FP&A Associate: Strategic Budgeting & Insights

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

Benefits offered by this job

Health Insurance

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Employee Stock Ownership Plan (ESOP)

Retirement Plan

Paid Time Off

Job summary

Performance Trust Capital Partners, LLC, headquartered in Chicago, seeks an Associate of FP&A to support budgeting, forecasting, and reporting cycles. You will work with the SVP of FP&A and the broader team to deliver timely financial information and drive insights for decision making.

The role emphasizes self-motivation, analytical skills, and the ability to work in a dynamic finance function. A Bachelor’s in Finance or related field and 3-5 years of FP&A experience are required.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 3-5 years progressive FP&A, finance, public accounting, or management accounting experience; financial services background a plus.
• Strong Excel and PowerPoint skills including 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 recurring reporting and analysis for assigned departments.
• Analyze financial performance and identify risks and opportunities for improvement.
• Drive continuous process improvement of reporting capabilities.

Skills

Excel

PowerPoint

Pivot tables

Power BI

SQL

Education

Bachelor's degree in Finance or related field

Tools

Oracle Hyperion

PBCS

AI tools

Job description

Performance Trust Capital Partners, LLC, headquartered in Chicago, seeks an Associate of FP&A to support budgeting, forecasting, and reporting cycles. You will work with the SVP of FP&A and the broader team to deliver timely financial information and drive insights for decision making.

The role emphasizes self-motivation, analytical skills, and the ability to work in a dynamic finance function. A Bachelor’s in Finance or related field and 3-5 years of FP&A experience are required.