Associate, FP&A - Core

Performance Trust; Chicago (IL); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Pre-Tax FSA/HSA

Vacation & Holidays

Employee Stock Ownership Plan

Life Insurance & LTD

Mental Health Support

Job summary

Performance Trust, headquartered in Chicago, seeks an Associate in Financial Planning & Analysis (FP&A) to support budgeting, forecasting, and recurring reporting. You will collaborate with the FP&A team to produce timely, accurate financial information and provide insights to leadership.

The role requires a proactive, detail-oriented self-starter with 3–5 years of FP&A or related experience, a strong command of Excel/PowerPoint, and familiarity with data tools.

Qualifications

• Bachelor's degree in Finance or Accounting required.
• 3-5 years progressive FP&A or related experience; financial services a plus.
• Advanced Excel and PowerPoint; proficiency with pivot tables, charts, and Power BI.

Responsibilities

• Support annual budgeting and quarterly forecasting processes.
• Collaborate with business units to gather inputs for forecasts and budgets.
• Prepare and maintain monthly financial reports and dashboards for leadership.
• Conduct variance analysis comparing actuals to budgets and forecasts.
• Own standard recurring reporting for assigned departments; escalate complex items to SVP.
• Analyze financial performance; identify risks and opportunities and present recommendations.
• Drive continuous process improvement of reporting capabilities.

Skills

Excel & PowerPoint

SQL & Power BI

EPM/Hyperion

Financial Analysis

Interpersonal Skills

Communication

Education

Bachelor's degree in Finance/Accounting

Tools

Oracle Hyperion

PBCS

Job description

About Us:

Headquartered in Chicago, Performance Trust Capital Partners, LLC is an investment bank that combines Wall Street scale with the agility of an independent, employee-owned firm. We help financial institutions uncover overlooked opportunities, navigate complexity, and make decisions grounded in insight—not impulse. Our work is focused on long-term impact and relationships built on what matters most: trust and enduring performance.

About the Position:

Seeking a motivated and detail-oriented Associate of Financial Planning & Analysis (FP&A). This role supports the firm's core FP&A cycle, planning, forecasting, and recurring reporting and analysis, to help drive strong business results. The Associate will report to the Senior Vice President of FP&A and work closely with the broader FP&A team to produce timely, accurate financial information. Performance Trust is looking for a self-starter with an inquiring mind, a proactive nature, and a drive to learn and grow within the finance function.

Please Note: While we love connecting with curious candidates, we want to be transparent that informal conversations with our team do not factor into hiring decisions. The best way to move forward is to apply directly as we review every application carefully.

Specifically, this individual will be responsible for the following:

• Support annual budgeting and quarterly forecasting processes, ensuring alignment with organizational goals and strategic initiatives.
• Collaborate with business units to gather inputs for financial forecasts and budgets, ensuring comprehensive and accurate financial planning.
• Prepare and maintain monthly financial reports and dashboards for leadership, highlighting key performance indicators and trends.
• Conduct variance analysis to compare actual performance against budgets and forecasts, providing insights to management.
• Own standard, recurring reporting and analysis for assigned departments, escalating more complex deliverables to the SVP.
• Analyze financial performance, identifying risks and opportunities for improvement and presenting actionable recommendations.
• Drive continuous process improvement of reporting capabilities for key deliverables.
• Provide analytical support for ad hoc requests and projects as needed.

Requirements

We are seeking candidates with the following qualifications:

• Bachelor's degree in Finance, Accounting, or a related field.
• 3-5 years progressive experience in a FP&A, finance, public accounting, or management accounting role. Financial Services background also a plus.
• High level skills with Microsoft Excel and PowerPoint (including pivot tables, charts, Power BI); ability to interpret and create complex/nested formulas needed.
• Understanding of data analysis tools (SQL, Power BI), and emerging AI tools.
• Experience utilizing EPM/financial planning systems (Oracle Hyperion, PBCS) a plus.
• Demonstrates excellent financial and quantitative skills.
• Analytical skills and experience managing complex data sets and identifying relevant trends.
• Ability to interpret data and support insights and recommendations.
• Self-motivated with effective time-management and prioritization skills to handle workload.
• Exceptional communication and interpersonal skills, with the ability to build inter-department relationships.
• Succeeds in an environment of change and complexity.
• Results oriented, problem solver, team player, works well under pressure.
• Must be eager to learn, contribute, and share knowledge.
• Candidates must be eligible to work permanently in the United States without sponsorship.

Featured Benefits

Health Coverage

• Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields )
• Prescription Drug Plans
• Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA)
• Health Savings Account (HSA)
• Vacation/Personal Days + Holidays
• PT Retirement
• Mission-Driven Employee Stock Ownership Plan
• Voluntary Life Insurance + Long-Term Disability Insurance

Wellness & Everyday Support

• Discounted Fitness Memberships (Free membership for Chicago office)
• Pre-Tax Commuter Benefits – Transit & Parking
• Mental Health support through company provided Employee Assistance Program
• Employee recognition programs (PT Rewards and Annual Awards)

Compensation:

The base salary range for this position is $100,000-$120,000. This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand. This position is also eligible for a bonus component that would be dependent on pre-defined performance factors. All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts.