Extra Help - Financial Analyst/Planner

University of Illinois Chicago; Chicago (IL); Hybrid; USD 40,000 - 69,000; Full time

Job summary

University of Illinois Chicago's College of Medicine is hiring a Financial Education and Counseling Specialist to provide personalized finance counseling to medical students. The role involves case management and tailored financial planning guidance.

You will design and deliver programs covering loan requirements, repayment planning, wealth management, and residency budgeting, coordinating with financial aid and student affairs to support student success and accreditation standards.

Qualifications

• Four (4) years of work experience from categories such as financial analysis, planning, or data modeling.
• Coursework or degrees that support financial planning or analysis.
• Bachelor’s degree (or higher) in a related field is required or preferred.

Responsibilities

• Design and deliver a comprehensive financial literacy program for medical students.
• Develop accessible resources with collaboration across offices (financial aid, student affairs).
• Monitor student financial wellness and outcomes to improve services.
• Track debt metrics and prepare reports for college leadership.
• Perform related duties and participate in special projects as assigned.

Skills

Financial analysis

Planning

Data modeling

Education

Bachelor's Degree

Master's Degree

Associate Degree

Job description

Hiring Department: College of Medicine

Location: Chicago, IL USA

Requisition ID: 1043191

Hours per Week: 37.5

# of Positions: 1

Workplace Type: Hybrid

Salary: The range for this position is $29.35-$50.32 per hour.

About the University of Illinois Chicago

UIC is among the nation’s preeminent urban public research universities, a Carnegie RU/VH research institution, and the largest university in Chicago. UIC serves over 34,000 students, comprising one of the most diverse student bodies in the nation and is designated as a Minority Serving Institution (MSI), an Asian American and Native American Pacific Islander Serving Institution (AANAPSI) and a Hispanic Serving Institution (HSI). Through its 16 colleges, UIC produces nationally and internationally recognized multidisciplinary academic programs in concert with civic, corporate and community partners worldwide, including a full complement of health sciences colleges. By emphasizing cutting-edge and transformational research along with a commitment to the success of all students, UIC embodies the dynamic, vibrant and engaged urban university. Recent “Best Colleges” rankings published by U.S. News & World Report, found UIC climbed up in its rankings among top public schools in the nation and among all national universities. UIC has over 300,000 alumni, and is one of the largest employers in the city of Chicago.

This position is not eligible for benefits.

Position Summary

Provide individualized, personal finance and estate counseling via case management to help medical students with current and future financial planning.

Duties & Responsibilities

• Design and deliver a comprehensive program covering such areas and topics as financial literacy and financing their education, loan requirements, private loan understanding and considerations, planning for loan repayment and other financial expenses during residency, and wealth management through workshops, digital content, and an integrated curriculum tailored to medical students.
• Develop, maintain, and promote accessible resources while collaborating with the offices of financial aid and student affairs; student leaders, and external experts.
• Monitor student financial wellness through needs assessments, referrals, feedback, and outcome evaluations to improve services and student success while ensuring accreditation compliance.
• Track and analyze student debt metrics, prepare semester reports for college leadership, and support continuous improvement of financial planning initiatives for medical students.
• Perform other related duties as assigned.
• Perform other related duties and participate in special projects as assigned.

Minimum Qualifications

• Any one or combination totaling four (4) years (48 months) from the categories below:
• college coursework comparable to that in a field related to financial analysis/planning such as accounting, business administration, economics, finance, statistics, or a closely related field
• 30 semester hours equals one (1) year (12 months)
• Associate Degree (60 semester hours) equals eighteen (18) months
• 90-semester hours equals two (2) years (24 months)
• Bachelor's Degree (120 semester hours) equals three (3) years (36 months)
• Master’s Degree equals four (4) years (48 months)
• work experience in developing financial or economic analyses, research designs, strategic plans, or data models.

Preferred Qualifications

• Private or personal finance work experience, either with clients or teaching personal finance in higher education.
• Work with graduate or professional students or wealth management clients.

The University of Illinois System is an equal opportunity employer, including but not limited to disability and/or veteran status, and complies with all applicable state and federal employment mandates. Please visit Required Employment Notices and Posters to view our non-discrimination statement and find additional information about required background checks, sexual harassment/misconduct disclosures, and employment eligibility review through E-Verify.

The university provides accommodations to applicants and employees. Request an Accommodation

Artificial Intelligence (AI) tools may be used in some portions of the candidate review process for this position, however, all employment decisions will be made by a person.