VP, FP&A: Strategic Forecasting & Insights

Performance Trust; Chicago, Northern (IL, KY); Hybrid; USD 125,000 - 145,000; Full time

Benefits offered by this job

Health Insurance

FSA (Pre-Tax)

HSA

Vacation/Personal Days + Holidays

PTS Retirement

Employee Stock Ownership Plan

Disability Insurance

Job summary

Performance Trust is seeking a strategic and results-driven Vice President of Financial Planning & Analysis (FP&A) in Chicago. This role will drive budgeting, forecasting, and analysis to support long-term goals.

The VP will partner with senior FP&A leaders to deliver insights and actionable recommendations across the firm. The ideal candidate has 5–8 years in FP&A or related roles, strong Excel/Power BI skills, and a proactive, self-starter mindset.

Qualifications

• Bachelor's degree in Finance or Accounting; MBA/CPA/CFA a plus.
• 5–8 years progressive FP&A/finance experience; financial services background a plus.
• Advanced Excel and PowerPoint skills; ability to interpret complex formulas.

Responsibilities

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

Skills

Strategic thinking

Communication

Time management

Team player

Education

Bachelor's degree in Finance/Accounting

MBA/CPA/CFA a plus

Tools

Excel

PowerPoint

Power BI

SQL

Job description

Performance Trust is seeking a strategic and results-driven Vice President of Financial Planning & Analysis (FP&A) in Chicago. This role will drive budgeting, forecasting, and analysis to support long-term goals.

The VP will partner with senior FP&A leaders to deliver insights and actionable recommendations across the firm. The ideal candidate has 5–8 years in FP&A or related roles, strong Excel/Power BI skills, and a proactive, self-starter mindset.