Senior Financial Analyst, Finance Transformation (Project Management)

Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.

• Support Finance's data needs by leveraging Workday Financials, Workday Prism, and Accounting Center, ensuring data quality and accuracy.
• Partner with Finance and Technology teams to translate business requirements into efficient data processes and reporting solutions.
• Build, maintain, and troubleshoot datasets, accounting sources, and Prism pipelines to streamline financial operations and reporting.
• Analyze and corroborate data from multiple sources, implementing solutions to address inconsistencies and improve data reliability.
• Monitor and resolve transaction errors, batch failures and mapping table discrepancies, maintaining consistent flow into the Workday General Ledger.
• Contribute to Finance transformation initiatives by participating in system enhancements, process improvements, and special projects related to financial reporting tools.

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

Job Description Summary

In this hybrid Finance-Technology role, the Senior Financial Analyst, Finance Transformation acts as a key liaison between the Finance team and the Technology organization to support data needs through Workday Financials, Workday Prism, Accounting Center, and other reporting tools. This role involves performing data and system analysis to ensure efficient and accurate financial operations and reporting.

What You'll Do

• Support Finance's data needs by leveraging Workday Financials, Workday Prism, and Accounting Center, ensuring data quality and accuracy.

• Partner with Finance and Technology teams to translate business requirements into efficient data processes and reporting solutions.

• Build, maintain, and troubleshoot datasets, accounting sources, and Prism pipelines to streamline financial operations and reporting.

• Analyze and corroborate data from multiple sources, implementing solutions to address inconsistencies and improve data reliability.

• Monitor and resolve transaction errors, batch failures and mapping table discrepancies, maintaining consistent flow into the Workday General Ledger.

• Contribute to Finance transformation initiatives by participating in system enhancements, process improvements, and special projects related to financial reporting tools.

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Qualifications

• Minimum of 5 years of experience supporting financial systems, reporting, data analysis, or financial reconciliation activities.

• Prior experience working in the banking or financial services industry required.

• Strong organizational, analytical, and problem-solving skills with the ability to manage reconciliations, troubleshoot discrepancies, and prioritize multiple projects effectively.

• Excellent verbal and written communication skills, with demonstrated ability to collaborate across functional teams.

• Direct experience with Workday Financials required; familiarity with Workday Prism and Accounting Center preferred.

• Bachelor's degree in Finance, Accounting, Computer Science, Information Systems, or a related discipline 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 $85,000 - $110,000, 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.

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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.