Senior Associate - Financial Planning & Analysis

Gestão Smart Serviços Contábeis; Chicago (IL); Hybrid; USD 90,000 - 136,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HS A contributions

401(k) match

Paid time off

Wellness stipend

Job summary

Chartis is seeking an FP&A Senior Associate to partner with business leaders, deliver accurate financial reporting, and provide actionable insights across key lines of business. The role focuses on forecasting, budgeting, and variance analysis to drive strategic decisions.

The ideal candidate has 3+ years in FP&A or corporate finance, strong Excel skills, and the ability to tell compelling stories with data. Located in Chicago with hybrid in-office arrangements and competitive benefits.

Qualifications

• Bachelor's degree required.
• 3+ years of FP&A, strategic finance, or corporate finance experience, preferably in consulting or professional services.
• Strong proficiency in Microsoft Excel is required.
• Experience with Workday, Adaptive Insights, and Salesforce is a plus.
• Strong analytical and storytelling capabilities with financial data.

Responsibilities

• Responsible for monthly financial reporting for lines of business, including presenting results and variance explanations to leadership.
• Partner with line of business leaders to understand performance, identify risks and opportunities, and support decision-making.
• Support forecasting and budgeting processes, updating revenue, expense, margin, and headcount assumptions.
• Prepare accurate variance analysis, management reporting, and ad hoc financial analyses.
• Build and maintain strong relationships with cross-functional partners across finance, technology, consulting operations, marketing, HR, and other teams.
• Support strategic finance requests related to performance, investments, and resource planning.
• Help improve FP&A processes, reporting templates, and financial tools for better decision-making.

Skills

Analytical skills

Communication

Interpersonal skills

Detail oriented

Storytelling with data

Education

Bachelor's degree

Tools

Excel

Workday

Adaptive Insights

Salesforce

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.

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

We are seeking an FP&A Senior Associate to support finance business partnership, reporting, forecasting, and strategic financial analysis across key lines of business. This role will partner closely with business leaders to provide accurate financial reporting, thoughtful variance analysis, and actionable insights. The Senior Associate will maintain strong relationships with senior leadership and translate financial results into clear business narratives.

Responsibilities

• Responsible for monthly financial reporting for lines of business, including preparing and presenting financial results, key trends, and variance explanations to business and finance leadership.


• Partners with line of business leaders to understand financial performance, identify risks and opportunities, and support strategic decision-making.


• Supports forecasting and budgeting processes, including updates to revenue, expense, margin, and headcount assumptions as needed.


• Prepares accurate and timely variance analysis, management reporting, and ad hoc financial analysis.


• Builds and maintains strong relationships with business leaders and cross-functional partners across finance, technology, consulting operations, marketing, HR, and other teams.


• Supports strategic finance requests related to business performance, investment decisions, operational initiatives, and resource planning.


• Helps improve FP&A processes, reporting templates, and financial tools to support better decision-making across the organization.

Qualifications And Desired Skills

• Bachelor's degree is required.


• 3+ years of experience in FP&A, strategic finance, or corporate finance, preferably within a consulting or professional services environment.


• Strong proficiency in Microsoft Excel is required.


• Experience with Workday, Adaptive Insights, and Salesforce is a plus.


• Strong understanding of basic accounting principles and financial statements.


• Extremely detail oriented, accurate, and organized, with a strong commitment to high-quality reporting.


• Strong analytical skills, with the ability to interpret financial results, identify trends, and explain key business drivers.


• Clear and precise communicator with the ability to tell compelling stories using financial data.


• Strong interpersonal skills and desire to build trusted relationships with senior leadership and cross-functional partners.


• Comfortable operating in a fast-paced environment and balancing recurring reporting responsibilities with ad hoc strategic requests.


• 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

$90,000 - $136,000, inclusive of a 10% target 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.