Senior Financial Planning Consultant

4 weeks ago

Chicago, Illinois, United States Health Care Service Corporation Full time

Job Summary:

This role is a consultant-level position supporting the financial management of the enterprise project portfolio. The successful candidate will work closely with the EPMO and project delivery teams to prepare and submit monthly financial forecasts, ensuring accurate accounting practices and analysis of results. Key responsibilities include reviewing monthly variances, developing and implementing trend analysis, and presenting findings to all levels of management and staff.

Key Responsibilities:

  • Analyze and research trends to determine applicable intervention activities.
  • Gather and analyze key portfolio performance metrics and communicate these metrics from detail to summary level.
  • Make presentations to all levels of management within the organization.
  • Identify risks/issues and assist in making recommendations on process improvements within Internal Operations and the Enterprise Portfolio.
  • Create and manage complex business/financial models and forecasting.
  • Build new complex models (Resource, Capacity, Sourcing, etc) to assist in analysis of trends in the projects and (sub)-portfolios.
  • Proactively communicate complex analysis in a concise, organized manner to both financial and non-financial senior leadership for decision making.
  • Provide consultative services to business partners and senior leaders.
  • Review analysis of financial reports prepared by team, i.e. variance analysis, staffing analysis, corporate reporting of Budget. Actual, metric reporting.
  • Present and advise all levels of management within the Corporate Portfolio on forecast.
  • Consult and collaborate with internal and external teams (e.g. Project Management, Project Accounting, project delivery and business teams), coordinating processes and requirements to ensure accurate and timely delivery of analysis.
  • Develop and maintain strong business relationship with business partners.
  • Manage conflicting interests of business partners.
  • Analyze cost savings opportunities; reporting and measuring against metrics to assess the financial success of the program.
  • Coach and mentor team members in business knowledge and skill development.
  • Provide feedback to management on staff development, goal creation, and performance.
  • Collaborate and assist staff in their development which enables them to successfully complete assignments.
  • Communicate and interact effectively and professionally with co-workers, management, customers, etc.
  • Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies and other applicable corporate and departmental policies.
  • Maintain complete confidentiality of company business.
  • Maintain communication with management regarding development within areas of assigned responsibilities and perform special projects as required or requested.

Requirements:

  • Bachelor Degree in Accounting, Business, Economics or Finance or related field, plus 4 years of experience in accounting, finance, business, economics, OR 8 years of experience in accounting, finance, business, economics or other related field.
  • Knowledge of tools/applications used within Internal Operations (i.e. Blue View, Center View, Workforce Tools, PeopleSoft, Ariba, ITAM, ISAM, Clarity, eBudget) and experience with comparable tools.
  • Strategically oriented; financial and business acumen skills.
  • Knowledge with investment valuation techniques including ROI, NPV, EVA, RBC.
  • Knowledge with lease/buy analysis.
  • Clear and concise written and verbal communication skills.
  • Experience in Divisional budget preparation.
  • Manage conflicting interests of business partners.
  • Challenge conventional thinking and facilitate robust conversations to address issues and drive results.
  • Customer service skills including managing customers' expectations and/or vendor relationships.
  • Negotiation skills.
  • Presentation, interpersonal, organizational, and analytical skills.
  • PC proficiency to include Word, Excel, Access, PowerPoint and Lotus Notes.
  • Detail oriented.

Preferred Qualifications:

  • MBA or Masters in Accounting, Finance or MIS.
  • Experience with financial modeling.
  • Knowledge of and experience with accounting for hardware/software assets which include software licenses and maintenance costs – depreciation, amortization.
  • Experience with business/financial models/business cases and forecasting.
  • Knowledge and experience of managing/leading/preparing and analyzing financials for project costs (hardware, software - licensing, maintenance and amortization/depreciation costs, accounting for contracts (T&M/ milestone-based/fixed-fee, internal and contract labor, professional services, allocated product costs.
  • One year of coaching or mentoring experience.

HCSC Employment Statement:

HCSC is committed to diversity in the workplace and to providing equal opportunity and affirmative action to employees and applicants.

We are an Equal Opportunity Employment / Affirmative Action employer dedicated to workforce diversity and a drug-free and smoke-free workplace.

