Associate, FP&A - Core

Performance Trust; Chicago (IL); Vor Ort; USD 100.000 - 120.000; Vollzeit

Benefits dieser Stelle

Medical, Dental & Vision Insurance

Pre-Tax Flexible Spending Account

Health Savings Account (HSA)

Vacation/Personal Days

Zusammenfassung

Performance Trust is seeking an Associate in Financial Planning & Analysis to support budgeting, forecasting, and recurring reporting. You will partner with the SVP of FP&A and the broader team to deliver timely, accurate financial information and actionable insights.

The role requires 3–5 years in FP&A or related fields, strong Excel/PowerPoint, and experience with data tools like SQL and Power BI. Chicago-based position with enterprise-grade benefits and growth opportunities.

Qualifikationen

• Bachelor's degree in Finance, Accounting, or related field.
• 3–5 years FP&A, finance, public accounting, or management accounting experience.
• Advanced Excel and PowerPoint; pivot tables and complex formulas.

Aufgaben

• Support annual budgeting and quarterly forecasting processes.
• Collaborate with business units to gather inputs for forecasts and budgets.
• Prepare monthly financial reports and dashboards for leadership.

Kenntnisse

Analytical skills

Interpersonal skills

Time management

Self-motivated

Ability to interpret data and provide洞

Ausbildung

Bachelor's degree in Finance or Accounting

Tools

Excel

PowerPoint

SQL

Power BI

Oracle Hyperion

PBCS

Jobbeschreibung

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.

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

• 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)

Time Off & Work-Life Benefits

• Vacation/Personal Days + Holidays


• Financial & Income Protection Benefits


• 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.

For Recruitment Agencies

As our recruitment is primarily handled in-house, we work only occasionally with external agencies, and only those on our existing, pre-approved vendor list. At this time, we are not reviewing or expanding that list. Unsolicited agency resumes, emails or other channels of outreach will not be reviewed. Unsolicited resumes or submissions from external agencies not authorized by our Talent Acquisition team will be considered direct candidate applications. As such, Performance Trust will not assume responsibility for any placement fees associated with these submissions. Outreach to individual employees outside this process will result in permanent removal from consideration for any future approved vendor relationship.

Notice to Applicants

In connection with your application, we collect personal information, including your contact details, resume/CV, education, work history, qualifications and licenses, references and interview notes, and, where permitted, any diversity information you choose to provide, which we use for equal-opportunity monitoring. We use this information to assess your application, communicate with you, meet legal and regulatory requirements and, if you are hired, begin your employment. We may disclose it to recruiters, background-check providers, service providers such as our applicant-tracking system, and our affiliates, as needed, but we do not sell it or use it for advertising. Background checks, which may include the regulatory, credit and criminal-record checks required for securities industry roles, take place after a conditional offer of employment and with your authorization, and your offer depends on satisfactory results. We do not make hiring decisions based solely on automated processing. If you are not selected, we may keep your application information to consider you for future positions; to opt out, contact [e-mail]. We will still keep the records the law requires.

Salary Description

$100,000-$120,000