Director, Financial Planning & Analysis

The role

The Director of Financial Planning & Analysis will partner with senior leaders to connect strategy, operations, and financial performance. This person will lead forecasting, performance analysis, and business planning to support growth and profitability.

What you will do

• Serve as a trusted finance partner to business and functional leaders
• Translate business priorities into financial targets, operating plans, and measurable outcomes
• Provide insights and recommendations related to growth, profitability, workforce planning, and investments
• Support strategic and operational discussions
• Develop clear financial narratives to help leaders understand results, risks, and opportunities
• Lead financial planning and forecasting for revenue, profitability, and headcount
• Partner with leaders to develop annual budgets and longer-term financial plans
• Challenge assumptions to ensure plans reflect opportunities and execution risks
• Establish and monitor KPIs connecting commercial activity, delivery performance, and financial outcomes
• Partner with leadership on initiatives to improve pricing, project economics, and resource deployment

Required qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
• 8+ years of progressive experience in FP&A, strategic finance, corporate finance, consulting, or related roles
• Experience partnering directly with business leaders
• Strong financial acumen with expertise in forecasting, budgeting, financial modeling, performance analysis, and management reporting
• Proven ability to operate as a strategic business partner
• Strong commercial judgment
• Ability to communicate effectively with senior executives and influence decisions without formal authority
• Strong analytical skills
• Comfort working in a growing, evolving environment
• Advanced proficiency with financial planning, reporting, and analytical tools
• Must be located in Chicago

Nice to have

• Experience supporting a multi-business, professional services, consulting, or other human-capital-intensive organization
• Experience in Workday, Adaptive Planning, Tableau, or similar platforms
• MBA or other advanced degree

Benefits

• medical
• dental
• vision
• HSA
• FSA
• disability insurance
• life insurance
• 401(k) match
• paid time off
• wellness stipend
• additional voluntary benefits

About the company

Chartis works with more than 1,900 organizations annually to develop transformative strategies and operating models for US healthcare. Their family of brands includes Chartis, Jarrard, Greeley, and HealthScape Advisors.