Job Description SummaryThe AVP Finance, FP&A, is a financial partner within the Wintrust Wealth Management accounting and finance organization that is charged with assisting the CFO in providing financial perspective to operational aspects of the business. This role will work closely with business line leaders to provide: financial modeling, operating analytics and financial outputs.
What You'll Do- Establish, monitor and report on business line Key Performance Indicators (KPIs) to WWM leadership, as well as corporate stakeholders.
- Streamline and manage internal modeling for financial advisor recruitment, incentive compensation, and acquisitions through productive partnership with relevant parties.
- Own budgeting and forecasting exercises, in partnership with the CFO, inclusive of creating baseline assumptions, working with business line leaders on inputs, and delivering related operating and financial metrics.
- Internal consultant for business initiatives including report automation, technology improvements, process redesign, and platform, product, & channel analysis
Qualifications- 5-7 Years of related experience
- Bachelor's degree required; Finance major preferred
- Proficient with MS Office; advanced Excel
BenefitsMedical 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
CompensationThe estimated salary range for this role is $90,000-$120,000, 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.
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