Financial Analysis Manager jobs in Racine, WI

Financial Analysis Manager is responsible for financial planning and modeling. Manages the financial analysis projects and statistical studies. Being a Financial Analysis Manager provides key financial analysis and management reporting by managing various monthly reporting processes. Provides guidance on investment and project decisions. Additionally, Financial Analysis Manager requires a bachelor's degree. Typically reports to a director or top management. The Financial Analysis Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes. To be a Financial Analysis Manager typically requires 5 years experience in the related area as an individual contributor. 1 to 3 years supervisory experience may be required. (Copyright 2024 Salary.com)

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Senior Relationship Manager, Business Banking
  • Wintrust Financial
  • Mundelein, IL FULL_TIME
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

     

    Why join us?

    • An award-winning culture!  We are rated a Top Workplace by the Chicago Tribune (past 10 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 175 community bank locations, we offer opportunities to grow and develop in your career

    • Promote from within culture

    The Sr. Relationship Manager, Business Banking is responsible for self-sourcing new business, growing a portfolio of commercial banking customers, and expanding customer relationships by promoting products and services, as appropriate, to identify and fulfill customer needs. This position provides exceptional service to build and strengthen customer relationships while working with clients that are $500K – $30M in revenue including C&I, CRE, and SBA. Responsible for new business development through referral sources and cold calling efforts.

    What You’ll Do

    • Develop and maintain a portfolio by assessing and meeting client’s business and personal needs.

    • Increase the Bank’s profitability by cultivating new commercial business relationships.

    • Negotiate proper loan structure and effectively cross sell products.

    • Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans.

    • Sustain comprehensive understanding of current commercial products offered in the market and keeps informed of all relevant industry trends and practices.

    • Build and maintain a professional network of COI’s and referral sources.

    • Maintain a stable network of prospective customers with a consistent approach to calling.

    Qualifications

    • Bachelor's degree in business, finance, economics, or accounting (preferred)

    • Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures; formal bank credit training is preferred

    • 5 - 7 years’ commercial lending experience

    • Exceptional oral and written communications skills

    • Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment

    • Excellent organizational skills with the ability to proactively manage and prioritize workflow

    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-Onsite

    #LI-AC1

    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.


    About the Company:
    Wintrust Financial



  • 13 Days Ago

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Sales Manager - Remote
  • UniTrust Financial Group
  • Racine, WI FULL_TIME
  • Sales Manager - Remote Location: Remote Experience Level: Entry-Level Join our team as a Remote Sales Manager and become an integral part of our innovative approach to insurance sales. As a Sales Mana...
  • 4 Days Ago

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Sales Manager - Remote
  • UniTrust Financial Group
  • Crystal, IL FULL_TIME
  • Sales Manager - Remote Location: Remote Experience Level: Entry-Level Join our team as a Remote Sales Manager and become an integral part of our innovative approach to insurance sales. As a Sales Mana...
  • 7 Days Ago

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Sales Manager - Remote
  • UniTrust Financial Group
  • Crystal, IL FULL_TIME
  • Sales Manager - Remote Location: Remote Experience Level: Entry-Level Join our team as a Remote Sales Manager and become an integral part of our innovative approach to insurance sales. As a Sales Mana...
  • 7 Days Ago

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Card & Merchant Services Product Manager
  • Johnson Financial Group
  • Racine, WI FULL_TIME
  • Overview Works closely with vendors and the line of business units to drive the overall leadership and product strategy for delivering market competitive Card Based Payment & Merchant Services Collect...
  • 9 Days Ago

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Insurance and Brand Marketing Campaign Manager - Financial Services
  • CNH Industrial
  • Racine, WI FULL_TIME
  • Overview CNH Capital is the captive financial provider for the CNH family of brands, Case IH, New Holland Agriculture, Case and New Holland Construction, specializing in agriculture and construction e...
  • 17 Days Ago

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0 Financial Analysis Manager jobs found in Racine, WI area

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Pricing Analyst
  • Edible Cuts
  • Kenosha, WI
  • Edible Cuts, Inc. is a growing food processing company located in Kenosha, WI that specializes in various cuts of fruits...
  • 4/25/2024 12:00:00 AM

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Financial Analyst Manufacturing
  • HARIBO of America
  • Pleasant Prairie, WI
  • Reporting to the Head of Manufacturing Finance, the Financial Analyst - Manufacturing will be a key member of the manufa...
  • 4/25/2024 12:00:00 AM

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Senior Financial Analyst
  • MRMC/Flight For Life
  • Milwaukee, WI
  • Job Description Job Description Salary: About Milwaukee Regional Medical Center and Its Campus The Milwaukee Regional Me...
  • 4/25/2024 12:00:00 AM

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Financial Analyst 2
  • Division 10 Personnel
  • Milwaukee, WI
  • Job Description Job Description Code 6676 Location Milwaukee, WI Job Description Financial Analyst 2 Exciting opportunit...
  • 4/24/2024 12:00:00 AM

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Senior Financial Analyst
  • Cielo Talent
  • Milwaukee, WI
  • The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. At month end...
  • 4/23/2024 12:00:00 AM

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Pricing Analyst
  • Edible Cuts
  • Kenosha, WI
  • Edible Cuts, Inc. is a growing food processing company located in Kenosha, WI that specializes in various cuts of fruits...
  • 4/23/2024 12:00:00 AM

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Sr. Business Finance Manager
  • Steel Partners Group
  • Pleasant Prairie, WI
  • This position will report to the Chief Financial Officer and will be the financial lead on the Aerospace and Defense seg...
  • 4/22/2024 12:00:00 AM

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Senior Financial Analyst
  • Cielo Talent
  • Milwaukee, WI
  • The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. At month end...
  • 4/21/2024 12:00:00 AM

Racine (/rəˈsiːn/ rə-SEEN) is a city in and the county seat of Racine County, Wisconsin, United States. It is located on the shore of Lake Michigan at the mouth of the Root River. Racine is located 22 miles south of Milwaukee. As of the 2010 U.S. census, the city had a population of 78,860, making it the fifth-largest city in Wisconsin. Its median home price of $103,625 makes it one of the most affordable cities in Wisconsin to buy a home. In January 2017, it was rated "the most affordable place to live in the world" by the Demographia International Housing Affordability survey. Racine is th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Analysis Manager jobs
$125,389 to $167,318
Racine, Wisconsin area prices
were up 1.8% from a year ago

Financial Analysis Manager in Canton, OH
For job seekers looking for a Financial Planning & Analysis Manager role, this job description details what the role may involve and what skills and experience are required to give you the best chance of securing the position.
December 25, 2019
Financial Analysis Manager in Indianapolis, IN
Complete familiarities with computer programs that are oriented to accounting are a must for the position of financial analysis manager.
December 16, 2019
Financial Analysis Manager in Burlington, VT
For investors, lenders and shareholders, the financial analysis is probably the most important thing to see in order to gauge the organization’s health.
January 18, 2020