Financial Planning Specialist
2 weeks ago
Kaufman Hall is seeking a highly skilled Financial Planning and Data Analytics professional to join our team. As a key member of our Financial Planning and Data Analytics practice, you will play a critical role in helping our clients achieve their financial goals and objectives.
Key Responsibilities- Analyze and evaluate financial statements, including income statements, balance sheets, and cash flow statements.
- Prepare credit and debt capacity analyses.
- Maintain a knowledge base related to contemporary healthcare industry issues, including healthcare reform, government and commercial payor market dynamics, and the capital markets.
- Establish structure, collect historic data, and develop financial projections within our software suite.
- 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 and 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.
- Three to six years of 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 healthcare 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.
A bachelor's degree in accounting, finance, or a related field is required. A CFA or master's degree in business administration, hospital administration, or another related field is preferred but not required.
-
Financial Planning Specialist
1 week ago
Chicago, Illinois, United States Adams Street Partners Full timeJob Title: Financial Planning SpecialistAdams Street Partners, a global private markets investment manager, is seeking a skilled Financial Planning Specialist to join their Management Company Accounting Team.Key Responsibilities:Develop dynamic financial models to forecast multiple scenarios and optimize financial resources.Own and maintain the firm's...
-
Chicago, Illinois, United States Financial Services Division Full timeJob SummaryWe are seeking a highly skilled Financial Planning and Analysis professional to join our Financial Services Division. As a key member of our team, you will be responsible for providing financial planning and analysis support to our business units.Key ResponsibilitiesAnalyze and research trends to determine applicable intervention activities.Gather...
-
Financial Planning
4 weeks ago
Chicago, Illinois, United States Cleo Full timeFinancial Planning & Analysis SpecialistLocation: Chicago, IllinoisAbout Cleo:Cleo is a leading provider of cloud integration technology, dedicated to driving business success. Our mission is to empower over 4,000 clients by delivering innovative solutions that facilitate the integration of enterprise applications, enhancing critical workflows and enabling...
-
Financial Planning and Analysis Specialist
3 weeks ago
Chicago, Illinois, United States Canadian Imperial Bank of Commerce Full timeAbout the RoleWe are seeking a talented and passionate Senior Financial Planning and Analysis Specialist to join our Financial Planning and Analysis team at the Canadian Imperial Bank of Commerce.Key ResponsibilitiesSupport the consolidation team in providing both legal entity and Strategic Business Unit (SBU) consolidated views of forecasting, reporting,...
-
Financial Analysis and Planning Specialist
4 weeks ago
Chicago, Illinois, United States Infobip Full timeCompany Overview:Infobip is a leading player in the telecommunications sector, renowned for its innovative approach and commitment to delivering high-quality voice communication solutions globally. Our diverse team of engineers thrives on creativity and collaboration, embodying our core values of integrity and meaningful engagement.Role Overview:As a...
-
Financial Services Specialist
6 days ago
Chicago, Illinois, United States Mesirow Financial Full timeThe Opportunity:Mesirow Financial is a leading independent financial services firm that has been serving clients for over 80 years. Our commitment to excellence and our employee-owned culture have earned us a reputation as one of the best places to work in Chicago.We are seeking a highly skilled and detail-oriented Financial Services Specialist to join our...
-
Financial Planning
4 weeks ago
Chicago, Illinois, United States Lubin Talent Solutions Full timePosition OverviewThe Financial Planning & Analysis Specialist will play a pivotal role in a high-profile global initiative aimed at integrating global real estate financial management into the Corporate Finance framework. This transition will encompass the transfer of personnel and capital assets, with responsibilities including:Global Project Assistance:...
-
Financial Transaction Specialist
6 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAccounts Payable SpecialistCreative Financial Staffing is seeking a detail-oriented and organized Accounts Payable Specialist to join their accounting team. As an Accounts Payable Specialist, you will be responsible for processing and verifying invoices, bills, and expense reports, as well as reconciling discrepancies in invoices and purchase orders.Key...