Drug screening and background investigation are required, as allowed by law.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

  • Senior Financial Planning Consultant

    4 weeks ago

    Chicago, Illinois, United States Health Care Service Corporation Full time

    Job Summary:This role is a consultant-level position supporting the financial management of the enterprise project portfolio. The successful candidate will work closely with the EPMO and project delivery teams to prepare and submit monthly financial forecasts, ensuring accurate accounting practices and timely analysis of results.Key Responsibilities:Analyze...

  • Senior Financial Planning Specialist

    4 weeks ago

    Chicago, Illinois, United States Robert W. Baird & Co. Full time

    As a Senior Financial Planning Specialist at Robert W. Baird & Co., you will play a key role in providing specialized services to experienced Financial Advisors and Baird Qualified Teams. Your primary objective will be to assist in their ability to offer sophisticated wealth management solutions to individuals and families, while strategically building the...

  • Senior Financial Planning Manager

    4 weeks ago

    Chicago, Illinois, United States US Foods Full time

    Senior Financial Planning ManagerUS Foods is seeking a highly skilled Senior Financial Planning Manager to join our team. As a key member of our Finance and IT teams, you will provide strong financial leadership and expertise to drive business growth and success.Key Responsibilities:Lead financial reporting, analysis, budgeting, and forecasting to inform...

  • Senior Treasury Consultant

    4 weeks ago

    Chicago, Illinois, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Treasury Consultant to join our team at BMO Financial Group. As a key member of our treasury team, you will be responsible for leading a team of 5-7 Treasury Consultants and driving individual sales responsibilities.Key ResponsibilitiesAchieve sales and other targets established by business...

  • Senior Consultant Transmission Planning Expert

    4 weeks ago

    Chicago, Illinois, United States Burns & McDonnell Full time

    Job SummaryThe Senior Consultant Transmission Planning will utilize extensive knowledge in electrical transmission planning and application of grid technologies to assess grid performance and prepare the grid for future challenges represented by plant retirements and renewable integration.This role will lead a broad range of transmission and operational...

  • Financial Analysis Consultant

    4 weeks ago

    Chicago, Illinois, United States CNA Insurance Full time

    Financial Analysis Consultant RoleCNA Insurance is seeking a skilled Financial Analysis Consultant to join the FP&A Reporting & Consolidation team.The ideal candidate will possess a strong analytical toolset, a passion for difficult challenges, and a willingness to rapidly iterate with cross-functional teams to drive meaningful impact to the business.This...

  • Senior Underwriting Consultant

    4 weeks ago

    Chicago, Illinois, United States CNA Financial Corporation Full time

    Job SummaryCNA Financial Corporation seeks a highly skilled Senior Underwriting Consultant to join our team. As a key member of our underwriting department, you will be responsible for managing complex risks and developing specialized endorsement language. Your expertise in underwriting principles and practices will be essential in determining the...

  • Senior Financial Planning and Analysis Advisor

    4 weeks ago

    Chicago, Illinois, United States The University of Chicago Medicine Full time

    Job Title: Senior Financial Planning and Analysis AdvisorJob Summary: The University of Chicago Medicine is seeking a Senior Financial Planning and Analysis Advisor to join its Financial Reporting department. This role will serve as a technical expert to the Finance Department and senior management, providing financial data analytics and reporting across...

  • Financial Analysis Consultant

    4 weeks ago

    Chicago, Illinois, United States CNA Insurance Full time

    Financial Analysis Consultant Job DescriptionCNA Insurance is seeking a skilled Financial Analysis Consultant to join the FP&A Reporting & Consolidation team. As a key finance partner to the CFO, you will deliver P&L insights, quarterly forecasts, and Board materials.Key Responsibilities:Prepare, analyze, and review financial results packages.Independently...

  • Senior Financial Analyst

    3 weeks ago

    Chicago, Illinois, United States Loyola University Full time

    Job SummaryThe Senior Financial Analyst position in the Financial Planning department at Loyola University Chicago is responsible for maintaining confidentiality while serving as the Finance liaison to HR for staff hires, equity adjustments, and position changes. This role involves performing monthly reconciliation of the LUC staff salary position control...

