Wintrust Financial Corporation
Financial Analyst, G/L Management
Wintrust Financial Corporation, Rosemont, Illinois, United States
Financial Analyst, G/L Management – Wintrust Financial Corporation
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 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
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 Financial Analyst – GLM Mortgage Accounting will be responsible for supporting the Wintrust Finance Corporate Controller/Accounting Department. Responsibilities will include daily cash monitoring, day-to-day cash management functions, mortgages held for sale tracking, general ledger entries, financial and investor– accounting analysis, bank and GL analysis, gain on sale allocation, as well as supporting the Corporate Controller 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 mortgage related activity across multiple loan origination systems
Work with the AVP Finance Manager and Accounting department in the Month End Close process. Responsible for various general ledger account analysis
Maintain and improve quality results by following standards and recommending improved policies and procedures
Take accountability for the achievement of goals set forth by management
Continual development and improvement of financial reports
Working as part of a team and effectively supporting colleagues
Knowledge/Skills/Background/Experience
Bachelor’s degree in Accounting preferred
A minimum of 2 years of experience preferred; experience in mortgage industry, knowledge of mortgage banking application and Workday GL system is a plus.
Advanced Excel skills required, including XLOOKUP, VLOOKUP, complex formulas, pivot tables, macros/VBA, as well as proficiency in Microsoft Office applications and Outlook.
Ability to work under pressure with strict time deadlines and attention to detail; ability to multi-task
Must have excellent interpersonal, organizational and communication (both written and oral) skills; must have excellent time-management skills.
Seniority Level Entry level
Employment Type Full-time
Job Function Finance and Sales
Benefits
Medical Insurance
Dental
Vision
Life insurance
Accidental death and dismemberment
Short-term and long term Disability InsuranceParental 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 $50,000 -$65,000, 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 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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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 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
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 Financial Analyst – GLM Mortgage Accounting will be responsible for supporting the Wintrust Finance Corporate Controller/Accounting Department. Responsibilities will include daily cash monitoring, day-to-day cash management functions, mortgages held for sale tracking, general ledger entries, financial and investor– accounting analysis, bank and GL analysis, gain on sale allocation, as well as supporting the Corporate Controller 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 mortgage related activity across multiple loan origination systems
Work with the AVP Finance Manager and Accounting department in the Month End Close process. Responsible for various general ledger account analysis
Maintain and improve quality results by following standards and recommending improved policies and procedures
Take accountability for the achievement of goals set forth by management
Continual development and improvement of financial reports
Working as part of a team and effectively supporting colleagues
Knowledge/Skills/Background/Experience
Bachelor’s degree in Accounting preferred
A minimum of 2 years of experience preferred; experience in mortgage industry, knowledge of mortgage banking application and Workday GL system is a plus.
Advanced Excel skills required, including XLOOKUP, VLOOKUP, complex formulas, pivot tables, macros/VBA, as well as proficiency in Microsoft Office applications and Outlook.
Ability to work under pressure with strict time deadlines and attention to detail; ability to multi-task
Must have excellent interpersonal, organizational and communication (both written and oral) skills; must have excellent time-management skills.
Seniority Level Entry level
Employment Type Full-time
Job Function Finance and Sales
Benefits
Medical Insurance
Dental
Vision
Life insurance
Accidental death and dismemberment
Short-term and long term Disability InsuranceParental 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 $50,000 -$65,000, 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 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.
Referrals increase your chances of interviewing at Wintrust Financial Corporation by 2x
Get notified about new Financial Analyst jobs in
Rosemont, IL .
#J-18808-Ljbffr