Reporting Analyst II chez Wintrust

As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies. We pride ourselves on the variety of incentive programs, services, and technology we offer. This not only helps grow the agents, brokers, and companies we partner with, but also helps them better serve their clients. FIRST Insurance Funding is a subsidiary of Wintrust, a financial services company with more than $66 billion in assets.

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 annual discretionary 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 200+ community bank locations, we offer opportunities to grow and develop in your career
• Promote from within culture

The Reporting Analyst II develops reporting for internal Sales, Marketing and Leadership teams, as well as external clients.  They collaborate with internal (e.g. Client Success, Finance) and external parties to design reports, answer questions and assist in resolving issues. Responsibilities also include maintaining and/or developing reporting systems, assisting in evaluating vendors, systems, and services, and working on special projects.

What You'll Do

• Calculate, prepare, analyze and report activity to internal and external parties for a variety of agency programs and in accordance with program requirements.
• Respond to requests for information from various internal and external parties.
• Assist in review of escalated issues and concerns. Become familiar in use of several platforms to become a subject matter expert.
• Maintain current reporting systems; design and development of new queries,  spreadsheets, reports, and report formats within area of responsibility.
• Prepare and/or maintain comprehensive and accurate documentation within area of responsibility.
• Prepare and coordinate entries in the general ledger, assist in reconcilement issues and analyzation of activity; issue checks and coordinate ACH payments.
• Assist in special projects, evaluating vendors, systems, and services as requested.

Qualifications

• 3-5 years experience
• Bachelor's Degree strongly preferred
• Advanced computer 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

Compensation

The estimated salary range for this role is $42,000 - $55,000 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 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.