Senior Vice President, Financial Planning & Analysis

Description:

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:

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.

Specifically, this individual will be responsible for the following:

• 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

Requirements:

We are seeking candidates with the following qualifications:

• 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.

Featured Benefits

Health Coverage

• 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)

Time Off & Work-Life Benefits

• Vacation/Personal Days + Holidays
• Financial & Income Protection Benefits
• PT Retirement
• Mission-Driven Employee Stock Ownership Plan
• Voluntary Life Insurance + Long-Term Disability Insurance

Wellness & Everyday Support

• Discounted Fitness Memberships (Free membership for Chicago office)
• Pre-Tax Commuter Benefits – Transit & Parking
• Mental Health support through company provided Employee Assistance Program
• Employee recognition programs (PT Rewards and Annual Awards)

Compensation: The base salary range for this position is $160,000-$170,000. This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand. This position is also eligible for a bonus component that would be dependent on pre-defined performance factors. All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts.

For Recruitment Agencies: As our recruitment is primarily handled in-house, we work only occasionally with external agencies, and only those on our existing, pre-approved vendor list. At this time, we are not reviewing or expanding that list. Unsolicited agency resumes, emails or other channels of outreach will not be reviewed. Unsolicited resumes or submissions from external agencies not authorized by our Talent Acquisition team will be considered direct candidate applications. As such, Performance Trust will not assume responsibility for any placement fees associated with these submissions.