Financial Planning

Financial Planning

The Organization We help society’s foundational institutions—healthcare and higher education—to achieve their full potential in service to others.

We are our clients’ trusted partners in ever-changing times. For nearly 40 years, Kaufman Hall has provided independent, objective insights grounded in sound data and analysis to help clients fulfill their missions, achieve their goals, and tackle their toughest problems.

Kaufman Hall provides world-class management consulting in Strategy & Business Transformation, Financial Planning & Data Analytics, Treasury & Capital Markets, Mergers & Acquisitions, Revenue & Operations Improvement (previously Performance Improvement).

At Kaufman Hall, we believe that sustained success is never an accident. It is the result of sound decision making, based on data-driven analysis and disciplined thinking, and guided by the fundamental principles of corporate finance.

Financial Planning & Data Analytics Services Since introducing the concept of corporate finance-based planning to the healthcare field in 1983, Kaufman Hall has prepared hundreds of strategic financial and capital plans for hospitals and healthcare systems nationwide. Kaufman Hall’s breadth and depth of experience has enabled clients to manage their strategic financial and capital planning and decision–making processes efficiently and effectively. Our approach to Financial Planning & Data Analytics is grounded in a deep understanding of both the healthcare industry and the capital markets. Kaufman Hall believes that Financial Planning & Data Analytics are not discreet activities to be completed through disconnected processes. They are highly interrelated and interdependent disciplines that are the cornerstones of effective organizational and financial management.

The Position Kaufman Hall is seeking qualified financial planning professionals to join the team and will provide assistance and/or lead client engagements under the direction of senior leadership. The initial focus of effort will be preparing and implementing financial and capital plans. Consistent with the integrated, client-based nature of Kaufman Hall’s services, the employee will broaden to include designing comprehensive capital allocation processes and assisting with all aspects of merger, acquisition and divestiture transactions. In short order, the successful candidate will be expected to manage client relationships along with the day-to-day build of financial models utilizing Hospital Advisor Enterprise, credit analysis and the initial preparation of client presentations.

Our Level Construct: Associates Senior Associates Vice Presidents Senior Vice Presidents Managing Directors Financial Planning

The Organization We help society’s foundational institutions—healthcare and higher education—to achieve their full potential in service to others.

We are our clients’ trusted partners in ever-changing times. For nearly 40 years, Kaufman Hall has provided independent, objective insights grounded in sound data and analysis to help clients fulfill their missions, achieve their goals, and tackle their toughest problems.

Kaufman Hall provides world-class management consulting in Strategy & Business Transformation, Financial Planning & Data Analytics, Treasury & Capital Markets, Mergers & Acquisitions, Revenue & Operations Improvement (previously Performance Improvement).

At Kaufman Hall, we believe that sustained success is never an accident. It is the result of sound decision making, based on data-driven analysis and disciplined thinking, and guided by the fundamental principles of corporate finance.

Financial Planning & Data Analytics Services Since introducing the concept of corporate finance-based planning to the healthcare field in 1983, Kaufman Hall has prepared hundreds of strategic financial and capital plans for hospitals and healthcare systems nationwide. Kaufman Hall’s breadth and depth of experience has enabled clients to manage their strategic financial and capital planning and decision–making processes efficiently and effectively. Our approach to Financial Planning & Data Analytics is grounded in a deep understanding of both the healthcare industry and the capital markets. Kaufman Hall believes that Financial Planning & Data Analytics are not discreet activities to be completed through disconnected processes. They are highly interrelated and interdependent disciplines that are the cornerstones of effective organizational and financial management.

The Position Kaufman Hall is seeking qualified financial planning professionals to join the team and will provide assistance and/or lead client engagements under the direction of senior leadership. The initial focus of effort will be preparing and implementing financial and capital plans. Consistent with the integrated, client-based nature of Kaufman Hall’s services, the employee will broaden to include designing comprehensive capital allocation processes and assisting with all aspects of merger, acquisition and divestiture transactions. In short order, the successful candidate will be expected to manage client relationships along with the day-to-day build of financial models utilizing Hospital Advisor Enterprise, credit analysis and the initial preparation of client presentations.

