VP Finance, FP&A

Wintrust Financial Corporation; Rosemont (IL); On-site; USD 98,000 - 132,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

401(k) with company match

FSA

Employee Stock Purchase Plan

Job summary

Wintrust Financial Corporation, based in Rosemont, IL, seeks a Senior FP&A/VP to lead enterprise planning and profitability initiatives. The role centers on Adaptive Planning, model maintenance, and cross-functional collaboration with Finance, Accounting, Technology, and business leaders.

You will drive budgeting, forecasting, reporting, and allocations while advancing compatibility with Workday, data warehouses, and ERP systems. Strong analytical capabilities and Excel expertise are essential.

Qualifications

• 7+ years in FP&A systems administration, financial systems, profitability reporting, or related finance transformation roles.
• Experience developing or supporting allocation methodologies and line of business profitability reporting frameworks.
• Strong understanding of financial statements, management reporting, budgeting, forecasting, and cost allocation concepts.
• Experience administering Adaptive Planning or similar enterprise planning platforms, including models, dimensions, reporting, and workflows.

Responsibilities

• Design, build, and enhance financial planning models and business processes for budgeting, forecasting, management reporting, and analytics.
• Lead profitability, cost attribution, and allocation methodologies, including model maintenance and workflow improvements.
• Deliver accurate financial reporting and translate results into insights for business leaders, identifying risks and opportunities.

Skills

Analytical skills

Collaboration

Advanced Excel

Budgeting & forecasting

Finance translation & communication

Tools

Adaptive Planning

Workday

Power BI

SQL

Workiva

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?

• 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

Job Description Summary

The VP – Financial Planning & Analysis supports the administration, development, and enhancement of enterprise planning and profitability systems, with a primary focus on Adaptive Planning and allocation methodologies. This role is responsible for maintaining and improving planning models, integrations, reporting structures, and line of business profitability frameworks while partnering closely with Finance, Accounting, Technology, and business leaders across the organization. The role combines financial acumen with strong systems and process capabilities to support scalable forecasting, reporting, allocations, and management reporting infrastructure.

What You’ll Do

• Partner across the organization to design, build, and enhance financial planning models and business processes to support budgeting, forecasting, management reporting, and analytics
• Lead and support profitability, cost attribution, and allocation methodologies, including model maintenance, driver support, and process improvements
• Deliver accurate and timely financial reporting and analysis to business leaders, translating financial results into clear insights and identifying trends, risks and opportunities.
• Serve as a primary administrator and subject matter expert for Adaptive Planning, including model maintenance, security, dimensions, sheets, calculations, workflows, and reporting structures
• Develop and support integrations between Adaptive Planning, Workday, general ledger systems, data warehouses, and other enterprise platforms
• Troubleshoot system issues, resolve data discrepancies, and create documentation for models, integrations, calculations, allocations, and system processes
• Evaluate and implement new planning, reporting, automation, and profitability capabilities using tools such as Adaptive Planning, Workday, Power BI, Workiva, SQL, and related platforms

Knowledge/Skills/Background/Experience

• 7+ years of relevant experience in FP&A systems administration, financial systems, profitability reporting, allocations, or related finance transformation roles
• Experience developing, maintaining, or supporting allocation methodologies and line of business profitability reporting frameworks preferred
• Strong understanding of financial statements, management reporting, budgeting, forecasting, and cost allocation concepts
• Strong experience building and administering Adaptive Planning or similar enterprise planning platforms, including models, dimensions, assumptions, reporting, and workflows
• Experience supporting integrations between planning systems, ERP platforms, general ledger systems, data warehouses, and reporting tools
• Ability to translate business and finance requirements into scalable system, reporting, and process solutions
• Strong analytical, organizational, problem-solving, and collaboration skills; advanced Excel required, with Power BI, SQL, Workiva, Workday, or data visualization experience preferred

Benefits

• Competitive pay and discretionary or incentive bonus eligible
• 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 $98,000-$132,000, 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.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here Click here for Equal Opportunities.

Wintrust provides community and commercial banking, specialty finance and wealth management services, delivering the sophisticated solutions of a large bank through a relationship-focused approach built from our community banking roots. Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here Click here for Equal Opportunities.