AVP Finance, FP&A – Wintrust Wealth Management
Posted Jul 17, 2026 · We last checked this listing on Oct 6, 2026
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.
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Practice this out loudThe full job description
As published by Wintrust.