Jobs › Wintrust

VP Finance, FP&A

Wintrust · Rosemont, IL · $98,000–$132,000 a year · Full time

Posted Jun 1, 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 variance you explained to senior leadership. What did you find?

What they are checking: Whether they dig into root causes and explain them clearly rather than restating numbers.

Tell me about a time you led a team through a tight deadline.

What they are checking: Whether they can lead analysts through crunch periods without sacrificing accuracy.

How would you describe the role of FP&A in an entrepreneurial, collaborative company?

What they are checking: Whether they act as a business partner and not just a report producer.

What would you do

A business line leader keeps missing forecast but insists next quarter will be better. What do you do?

What they are checking: Whether they challenge assumptions with data while keeping a working partnership.

How do you decide when a forecast is good enough versus needing more work?

What they are checking: Whether they can balance precision with timeliness for decision making.

About the work

Walk me through how you'd build an annual budget for a bank with many business lines.

What they are checking: Whether they know how to coordinate drivers like balances, rates and expenses across business units.

What drives net interest margin, and how would you forecast it?

What they are checking: Whether they understand bank economics like deposit betas, loan yields and rate scenarios.

How do you build a model that others can understand and maintain?

What they are checking: Whether they use clear structure and documentation rather than models only they can run.

How would you support capital planning or stress testing?

What they are checking: Whether they understand how forecasts tie into capital ratios and scenario analysis.

How have you used systems or automation to speed up reporting?

What they are checking: Whether they reduce manual work and errors in the planning cycle.

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 Job Description 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 • 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 $98,000-$132,000 , 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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