Director, Financial Planning & Analysis

Chartis; Chicago (IL); Hybrid; USD 127,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision

HSA/FSA

Disability insurance

Life insurance

401(k) match

Paid time off

Wellness stipend

Job summary

Chartis in Chicago is seeking a Director of FP&A to partner with senior leaders, linking strategy with forecasts, budgets, and performance analysis to drive growth and profitability. You will shape business plans, lead forecasting, and provide insights that influence major decisions across the organization.

The ideal candidate brings strong analytical skills, executive communication, and a track record as a strategic partner in a fast‑growing, professional services environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is required
• 8+ years of progressive experience in FP&A, strategic finance, corporate finance, consulting, or related roles, including meaningful experience partnering directly with business leaders
• Strong financial acumen with forecasting, budgeting, financial modeling, performance analysis, and management reporting
• Proven ability to operate as a strategic business partner and translate financial information into actionable insights
• Strong commercial judgment and the ability to understand the operational drivers behind financial performance
• Experience supporting a multi-business, professional services, consulting, or other human-capital-intensive organization is preferred
• MBA or other advanced degree is a plus

Responsibilities

• Serve as a trusted finance partner to business and functional leaders, building a strong understanding of strategy, growth priorities, operating drivers, and financial performance
• Translate business priorities into financial targets, operating plans, and measurable outcomes
• Provide insights and recommendations related to growth, profitability, workforce planning, investments, and other key business decisions
• Support strategic and operational discussions with a balanced perspective on performance, talent, and long-term business goals
• Develop clear financial narratives that help leaders understand results, risks, opportunities, and required actions
• Lead financial planning and forecasting for supported areas, including revenue, profitability, headcount, and other key operating drivers
• Partner with leaders to develop annual budgets and longer-term financial plans aligned with strategic priorities
• Challenge assumptions thoughtfully and ensure plans reflect both opportunities and execution risks
• Establish and monitor KPIs that connect commercial activity, delivery performance, workforce capacity, and financial outcomes
• Partner with leadership on initiatives to improve pricing, project economics, resource deployment, and overall profitability
• Help build a scalable finance business-partnering model as the organization continues to grow
• Partner across Finance, Accounting, Talent, Operations, and other functions to improve data quality, reporting, and decision-making
• Develop tools, frameworks, and performance metrics that support consistency while allowing for different business needs
• Coach and develop FP&A team members and contribute to a high-performing finance organization

Skills

Financial forecasting

Budgeting

Financial modeling

Performance analysis

Management reporting

Strategic partnership

Executive communication

Analytical skills

Operational drivers

Business partner

Education

Bachelor's degree in Finance, Accounting, Economics, Business

MBA or advanced degree

Tools

Workday

Adaptive Planning

Tableau

Job description

About Chartis

The challenges facing US healthcare are longstanding and all too familiar. We are Chartis, and we believe in better. We work with more than 1,900 organizations annually to develop and activate transformative strategies, operating models, and organizational enterprises that make US healthcare more affordable, accessible, safe, and human. With more than 1,450 professionals, we help providers, payers, technology innovators, retail companies, and investors create and embrace solutions that tangibly and materially reshape healthcare for the better. Our family of brands—Chartis, Jarrard, Greeley, and HealthScape Advisors—is 100% focused on healthcare and each has a longstanding commitment to helping transform healthcare in big and small ways. Believe in better.

Chartis has offices in Boston, Chicago, New York, Washington D.C., and Nashville.

Role Overview

Chartis is seeking a Director of Financial Planning & Analysis (FP&A) to join our Finance team. This role will partner closely with senior leaders across the business to connect strategy, operations, and financial performance. The Director will help shape business plans, lead forecasting and performance analysis, and provide insights that support growth, profitability, and sound decision-making.

This is an opportunity for a finance leader who enjoys working across functions, building trusted relationships, and turning complex data into clear business direction. The ideal candidate brings strong analytical and financial planning capabilities, sound judgment, and the ability to influence leaders in a dynamic, growth-oriented environment.

Responsibilities

• Serve as a trusted finance partner to business and functional leaders, building a strong understanding of strategy, growth priorities, operating drivers, and financial performance

• Translate business priorities into financial targets, operating plans, and measurable outcomes

• Provide insights and recommendations related to growth, profitability, workforce planning, investments, and other key business decisions

• Support strategic and operational discussions with a balanced perspective on performance, talent, and long-term business goals

• Develop clear financial narratives that help leaders understand results, risks, opportunities, and required actions

• Lead financial planning and forecasting for supported areas, including revenue, profitability, headcount, and other key operating drivers

• Partner with leaders to develop annual budgets and longer-term financial plans aligned with strategic priorities

• Challenge assumptions thoughtfully and ensure plans reflect both opportunities and execution risks

• Establish and monitor KPIs that connect commercial activity, delivery performance, workforce capacity, and financial outcomes

• Partner with leadership on initiatives to improve pricing, project economics, resource deployment, and overall profitability

• Help build a scalable finance business-partnering model as the organization continues to grow

• Partner across Finance, Accounting, Talent, Operations, and other functions to improve data quality, reporting, and decision-making

• Develop tools, frameworks, and performance metrics that support consistency while allowing for different business needs

• Coach and develop FP&A team members and contribute to a high-performing finance organization

Qualifications and Desired Skills

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is required

• 8+ years of progressive experience in FP&A, strategic finance, corporate finance, consulting, or related roles, including meaningful 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 and translate financial information into actionable insights

• Strong commercial judgment and the ability to understand the operational drivers behind financial performance

• Experience supporting a multi-business, professional services, consulting, or other human-capital-intensive organization is preferred

• Demonstrated ability to communicate effectively with senior executives and influence decisions without formal authority

• Strong analytical skills and the ability to synthesize complex information into clear executive-level insights

• Comfort working in a growing, evolving environment where processes and capabilities continue to mature

• Advanced proficiency with financial planning, reporting, and analytical tools, with experience in Workday, Adaptive Planning, Tableau, or similar platforms considered a plus

• MBA or other advanced degree is a plus

• Must be located in Chicago. This role will be based in our Chicago office, but will have flexibility in the number of days in office.

Salary range: The compensation range for this role is $126,667-$190,000 plus a discretionary bonus. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, skills, experience, training, licensure and certifications, practice area, and other business and organizational needs. In addition, Chartis offers several benefits including medical, dental, vision, HSA, FSA, disability insurance, life insurance, 401(k) match, paid time off, wellness stipend, and additional voluntary benefits.

At Chartis, we pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different perspectives they provide. We offer equal opportunity employment regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.