  • Financial Analysis Consultant

    4 weeks ago

    Chicago, Illinois, United States CNA Full time

    About CNACNA is a leading U.S. commercial property and casualty insurance company with over 120 years of experience. We provide a broad range of standard and specialized insurance products and services for businesses and professionals in the U.S., Canada, and Europe.About the Finance TeamWe are a team of trusted partners who enable smart decisions that...

  • Financial Analysis Consultant

    4 weeks ago

    Chicago, Illinois, United States CNA Insurance Full time

    Financial Analysis Consultant Job DescriptionCNA Insurance is seeking a skilled Financial Analysis Consultant to join the FP&A Reporting & Consolidation team. As a key finance partner to the CFO, this role will deliver P&L insights, quarterly forecasts, and Board materials.The ideal candidate will possess a strong analytical toolset, a passion for difficult...

  • Senior Financial Analyst

    1 month ago

    Chicago, Illinois, United States Ocean Tomo, LLC Full time

    Job DescriptionOcean Tomo, LLC is seeking a Senior Financial Analyst to join our Financial Expert practice area. As a Senior Financial Analyst, you will work on complex financial analysis, modeling, research, and report writing. You will be responsible for creating financial models, performing market and competitive research, writing reports and...

  • Senior Financial Planning and Analysis Manager

    4 weeks ago

    Chicago, Illinois, United States Dyson Full time

    About UsDyson is a global technology company with a strong presence in the Americas. We're a dynamic and fast-growing organization with a passion for innovation and excellence.About the RoleWe're seeking a highly skilled and experienced Senior Manager to lead our Financial Planning and Analysis (FP&A) team for the Americas region. As a key member of our...

  • Financial Planning Specialist

    4 weeks ago

    Chicago, Illinois, United States Fidelity Investments Full time

    Financial Consultant Role OverviewAt Fidelity Investments, we're seeking a skilled Financial Consultant to join our Investor Center team. As a Financial Consultant, you'll engage face-to-face with clients, offering personalized guidance and planning to help them achieve their financial goals. You'll work closely with our team to deliver comprehensive...

  • Financial Analysis Consultant

    4 weeks ago

    Chicago, Illinois, United States CNA Insurance Full time

    CNA Insurance is seeking a highly skilled Financial Analysis Consultant to join its FP&A Reporting & Consolidation team.Key Responsibilities:Prepare, analyze, and review financial results packages.Independently build out ad hoc reporting, identify anomalies & trends and perform necessary analysis.Develop and enhance models in Adaptive Planning.Clearly and...

  • Senior Financial Planning and Analysis Manager

    4 weeks ago

    Chicago, Illinois, United States Dyson Full time

    About UsDyson is a global technology company with a strong presence in the Americas. Our company is growing rapidly, and we are seeking a talented individual to lead our Financial Planning and Analysis (FP&A) team for the Americas region.About the RoleWe are looking for a strategic and results-driven Senior Manager to oversee the planning process and ensure...

  • Senior Financial Planning Analyst

    4 weeks ago

    Chicago, Illinois, United States Health Care Service Corporation Full time

    Job Summary:This role is a consultant-level position supporting the financial management of the enterprise project portfolio. The successful candidate will work closely with the EPMO and project delivery teams to prepare and submit monthly financial forecasts, advising on correct accounting practices and analyzing results. Key responsibilities include...

  • Senior Financial Analyst

    4 weeks ago

    Chicago, Illinois, United States Fay Financial Full time

    Financial Planning and Analysis ExpertFay Financial is seeking a highly skilled Financial Planning and Analysis Expert to join our team. As a key member of our finance department, you will be responsible for conducting advanced financial analysis, developing and implementing financial planning processes, and providing strategic financial guidance to support...

  • Senior Financial Manager, Location Planning and Contracts

    3 weeks ago

    Chicago, Illinois, United States LHH Full time

    Job Title: Senior Finance Manager, Location Planning and ContractsAbout the Role:We are seeking a highly skilled Senior Finance Manager to join our Location Planning and Contracts team at LHH. The ideal candidate will have a strong background in financial analysis and project management, with a minimum of 10 years of experience in a similar role.Key...