Business Analyst (Finance)

Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $62 billion in assets.

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 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

We are looking for a motivated Business Analyst / Data Administrator to support our CRM operations and business analysis efforts. This role will assist in managing and optimizing our CRM environment, analyzing business processes, and ensuring smooth system functionality to enhance internal and external engagement along with increasing sales performance and operational efficiency. The ideal candidate is detail-oriented, eager to learn, and passionate about leveraging technology to improve business outcomes.

What You'll Do

CRM Administration & Support:

• Assist in managing and maintaining the Salesforce CRM platform, including user accounts, permissions, and data integrity.
• Support the configuration of Salesforce features such as workflows, reports, dashboards, and automation tools.
• Provide technical support and training to end users to maximize CRM adoption.

Business Analysis & Process Improvement:

• Gather and document business requirements from stakeholders to enhance Salesforce functionality.
• Analyze CRM data and business processes to identify areas for improvement.
• Assist in streamlining workflows and automating processes to improve efficiency.

Data Management & Reporting:

• Maintain data cleanliness and accuracy within Salesforce through regular audits.
• Create reports and dashboards to track key metrics and business performance.
• Assist in data imports, exports, integrations and migrations as needed.

Integration & Collaboration:

• Work with cross-functional teams (Sales, Marketing, IT) to align Salesforce capabilities with business needs.
• Support integration efforts between Salesforce and other business applications.
• Collaborate with senior analysts and administrators to implement best practices.

Knowledge/Skills/Background/Experience

• Bachelor's degree in Business, Information Systems, Computer Science or a related field.
• 1-2 years of experience in a business analysis, computer science or CRM support role (internship experience accepted).
• Basic knowledge of Salesforce administration and functionality.
• Understanding of data structure and programing.
• Strong analytical and problem-solving skills.
• Excellent communication and stakeholder management abilities.

Preferred Qualifications

• Salesforce Administrator Certification (or willingness to obtain).
• Experience with reporting tools like Tableau, Power BI, or Salesforce Reports.
• Experience in programing in a business environment. (APEX preferred)
• Familiarity with Agile methodologies and project management tools.

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

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.