Financial Planning Analyst

4 days ago


Chicago, Illinois, United States City of Chicago Full time
Job Summary

We are seeking a highly skilled Financial Planning Analyst to join our team at the City of Chicago. As a key member of our economic development team, you will be responsible for performing financial analysis, preparing recommendations, and leading legislative approval for the City's economic development incentives.

Key Responsibilities
  • Perform financial analysis of proposed development projects, evaluating the financial feasibility of projects, the amount of public funds required, and the economic benefits to the public sector.
  • Manage project development for some City-led development projects, including developing financial estimates, overseeing pre-development planning, and collaborating with other stakeholders.
  • Negotiate redevelopment agreements detailing the terms of the project, including the financing mechanism for the City's payment of eligible costs, and collect all project documentation necessary for redevelopment agreement execution and closing.
  • Make recommendations regarding the City's participation in private development projects, as well as resolve projects with compliance issues, and work to ensure projects achieve resolution.
  • Responsible for the day-to-day management of incentive project pipeline, progressing each project through the internal review and legislative processes, while communicating with supervisor(s) until project closing.
  • Serve as a subject matter expert related to capital structuring, development finance, and general commercial real estate development for all City departments.
  • Provide feedback to developers and applicants regarding applications, projects, and program requirements prior to and following incentive submission deadlines.
  • Assist in proposing, developing, and operationalizing new policies, strategies, or processes that improve the performance of the City's financial incentives.
  • Meet with community and local elected officials to explain proposed redevelopment projects and/or designations in their communities and obtain their support. Meetings may occasionally take place in the evening or on a weekend.
  • Represent the department at various public hearings, special task forces, or other committee meetings to give presentations and explain capital structuring, development finance, and general commercial real estate development or discuss economic development, individual projects, and designation as required.
  • Collaborate with other sections of the department to conduct various reviews (e.g., architectural, construction, compliance) to ensure plans activities are in accordance with the City's plans and policies.
Requirements
  • Graduation from an accredited college or university with a Bachelor's degree in Finance, Business Administration, Accounting, or a directly related field, plus three (3) years of experience in financial analysis, OR
  • Graduation from an accredited college or university with a Master's degree in Finance, Business Administration, Accounting, or a directly related field, plus two (2) years of experience in financial analysis.
Preferred Qualifications
  • Previous experience evaluating commercial real estate development projects and associated financials.
  • Previous experience reviewing pro forma in relation to commercial real estate or commercial loan underwriting.
  • Previous experience in a client-facing or relationship management capacity within the financial services industry.
  • Previous experience with project management of commercial real estate development or other complex projects.


  • Chicago, Illinois, United States Argonaut Management Services, Inc Full time

    Job Title: Financial Planning AnalystArgo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness, and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry.Job Summary:We're seeking a highly motivated and detail-oriented Financial...


  • Chicago, Illinois, United States Chubb Full time

    Job Title: Financial Planning AnalystJob Summary: We are seeking a highly motivated and detail-oriented Financial Planning Analyst to join our team at Chubb. As a key member of our Finance organization, you will play a critical role in supporting our financial cycles, including forecasts and accounting close. Your primary responsibilities will include...

  • Financial Analyst

    3 weeks ago


    Chicago, Illinois, United States Creative Financial Staffing Full time

    {"title": "Senior Financial Analyst", "company": "Creative Financial Staffing", "description": "Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Creative Financial Staffing. As a key member of our finance team, you will be responsible for providing financial analysis and guidance to support business decisions.Key...


  • Chicago, Illinois, United States Argo Group Full time

    Financial Planning AnalystArgo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness, and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry.Our flexible workplace is continuously evolving to ensure all employees feel comfortable...


  • Chicago, Illinois, United States Kaufman Hall Full time

    Financial Planning and Analysis RoleKaufman Hall is seeking a highly motivated and detail-oriented Financial Planning Analyst to join our team. As a Financial Planning Analyst, you will play a critical role in supporting our clients' financial planning and analysis needs. Your primary responsibilities will include analyzing and evaluating financial...


  • Chicago, Illinois, United States Kaufman Hall Full time

    Financial Planning and Analysis Role at Kaufman HallKaufman Hall is seeking a highly motivated and detail-oriented Financial Planning and Analysis professional to join our team as part of the 2025 Kaufman Hall Analyst Program. As a key member of our Financial Planning team, you will work closely with our clients to analyze and evaluate financial statements,...


