VP Finance, FP&A
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 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
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.
#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.