AVP FP&A: Strategic Profitability & Insights Leader

Financeroles; United States; On-site; USD 85,000 - 110,000; Full time

Job summary

Wintrust in the United States is seeking an AVP – FP&A to lead forecasting, budgeting, reporting, and strategic projects across shared services. You will develop P&L analyses and provide insights to executives to shape financial plans and drive performance.

You’ll partner with cross‑functional teams, support intercompany analysis, and build models for investments while using Workiva, Power BI, Workday, and Adaptive Planning to enhance reporting.

Qualifications

• 7+ years of relevant FP&A or corporate finance experience.
• Experience with intercompany financials and annual budgeting.
• Experience with reporting/forecasting tools including Workday, Adaptive Planning, OneStream or similar.

Responsibilities

• 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.
• Coordinate and manage forecast and budget processes for shared services groups, subsidiaries and business lines.
• Deliver accurate and timely financial reporting and analysis to business leaders; identify trends, risks, and opportunities.
• Support intercompany financial analysis and liaise with other functions.
• Assist in developing and evaluating strategic initiatives including financial modeling and due diligence for new investments.
• Provide analytical support on cross-functional projects and ad hoc initiatives.
• Utilize tools like Workiva, Power BI, Workday and Adaptive Planning to support reporting and analysis.

Skills

Forecasting

Budgeting

Financial modeling

Intercompany accounting

Excel & PowerPoint

Cross-functional partnering

Tools

Workiva

Power BI

Workday

Adaptive Planning

OneStream

Job description

Wintrust in the United States is seeking an AVP – FP&A to lead forecasting, budgeting, reporting, and strategic projects across shared services. You will develop P&L analyses and provide insights to executives to shape financial plans and drive performance.

You’ll partner with cross‑functional teams, support intercompany analysis, and build models for investments while using Workiva, Power BI, Workday, and Adaptive Planning to enhance reporting.