  • Chicago, Illinois, United States Rise25 Full time

    Job DescriptionRise25 is seeking a highly skilled Financial Planning and Analysis professional to join our team. As a Financial Planning Analyst, you will play a critical role in helping us achieve our business goals by providing financial guidance and support.Key Responsibilities:Develop and maintain accurate financial models and forecasts to inform...


  • Chicago, Illinois, United States KOHLER Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at Kohler. As a key business partner to the VP-KBNA & Digital Experience, you will collaborate to align financial planning with digital transformation goals and provide financial insights to support decision-making.Key ResponsibilitiesDevelop and manage the Systems and...

  • Financial Analyst

    4 weeks ago


    Chicago, Illinois, United States Creative Financial Staffing Full time

    Why Choose This Role?We are seeking a highly skilled Collections Analyst to join our team at Creative Financial Staffing. As a Collections Analyst, you will play a critical role in assisting with month-end close, establishing customer credit worthiness, and providing in-depth analysis on financial statements.Key Responsibilities:Assist with month-end close...

  • Financial Analyst

    2 weeks ago


    Chicago, Illinois, United States Solving IT Full time

    Financial Analyst OpportunitySolving IT, a Woman and LGBTQ+ owned and operated organization, is seeking a talented Financial Analyst to join their team in Chicago, IL. As a key member of the IT capability, you will be responsible for forecasting, planning, and analyzing financial performance.Key Responsibilities:Forecasting and planning financial...


  • Chicago, Illinois, United States Argo Group Full time

    Join Argo Group as a Financial Planning AnalystArgo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness, and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry.We're looking for a self-motivated individual to support the planning,...

  • Financial Analyst

    1 month ago


    Chicago, Illinois, United States Solving IT Full time

    Financial Analyst Job DescriptionSolving IT, a leading provider of IT solutions, is seeking a highly skilled Financial Analyst to join their team in Chicago. As a key member of the finance team, you will be responsible for forecasting, planning, and analyzing financial performance.Key Responsibilities:Develop and maintain financial models to forecast revenue...


  • Chicago, Illinois, United States Harmer Full time

    Senior Financial AnalystHarmer is partnering with a growing CPG client to find a skilled Senior Financial Analyst.This role will be based in Downtown Chicago and will have a hybrid schedule.The ideal candidate will be responsible for managing multiple financial analysis projects simultaneously. At month-end, you will be responsible for budget, projection,...


  • Chicago, Illinois, United States City of Chicago Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at the City of Chicago. As a key member of our department, you will be responsible for performing financial planning, underwriting, and financial analysis of requests for Low Income Housing Tax Credits, Community Development Block Grant (CDBG), HOME Investment Partnerships...


  • Chicago, Illinois, United States The LaSalle Group Full time

    We are seeking an experienced Senior Financial Analyst to join our dynamic finance team at a leading hospital in Chicago.As a Senior Financial Analyst, you will play a critical role as a business partner to both the finance and clinical teams.Your expertise will help shape the hospital's financial strategies, influencing decisions at all levels.Key...


  • Chicago, Illinois, United States Argonaut Management Services, Inc Full time

    Financial Planning and Analysis OpportunityArgo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness, and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry.Our flexible workplace is continuously evolving to ensure all employees feel...


  • Chicago, Illinois, United States Creative Financial Staffing Full time

    Senior Financial AnalystCreative Financial Staffing is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will play a critical role in providing financial insights and analysis to support business decisions.Responsibilities:Develop and maintain financial models to forecast revenue and...

  • Financial Analyst

    4 weeks ago


    Chicago, Illinois, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is a growing financial services company that is looking to add a skilled Collections Analyst to their accounting team. This role will report directly to the Collections Manager and is an excellent opportunity for someone looking to make a meaningful impact in a dynamic and growing company.Why Choose Creative...


  • Chicago, Illinois, United States Brilliant Financial Search - IL Full time

    Job OverviewBrilliant Financial Search is seeking a highly skilled Senior Financial Analyst to join their team on a Contract-to-Hire basis. The ideal candidate will have strong experience with financial reconciliations, VLOOKUPs, and Pivot Tables, as well as a Bachelor's Degree.Key Responsibilities:Reconcile bank and credit card accounts for over 20...


  • Chicago, Illinois, United States Argonaut Management Services, Inc Full time

    Financial Planning AnalystArgo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness, and opportunity. Our flexible workplace is continuously evolving to ensure all employees feel comfortable bringing their whole selves to work, confident in their treatment, recognized for their performance, and provided with...