Our Level Construct: Associates Senior Associates Assistant Vice Presidents Vice Presidents Senior Vice Presidents Managing Directors Responsibilities

Analyze and evaluate financial statements (including income statement, balance sheet and cash flow statement) Prepare credit and debt capacity analyses Maintain knowledge base related to contemporary healthcare industry issues, including but not limited to healthcare reform, government and commercial payor market dynamics, and the capital markets Establish structure, collect historic data and develop financial projections within the Software Suite and develop proficiency in our financial software products Translate complex corporate finance principles and analyses into concise observations and recommendations for a variety of client constituents including, finance professionals, senior management and boards of directors Link strategic plans to corporate finance principles by quantifying and prioritizing key strategic initiatives within a financial context Recognize and identify client needs that fall within Kaufman Hall’s range of service offerings, beyond the Financial Planning & Data Analytics practice Generate research in support of thought leadership development efforts of the firm Manage specific engagement tasks and deliverables, including service as primary day-to-day client contact Manage and develop junior staff Qualifications The ideal Senior Associate candidate will possess three to six years of experience and an Assistant Vice President candidate will have a minimum of seven years of progressive experience in one or more of the following areas: Consulting, Investment Banking or Private Equity, with significant healthcare financial/capital planning experience; or financial /capital planning experience with a large health care system

Excellent technical skills in accounting and finance Excellent quantitative skills and strong financial modeling skills; experienced in thoughtful financial analysis capabilities, including valuation, pro-forma financial modeling and discounted cash flow methodologies A good understanding of net present value analysis; able to evaluate business and economic decisions Excellent analytical skills and the ability to develop business and financial projections Experience developing and writing financial and capital plans Demonstrated project management experience Excellent oral and written communication skills Ability to interpret data and provide relevant conclusions and recommendations Ability to learn in a fast-paced environment, managing multiple projects with competing priorities Excellent oral and written communication skills Attention to detail and a commitment to excellence Willingness and ability to travel, at times on short notice Ability to thrive and excel in a matrixed or multi-priority environment with proven ability to collaborate and contribute to the development of strong project teams Advanced skillset in Microsoft Office Tools Applicants for employment must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Kaufman Hall (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status) Education A bachelor’s degree in accounting, Finance or a related field required. A CFA or master’s degree in business administration, hospital administration or another related field is preferred but not required.

Physical Requirements

Must be able to perform essential duties satisfactorily with reasonable accommodations Work is generally done sitting, talking, hearing and typing. Visual acuity to use a keyboard, prepare and analyze data and figures; transcribing, viewing a computer terminal; extensive reading Work Environment

Travel Required: 10-15% The role is based in Chicago (preferred) or remote Work is regularly performed in a combination of in office, home office, and client settings and routinely uses standard office equipment It may require the maintenance of a home office and proximity to an airport for work related travel Kaufman Hall is committed to providing equal opportunity for all employees and applicants. We recruit, hire, train, promote, pay, and administer all employment actions without regard to actual and also perceived or assumed protected group status as defined by law of an individual or that individual’s associates or relatives. Our policies and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status. Are you legally eligible to work in the United States without sponsorship? *

Yes

No Will you ever require Kaufman Hall's support in an application for employment authorization in the United States? *

Yes

No Have you interviewed with one of the Kaufman Hall companies? *

Yes

No How did you learn about this position? * What is your targeted salary range? * Did any of our employees inform you about this position? If so, who? * Would you like to tell us anything else about you? This is a hybrid position with the expectation to be in the Chicago office a few days per week, is this doable for you? *

Yes

No The following questions are entirely optional.

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more . Invitation for Job Applicants to Self-Identify as a U.S. Veteran A “disabled veteran” is one of the following:

a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. I IDENTIFY AS ONE OR MORE OF THE CLASSIFICATIONS OF PROTECTED VETERAN LISTED ABOVE I AM NOT A PROTECTED VETERAN I DON’T WISH TO ANSWER

Voluntary Self-Identification of Disability Voluntary Self-Identification of Disability Form CC-305 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualifiedpeople with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says wemust measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disabilityor have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one whomakes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If youwant to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract CompliancePrograms (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever hadsuch a condition, you are a person with a disability.

Disabilities include, but are not limited to: Alcohol or other substance usedisorder (not currently usingdrugs illegally) Blind or low vision Cancer (past or present) Cardiovascular or heartdisease Celiac disease Cerebral palsy Deaf or serious difficultyhearing Diabetes Disfigurement, for example,disfigurement caused by burns,wounds, accidents, or congenitaldisorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example,Crohn's Disease, irritable bowelsyndrome Mental health conditions, for example,depression, bipolar disorder, anxietydisorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from theuse of a wheelchair, scooter, walker,leg brace(s) and/or other supports Nervous system condition, for example,migraine headaches, Parkinson’sdisease, multiple sclerosis (MS) Neurodivergence, for example,attention-deficit/hyperactivity disorder(ADHD), autism spectrum disorder,dyslexia, dyspraxia, other learningdisabilities Partial or complete paralysis (anycause) Pulmonary or respiratory conditions, forexample, tuberculosis, asthma,emphysema Please check one of the boxes below:

YES, I HAVE A DISABILITY, OR HAVE HAD ONE IN THE PAST

NO, I DO NOT HAVE A DISABILITY AND HAVE NOT HAD ONE IN THE PAST

I DO NOT WANT TO ANSWER PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

#J-18808-Ljbffr