Manager, Financial Planning and Analysis

Endeavor Health; Warrenville (IL); Hybrid; USD 107,000 - 166,000; Full time

Benefits offered by this job

Annual raises based on performance

Career growth and development

Medical, dental, vision, and pet保险

Tuition reimbursement

Free parking

Wellness program savings plan

Health savings account options

Retirement with company match

Paid time off and holiday pay

Community involvement opportunities

Job summary

Endeavor Health in Warrenville, IL seeks a Manager of Financial Planning and Analysis to lead budgeting, forecasting, and analysis across departments. This role supports the Endeavor Health Research Institute and associated foundations, driving performance insights and strategic financial planning.

The position requires 5+ years in FP&A within healthcare, with a Bachelor's degree as a minimum and CPA considered a plus. A hybrid work arrangement and competitive benefits accompany this opportunity.

Qualifications

• Bachelor’s degree required; Master’s preferred.
• CPA certification preferred.
• 5+ years progressively responsible financial planning and analysis experience, preferably in healthcare or hospital settings.
• Experience in grant management or supporting research organizations is a plus.

Responsibilities

• Lead development of the annual budget, working with department heads to align with goals.
• Monitor budget performance and provide regular updates to senior leadership.
• Analyze financial data, KPIs, and trends to provide actionable insights.
• Prepare financial reports, variance analyses, and forecasts to support decision‑making.
• Collaborate with senior leadership to develop long‑term strategies and identify cost optimization and revenue enhancement opportunities.
• Oversee collection, organization, and maintenance of financial data, ensuring accuracy and consistency.
• Implement and manage financial planning software tools as needed.
• Develop and maintain financial models to assess scenario impacts.
• Present financial reports and analysis to executives and managers, highlighting key findings and recommendations.
• Identify opportunities to streamline processes, enhance controls, and improve efficiency.
• Ensure compliance with regulatory requirements and reporting standards.
• Coordinate with auditors during annual audits.
• Supervise and mentor a team of financial analysts.
• Provide guidance, training, and support to ensure departmental effectiveness and growth.

Education

Bachelor’s degree

Master’s degree

CPA certification

Job description

Hourly Pay

$51.47 - $79.78, determined by experience and expertise.

Position Highlights

• Position: Manager, Financial Planning and Analysis
• Location: Warrenville, IL
• Full Time
• Hours: Monday‑Friday, 8:00 AM – 4:30 PM
• Hybrid schedule: 3 days in office, 2 days at home
• Required Travel: None

Job Summary

As the Manager of Financial Planning and Analysis, you will oversee financial planning, budgeting, forecasting, and analysis activities, collaborating with various departments to develop budgets, monitor performance, and provide insights that guide strategic decisions. The role supports the Endeavor Health Research Institute and the five philanthropic foundations across the organization.

What You Will Do

• Lead development of the annual budget, working closely with department heads to align with organizational goals.
• Monitor budget performance and provide regular updates to senior leadership.
• Analyze financial data, KPIs, and trends to provide actionable insights.
• Prepare financial reports, variance analyses, and forecasts to support decision‑making.
• Collaborate with senior leadership to develop long‑term strategies and identify cost‑optimization and revenue‑enhancement opportunities.
• Oversee collection, organization, and maintenance of financial data, ensuring accuracy and consistency.
• Implement and manage financial planning software tools as needed.
• Develop and maintain financial models to assess scenario impacts.
• Present financial reports and analysis to executives and managers, highlighting key findings and recommendations.
• Identify opportunities to streamline processes, enhance controls, and improve efficiency.
• Ensure compliance with regulatory requirements and reporting standards.
• Coordinate with auditors during annual audits.
• Supervise and mentor a team of financial analysts.
• Provide guidance, training, and support to ensure departmental effectiveness and growth.

What You Will Need

• Bachelor’s degree required; Master’s preferred.
• CPA certification preferred.
• 5+ years progressively responsible financial planning and analysis experience, preferably in healthcare or hospital settings.
• Experience in grant management or supporting research organizations is a plus.

Benefits

• Opportunity for annual increases based on performance.
• Career pathways for professional growth and development.
• Medical, dental, vision, and pet insurance options.
• Tuition reimbursement.
• Free parking.
• Wellness program savings plan.
• Health savings account options.
• Retirement options with company match.
• Paid time off and holiday pay.
• Community involvement opportunities.

EOE: Race/Color/Sex/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Vets, VEVRRA Federal Contractor.