-
Financial Planning and Analysis Specialist
4 weeks ago
Chicago, Illinois, United States Metropolitan Water Reclamation District of Greater Chicago Full timeJob Title: Budget & Management Analyst Company: Metropolitan Water Reclamation District of Greater Chicago OverviewUnder supervision, engages in the evaluation, formulation, and management of the annual financial plan while conducting organizational, staffing, and procedural studies. Key ResponsibilitiesKey responsibilities encompass essential functions...
-
Financial Planning Specialist
2 weeks ago
Chicago, Illinois, United States Gpac Full timeFinancial Planner RoleWe are seeking a skilled and experienced financial planner to collaborate with our advisory firm. As a financial planner, you will work closely with clients to understand their financial situations and goals, and develop comprehensive financial plans to help them achieve those objectives.Key Responsibilities:Meet with clients to gather...
-
Financial Planning Specialist
2 weeks ago
Chicago, Illinois, United States Gpac Full timeFinancial Planner RoleWe are seeking a skilled and experienced financial planner to collaborate with our advisory firm. As a financial planner, you will work closely with clients to understand their financial situations and goals, and develop comprehensive financial plans to help them achieve those objectives.Key Responsibilities:Meet with clients to gather...
-
Financial Planning Specialist
3 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted provider of innovative financial services and guidance to high-net-worth individuals, families, and institutions.We take pride in our commitment to service, expertise, and...
-
Lead Financial Planning Consultant
4 weeks ago
Chicago, Illinois, United States The University of Chicago Medicine Full timeJob OverviewBecome an integral part of a prestigious academic healthcare institution at The University of Chicago Medicine as a Senior Financial Analysis Specialist within the Financial Reporting division. This position offers a hybrid work model, requiring occasional office presence based on project needs.Position Summary:The Senior Financial Analysis...
-
Financial Planning Specialist
2 weeks ago
Chicago, Illinois, United States Fidelity Investments Full timeJob OverviewFidelity Investments is a leading financial services company that empowers individuals and businesses to achieve their financial goals. We are seeking a skilled Financial Consultant to join our team and provide expert guidance to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial...
-
Financial Planning Specialist
2 weeks ago
Chicago, Illinois, United States Fidelity Investments Full timeJob OverviewFidelity Investments is a leading financial services company that empowers individuals and businesses to achieve their financial goals. We are seeking a skilled Financial Consultant to join our team and provide expert guidance to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial...
-
Financial Planning Specialist
1 week ago
Chicago, Illinois, United States SA Technologies Inc Full timeFinancial Analyst Job DescriptionSA Technologies Inc is seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will play a crucial role in providing financial analysis and support to our facilities and support functions.Key Responsibilities:Provide financial analysis and support to Facilities and support functions.Plan, report, and...
-
Financial Planning Specialist
4 weeks ago
Chicago, Illinois, United States U.S. Environmental Protection Agency Full timeOverview This role is situated within the Superfund & Emergency Management Division, specifically in the Operations Management Branch, focusing on Data and Budget Management. Position Details This is an office-based role, requiring regular attendance at the designated duty station. Eligibility Criteria Individuals with disabilitiesCurrent or former federal...
-
Financial Reporting Specialist
4 weeks ago
Chicago, Illinois, United States Creative Financial Staffing Full timeJob SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our team at Creative Financial Staffing. As an Accounting Professional, you will be responsible for preparing and reviewing financial reports, ensuring accuracy and compliance with regulatory requirements.Key ResponsibilitiesFinancial Reporting: Prepare and review financial...
-
Financial Reporting Specialist
4 weeks ago
Chicago, Illinois, United States Creative Financial Staffing Full timeJob SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our team at Creative Financial Staffing. As an Accounting Professional, you will be responsible for preparing and reviewing financial reports, ensuring accuracy and compliance with regulatory requirements.Key ResponsibilitiesFinancial Reporting: Prepare and review financial...
-
Financial Reporting Specialist
3 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeKey ResponsibilitiesWe are seeking a highly skilled Financial Reporting Specialist to join our team at Creative Financial Staffing.Review and analyze funds' portfolio of investments, including detailed derivatives schedules, to ensure accuracy and compliance.Coordinate the annual investments confirmation process with external auditors for funds' audits,...