FIRST Insurance Funding - Financial Analyst

Wintrust Financial Northbrook, IL
Duties and Responsibilities:

* Design and/or maintain complex queries, reports, spreadsheets, and/or systems for the department

* Prepare various quarterly and monthly production reports for FIRST clients

* Prepare monthly commission and production reports for Relationship Managers

* Prepare and analyze various production and commission reports for Regional Sales Managers

* Produce daily and monthly activity reports for FIRST Insurance Funding

* Prepare various management and Board reports as requested

* Work with multiple departments in order to accurately reconcile data and to assist with any special projects

* Respond to ad-hoc requests from various internal and external parties to analyze information which may include client profitability and portfolio trends

* Prepare and Analyze reporting from Salesforce and Concur for management

* Identify and implement process improvements

* Perform other duties as assigned to balance workload across the department and provide backup for other positions


* Must possess a high level of integrity

* Ability to organize, analyze and accurately report financial data

* Ability to see the "big picture" and identify potential inconsistencies in reporting

* Willingness to gain and apply knowledge of systems and procedures in assigned area of responsibility

* Proficient computer skills with demonstrated ability to use advanced techniques in spreadsheet, database, and word processing software. Experience with SQL preferred

* Ability to work independently with minimal supervision

* Ability to work efficiently in a fast-paced environment with constant interruptions, handle multiple tasks, and meet deadlines

* Effective oral and written communication skills

* Education equivalent to a college degree in finance or accounting, or the equivalent in related work experience

* 2-5 or more years Finance or Accounting experience; preferably in the insurance or finance industry

Wintrust Financial Corporation (including community banking and financial services subsidiaries) is an Equal Opportunity/Affirmative Action/Veterans/Disability employer.

Similar jobs you might like