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AVP Finance, FP&A – Wintrust Wealth Management

Wintrust · Chicago, IL · $90,000–$120,000 a year · Full time

Posted Jul 17, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a model you built that changed a business decision.

What they are checking: Whether their analysis has real impact rather than just producing reports.

How do you make your monthly close and reporting process faster without losing accuracy?

What they are checking: Whether they look for efficiency and better processes in routine work.

How do you explain financial results to people who aren't in finance?

What they are checking: Their communication skills with advisors and business leaders.

What would you do

Wintrust Wealth Management includes several companies. How would you report results so each business leader finds them useful?

What they are checking: Whether they tailor financial reporting to the people who make decisions.

The markets drop 15 percent in a month. What do you update, and who do you talk to?

What they are checking: Their ability to react quickly and explain impact to leadership.

A business leader pushes back on your forecast as too conservative. How do you respond?

What they are checking: Whether they can defend assumptions with data while staying open to new information.

About the work

How would you build a budget for a wealth management business where revenue depends on assets under management?

What they are checking: Whether they understand the drivers of fee-based revenue, such as market levels and client flows.

Walk me through how you explain a big variance between forecast and actual results.

What they are checking: Their ability to find the real drivers behind numbers and explain them clearly.

How do you measure the profitability of a client relationship or a business line?

What they are checking: Their skill with cost allocation and margin analysis.

What tools and systems have you used for planning and reporting?

What they are checking: Their hands-on skills with Excel, planning software and data tools.

Practice this interview out loud.

Offer builds a real interview for this exact role at Wintrust from your resume and this job description, asks the questions one at a time, and tells you what landed. The first one is free.

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The full job description

As published by Wintrust.

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 • Work at our 231 S. LaSalle location in downtown Chicago Job Description Summary The 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 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 $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. #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.

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