Senior Vice President, Financial Planning & Analysis

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.

The Senior Vice President, Financial Planning and Analysis (FP&A) is a key financial interface between the FP&A team, senior operational management, and the corporate management team. This position reports directly to the Director of FP&A to ensure the alignment of PT's financial plan and departmental goals. The SVP FP&A is responsible for delivering business analysis, as well as defining and reporting meaningful financial and operational metrics that lead to insightful, accurate business decision-making.

The SVP FP&A is responsible for overseeing a financial planning organization that has an understanding of all key business drivers and financial models that enable the team to deliver value-added analysis across the company.

• Prepare and review monthly reporting packages that includes full financial statements, comprehensive Key Performance Indicator (KPI) reporting, operational Dashboard reporting, analysis of key business trends, actual versus budget variances
• Assist in preparing analysis, commentary and presentation material for the monthly and quarterly financial review meetings
• Drive an efficient, effective and comprehensive process for developing financial plans and analysis that links to the strategic objectives
• Develop and monitor the company’s annual budget and monthly forecasts, which includes establishing budget tools, setting timelines, and acting as project manager for the company - ensuring all budgets are accurate, comprehensive and completed on time
• Provide financial modeling, financial analysis and valuation support for acquisitions, new product development, long-term contracts and other ad-hoc financial projects
• Assist in month-end budget vs actual trend analysis and general ledger fluctuation analysis
• Oversee analysis and forecasting of net capital, financial responsibility requirements, and liquidity adequacy
• Oversee design and implementation of next-generation financial systems, analytics platforms, and automation tools
• Help build and formalize financial reporting control processes
• Help maintain the functionality and efficiency of the Financial Planning system

• Bachelor's degree in Finance, Accounting, or a related field
• 8+ years progressive experience in a FP&A, finance, public accounting, or management accounting role.
• Financial Services industry experience preferred
• Advanced skills with Microsoft office Excel and PowerPoint (including pivot tables, charts, Power BI); ability to interpret and create complex/nested formulas needed
• Understanding of data analysis tools (SQL, Power BI, Tableau)
• Experience utilizing ERP financial system such as Oracle Hyperion or PBCS
• Demonstrates excellent financial and quantitative skills
• Analytical skills and experience managing complex data sets and identifying relevant trends
• Proven ability to critically interpret data and offer insight and recommendations to the business
• Candidates must be eligible to work permanently in the United States without sponsorship.

• Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields )
• Prescription Drug Plans
• Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA)
• Health Savings Account (HSA)
• Vacation/Personal Days + Holidays
• PT Retirement
• Mission-Driven Employee Stock Ownership Plan
• Voluntary Life Insurance + Long-Term Disability Insurance

• Discounted Fitness Memberships (Free membership for Chicago office)
• Pre-Tax Commuter Benefits – Transit & Parking
• Mental Health support through company provided Employee Assistance Program
• Employee…