Associate, FP&A - Core

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: Seeking a motivated and detail-oriented Associate of Financial Planning & Analysis (FP&A). This role supports the firm's core FP&A cycle, planning, forecasting, and recurring reporting and analysis, to help drive strong business results. The Associate will report to the Senior Vice President of FP&A and work closely with the broader FP&A team to produce timely, accurate financial information. Performance Trust is looking for a self-starter with an inquiring mind, a proactive nature, and a drive to learn and grow within the finance function.

Please Note: While we love connecting with curious candidates, we want to be transparent that informal conversations with our team do not factor into hiring decisions. The best way to move forward is to apply directly as we review every application carefully.

Specifically, this individual will be responsible for the following:

• Support annual budgeting and quarterly forecasting processes, ensuring alignment with organizational goals and strategic initiatives.
• Collaborate with business units to gather inputs for financial forecasts and budgets, ensuring comprehensive and accurate financial planning.
• Prepare and maintain monthly financial reports and dashboards for leadership, highlighting key performance indicators and trends.
• Conduct variance analysis to compare actual performance against budgets and forecasts, providing insights to management.
• Own standard, recurring reporting and analysis for assigned departments, escalating more complex deliverables to the SVP.
• Analyze financial performance, identifying risks and opportunities for improvement and presenting actionable recommendations.
• Drive continuous process improvement of reporting capabilities for key deliverables.
• Provide analytical support for ad hoc requests and projects as needed.