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Wintrust Financial Corporation
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
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
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