Vice President, 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 strategic and results-driven Vice President of Financial Planning & Analysis (FP&A). This role will include financial planning, forecasting, & analysis to help drive strong business results. VP of FP&A will report to the Senior Vice President of FP&A and will partner with the Managing Director of FP&A to provide financial insights and support long-term goals of the Firm. In addition to a strong financial background, Performance Trust is looking for a self-starter, who possesses an inquiring mind, a proactive nature, business intellect, and a drive for uncovering insights.

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:

• Assist with 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.
• Produce 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 senior management.
• Analyze financial performance, identifying risks and opportunities for improvement and presenting actionable recommendations.
• Drive continuous process improvement of reporting capabilities for key deliverables.
• Support strategic initiatives and projects by providing financial analysis to executive leadership.