AVP Finance, FP&A – Wintrust Wealth Management

About the role

This AVP Finance, FP&A role partners with the Wintrust Wealth Management CFO to provide financial perspective on operational aspects of the business. The position works closely with business line leaders to deliver financial modeling, operating analytics, and financial outputs.

Responsibilities

• Establish, monitor and report on business line Key Performance Indicators (KPIs) to WWM leadership and 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, including creating baseline assumptions, working with business line leaders on inputs, and delivering related operating and financial metrics
• Serve as 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

Benefits

• Medical, dental, vision, and life insurance
• Accidental death and dismemberment insurance
• 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 and accident insurance
• Transportation and commuting benefits
• Banking benefits
• Pet insurance

Pay

The 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 qualifications, skills, and experience.