Senior Financial Analyst (Project Management)

Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $62 billion in assets.

Qualifications

• Prior public accounting and/or financial analyst experience (3-5 years).
• Knowledge of loan and lease pricing software such as SuperTrump and TValue a plus
• Knowledge of lending/leasing and portfolio accounting systems a plus
• Self-starter with ability to meet deadlines and manage multiple activities under time constraints
• Inquisitive/Constant Improvement attitude always looking for improved efficiency
• Team player with effective written and verbal communication and interpersonal skills needed to work with business people at all levels
• Attention to detail with a strong work ethic and willing to take initiative. Demonstrated ability to make well-reasoned business decisions.  Ability to meet deadlines and manage multiple tasks under pressure
• Proficiency with MS Word; strong Excel skills preferred
• BBA or MBA degree with accounting or finance major

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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
• With 175+ community bank locations, we offer opportunities to grow and develop in your career
• Promote from within culture

Why join this team?

• We have a culture that encourages an entrepreneurial spirit
• We offer multiple opportunities for development and upward mobility
• Interface with all levels of management, sales, credit and legal

Position Summary

Wintrust Asset Finance (WAF), an affiliate of Wintrust Financial Corporation, is looking for a candidate for Senior Financial Analyst. This position will be located in Frisco, Texas and will have an active role in analyzing business operations to help drive growth and profitability of three divisions comprising the commercial finance and lease business. 

What You'll Do

• Assist in the month-end close process including variance analysis and analytics, account research/analysis and preparation of reports.
• Assist in the preparation of the Board Package including portfolio concentrations, key risk indicators, lease residual analysis, charge-off analysis and variance analysis for senior management.
• Assist in the calculation of quarterly sales incentive compensation payouts, maintain appropriate quarterly accrual balances, prepare quarterly analysis of key drivers and assist senior management with modifications to the incentive plan to drive desired behavior.
• Assist with various ad hoc special projects involving business analysis or system enhancements to drive process improvement, productivity metrics or quality of data.
• Assist Corporate Finance, IT and Credit Reporting to enhance datamart and Salesforce feeds from various portfolio systems.
• Assist in the development and implementation of divisional policies and procedures.
• Assist with OCC, internal audit and compliance audit requests. 

Knowledge/Skills/Background/Experience

• Prior public accounting and/or financial analyst experience (3-5 years).
• Knowledge of lending/leasing and portfolio accounting systems preferred
• Self-starter with ability to meet deadlines and manage multiple activities under time constraints
• Inquisitive/Constant Improvement attitude always looking for improved efficiency
• Team player with effective written and verbal communication and interpersonal skills needed to work with business people at all levels
• Attention to detail with a strong work ethic and willing to take initiative. Demonstrated ability to make well-reasoned business decisions.  Ability to meet deadlines and manage multiple tasks under pressure
• Proficiency with MS Word; strong Excel skills preferred
• BBA or MBA degree with accounting or finance major

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 $71,000-$100,000, 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.

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 be Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.