FP&A Associate: Strategic Budgeting & Insights (Equity)

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

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.