VP FP&A & Enterprise Planning Leader

Financeroles; California; On-site; USD 98,000 - 132,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

401(k) with company match

Tuition reimbursement

Parental Leave

Employee Assistance Program (EAP)

FSA

Employee Stock Purchase Plan

Job summary

Wintrust in the United States is seeking a VP of Financial Planning & Analysis to lead enterprise planning, profitability models, and allocations. You will partner with Finance, Accounting, Technology, and business leaders to scale forecasting and management reporting, driving actionable insights for strategic decisions.

The role focuses on Adaptive Planning, Workday, Power BI, SQL, and data-driven insights, with responsibility for model maintenance, integrations, and line-of-business

Qualifications

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

Responsibilities

• Design, build, and enhance financial planning models and processes to support budgeting, forecasting, management reporting, and analytics.
• Lead profitability, cost attribution, and allocation methodologies and improve related processes.
• Deliver accurate, timely financial reporting and translate results into clear insights for leadership.
• Serve as primary admin and SME for Adaptive Planning including 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 document models, integrations, and processes.
• Evaluate and implement new planning, reporting, and profitability capabilities with tools such as Adaptive Planning, Workday, Power BI, SQL, and related platforms.

Skills

Adaptive Planning

Workday

Power BI

Workiva

SQL

Excel

Tools

Adaptive Planning

Job description

Wintrust in the United States is seeking a VP of Financial Planning & Analysis to lead enterprise planning, profitability models, and allocations. You will partner with Finance, Accounting, Technology, and business leaders to scale forecasting and management reporting, driving actionable insights for strategic decisions.

The role focuses on Adaptive Planning, Workday, Power BI, SQL, and data-driven insights, with responsibility for model maintenance, integrations, and line-of-business