Financial Planning Analyst – Hybrid, 40h/wk

Hugh Chatham Health, Inc.; Downers Grove (IL); Hybrid; USD 39,000 - 59,000; Full time

Benefits offered by this job

Health benefits

Defined contribution retirement plans

Educational Assistance Program

Paid Time Off

Job summary

Advocate Health in Downers Grove, IL, is seeking a financial planning analyst to coordinate budgeting, reporting and reconciliations under limited supervision. Hybrid, first shift, 40 hours per week.

The role requires a bachelor’s degree in finance or accounting, 1–2 years of experience, and strong analytical and Excel skills. You will generate reports, assist with operating and capital budgets, train users, and support fiscal management in a collaborative healthcare environment.

Qualifications

• Bachelor’s degree in finance, Accounting, Business, or related field.
• 1–2 years of progressive experience in financial analysis or accounting.
• Strong analytical, problem-solving, critical thinking and interpersonal skills.
• Proficient in Microsoft Office (Excel, Word, PowerPoint, Access) with an emphasis on advanced Excel and financial systems.

Responsibilities

• Generate, audit, and analyze monthly financial and statistical reports, including variance analysis and benchmarking.
• Prepare, communicate, and monitor operating and capital budgets.
• Input and audit budget spreadsheets; perform reconciliations and allocations as needed.
• Compile, develop, and report financial information from various systems (General Ledger, Payroll, Web-based budgets, etc.).
• Support and train users in financial systems and maintain documentation.
• Coordinate with departments to gather and analyze financial data; recommend improvements to fiscal management systems.
• Prepare consolidated financial statements and management reports for leadership.
• Participate in business/financial/operational plan development and analysis.

Skills

Analytical skills

Communication skills

Advanced Excel

Microsoft Office

Financial systems

Learn new applications

Monthly operating results

Education

Bachelor’s degree in finance or accounting

Master’s degree

Tools

Excel

Word

PowerPoint

Access

Job description

Advocate Health in Downers Grove, IL, is seeking a financial planning analyst to coordinate budgeting, reporting and reconciliations under limited supervision. Hybrid, first shift, 40 hours per week.

The role requires a bachelor’s degree in finance or accounting, 1–2 years of experience, and strong analytical and Excel skills. You will generate reports, assist with operating and capital budgets, train users, and support fiscal management in a collaborative healthcare environment.