Strategic FP&A VP: Insights, Forecasting & Growth

Performance Trust Capital Partners; Chicago (IL); On-site; USD 125,000 - 145,000; Full time

Benefits offered by this job

Health Coverage

Wellness & Support programs

Transit & Parking benefits

Employee Stock Ownership Plan

Retirement plan

Annual Awards

Job summary

Performance Trust Capital Partners, a Chicago-based investment bank, seeks a strategic Vice President of Financial Planning & Analysis. You will drive budgeting, forecasting, and insightful financial analysis to support long-term goals.

Partner with FP&A leaders to deliver clear insights and proactive recommendations. The role emphasizes cross-functional collaboration, advanced Excel/Power BI skills, and continuous reporting improvements in a fast-paced, change-heavy environment.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• MBA, CPA, or CFA a plus.

Responsibilities

• Assist with annual budgeting and quarterly forecasting.
• Collaborate with units to gather inputs for forecasts and budgets.
• Produce and maintain monthly financial reports and dashboards for leadership.
• Conduct variance analysis against budgets and forecasts.
• Analyze performance to identify risks and opportunities and present recommendations.
• Drive continuous improvement of reporting capabilities for key deliverables.
• Support strategic initiatives with financial analysis for leadership.

Skills

FP&A expertise

Advanced Excel & PowerPoint

Power BI & data visualization

SQL & data analysis

Financial modeling

Analytical thinking

Communication & collaboration

Time management

Problem solving

Adaptability

Education

Bachelor's in Finance/Accounting

MBA/CPA/CFA a plus

Tools

Power BI

SQL

Excel

Job description

Performance Trust Capital Partners, a Chicago-based investment bank, seeks a strategic Vice President of Financial Planning & Analysis. You will drive budgeting, forecasting, and insightful financial analysis to support long-term goals.

Partner with FP&A leaders to deliver clear insights and proactive recommendations. The role emphasizes cross-functional collaboration, advanced Excel/Power BI skills, and continuous reporting improvements in a fast-paced, change-heavy environment.