Accountant

About Us: Headquartered in Chicago, Performance Trust Capital Partners, LLC is an investment bank that combines Wall Street scale with the agility of an independent, employee-owned firm. We help financial institutions uncover overlooked opportunities, navigate complexity, and make decisions grounded in insight—not impulse. Our work is focused on long-term impact and relationships built on what matters most: trust and enduring performance.

About the Position:

Performance Trust is seeking an Accountant to join our internal finance and accounting team. This role is designed for an experienced accounting professional ready to take on expanded ownership across the close process, financial reporting, and cross-functional finance initiatives. We are targeting candidates with a strong foundation in accounting fundamentals, sharp analytical skills, and the ability to operate with greater independence in a fast-paced environment.

This role is based in Chicago, Illinois and follows a hybrid work schedule, Tuesday and Thursday in the office, from 8:00am to 5:00pm.

A note on applying: the best way to be considered is to apply directly through this posting. Contacting team members by email, LinkedIn, or phone doesn't influence hiring decisions, and we may not be able to respond. We review applications carefully, and if you don't match every qualification but your background is relevant, we encourage you to apply anyway. We'll reach out if your experience looks like a strong fit.

Specifically, this individual will be responsible for the following:

• Own and manage the month-end, quarter-end, and annual close processes, including preparation and / or review of journal entries for IB/CM revenue, deferred revenue, loan schedules, accruals, commissions, ESOP accounting, and other complex transactions.
• Prepare, review, and sign off on balance sheet reconciliations within established close timelines.
• Own the preparation of PBCs for annual audits and tax filings.
• Analyze, interpret, and present financial data to support business line managerial reporting and FP&A decision-making.
• Identify, research, and resolve accounting discrepancies and technical issues with limited oversight.
• Respond to financial queries from FP&A and other departments; drive process improvements that improve accuracy and efficiency.
• Assist in the development and documentation of internal accounting policies and controls.