Chartis Group

Director, Financial Planning & Analysis

Chartis Group$126K — $190K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required
  • 8+ years of progressive FP&A experience or related fields with direct business partnership
  • Strong financial acumen in budgeting, forecasting, and performance analysis
  • Demonstrated ability to influence senior leaders without formal authority
  • Experience in multi-business, human-capital-intensive organizations preferred
  • Proficiency in financial planning tools like Workday or Adaptive Planning is a plus
  • MBA or advanced degree is beneficial

Responsibilities

  • Serve as a finance partner to business leaders, understanding strategy and performance
  • Translate business priorities into financial targets and measurable outcomes
  • Provide insights on growth, profitability, and key business decisions
  • Support strategic discussions with a focus on performance and long-term goals
  • Develop financial narratives that clarify results, risks, and needed actions
  • Lead financial planning and forecasting for key operating drivers
  • Establish KPIs linking commercial activities to financial outcomes
  • Develop tools and frameworks for consistent financial reporting

Benefits

  • Medical, dental, and vision insurance options
  • Health Savings Account (HSA) and Flexible Spending Account (FSA)
  • Disability and life insurance
  • 401(k) match for retirement savings
  • Generous paid time off policy
  • Wellness stipend to promote health and well-being
  • Additional voluntary benefits available
Full Job Description
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.

About Chartis Group

The Chartis Group is a management consulting firm that provides strategic planning, accountable care, clinical transformation, and information technology consulting services to healthcare organizations. The company was founded in 2001 and is headquartered in Chicago, Illinois. Chartis Group has worked with over 2,000 clients, including hospitals, health systems, and academic medical centers. The company has a team of over 200 professionals with expertise in healthcare strategy, operations, and technology. Chartis Group has been recognized as one of the best consulting firms to work for by Vault and Consulting Magazine.
Learn more about Chartis Group
Size
1,000 employees
Industry

Similar Jobs

More Jobs at Chartis Group

More Finance & Insurance Jobs

Find similar Director, Financial Planning & Analysis jobs: