risks and opportunities.
• Support intercompany analysis and liaise with other functions.
• Develop and evaluate strategic initiatives including financial modeling and due diligence.
• Provide analytical support on cross-functional projects and ad hoc initiatives.
• Utilize Workiva, Power BI, Workday and Adaptive Planning to support reporting.

Skills

Financial analysis

Forecasting

Budgeting

Data-driven decision-making

Strategic thinking

Cross-functional collaboration

Problem-solving

Advanced Excel

PowerPoint

Tools

Workiva

Power BI

Workday

Adaptive Planning

OneStream

Job description

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.

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.