Senior Vice President, Financial Planning & Analysis

Job description

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 th...