FP&A Associate: Budgeting, Forecasting & Insights

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

Benefits offered by this job

Medical, Dental & Vision Insurance

Pre-Tax Flexible Spending Account

Health Savings Account (HSA)

Vacation/Personal Days

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Analytical skills

Interpersonal skills

Time management

Self-motivated

Ability to interpret data and provide洞

Education

Bachelor's degree in Finance or Accounting

Tools

Excel

PowerPoint

SQL

Power BI

Oracle Hyperion

PBCS

Job description

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.