Senior Financial Analyst, G/L Management (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.
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
GLM Wealth Accounting will be responsible for supporting the Wintrust Finance Corporate Controller Department. Responsibilities will include daily cash monitoring, general ledger entries, financial and investor- accounting analysis, bank and GL analysis, day-to-day cash management functions, as well as supporting the Corporate Controller department with various special projects as needed. This role will be expected to interact cross-departmentally with multiple levels of management and handle sensitive information on a regular basis.
What You'll Do
- Monitor, interpret, and post activity for operating bank accounts, cash clearing accounts, and wire transfer accounts
- Complete general ledger entries and daily reconciliations for wealth management related activity across multiple investment systems
- Work with the VP Finance-Wealth Management Controller and Accounting department in the Month End Close process. Responsible for various general ledger account analysis
- Maintains and improves quality results by following standards and recommending improved policies and procedures
- Takes ultimate accountability for the achievement of goals set forth by management
- Continual development and improvement of financial reports
Knowledge/Skills/Background/Experience
Bachelor's degree in Accounting or Finance preferred
A minimum of 2 years of experience required; experience in wealth management industry is a plus.
Advanced Excel skill required, as well as proficiency in Microsoft Office applications and Outlook.
- Knowledge of Workday GL system preferred
- Must have excellent interpersonal, organizational and communication (both written and oral) skills.
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
#LI-HYBRID
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.
