Performance Trust Capital Partners is seeking a Vice President to manage the firm’s Financial Planning & Analysis function. The VP, FP&A will work closely with executive leadership to forecast the Company’s key financial statements and key operating metrics. This position supports business operations and reports directly to the CFO, while also collaborating frequently with the CEO and Controller. This position requires communication with a variety of stakeholders including the leadership team, internal clients, partners and capital providers. The VP, FP&A is responsible for providing financial and operational business forecasting data to support business leaders to enable data-driven decisions, strategic planning, and Board-level reporting. This individual will provide insights and support the most important business decisions, and will be a key asset in the ongoing growth of the company. This is an opportunity to gain broad understanding of our business and contribute to the mission of Performance Trust.
Develop complex financial forecasting models and analyses to support Board-level reporting and evaluation of strategic initiatives
Produce and explain monthly, quarterly and annual financial and operating reports
Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures
Monitor performance indicators, highlighting trends and analyzing variances from the annual operating plan
Provide financial consulting, reporting and analyses in support of key strategic, M&A and operational initiatives
Oversee and manage the continued development of budgeting, financial forecasting, operating plan and modeling tools
Analyze complex financial information and reports to provide accurate and timely financial recommendations to support management decision-making
Prepare presentations for the Executive Leadership Team and Board of Directors.
Bachelor's Degree required
Minimum 5 years’ experience in Financial Planning and Analysis
MBA or CFA a plus
Highly analytical and proficient at aggregating, organizing, and summarizing large amounts of data
Advanced Microsoft Excel and PowerPoint skills
Highest standards of integrity, accuracy and precision; detail-oriented and organized
Experience with Business Intelligence and analytics software
Experience in a SaaS or enterprise software environment a plus, but not required
Headquartered in Chicago, Performance Trust Capital Partners is an institutional fixed income broker/dealer and investment advisory firm, specializing in highly analytical performance-driven strategies for fixed income investing. Our core clients include community and middle-market banks, insurance companies and credit unions. Our professionals use proprietary portfolio management tools based on the application of bond mathematics to help clients choose securities that will meet their investment portfolio’s strategic objectives and maximize potential returns. Our culture is grounded on four attributes: Integrity, Excellence, Teamwork and Results.