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Financial Planning Analyst
4 weeks ago
Kaufman 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 statements, providing support to establish financial model structure, and developing financial projections. You will also be responsible for creating and applying industry-leading solutions to the most challenging strategic and organizational issues facing our clients.
Key Responsibilities:
Analyze and evaluate financial statements, including income statements, balance sheets, and cash flow statements
Provide support to establish financial model structure, collect historic data, and develop financial projections
Create and apply industry-leading solutions to the most challenging strategic and organizational issues facing our clients
Keep apprised of projects to ensure critical milestones are met, timelines are adhered to, and changes are properly communicated
Schedule client meetings, draft agendas, take and circulate meeting notes, and fulfill other client management support roles
Build presentations and completed work product to be presented to clients and Board members
Requirements:
We are seeking highly motivated individuals with a strong history of academic excellence and leadership, personally and professionally. In addition, the successful candidate will possess the following attributes:
Highly intelligent and intellectually curious
Excellent analytical, quantitative, and financial modeling skills
Solid technical and analytical computer skills, including proficiency in Microsoft Excel, PowerPoint, Word, and other analytical tools
Self-motivated; ability to take initiative on assigned project components
Excellent interpersonal skills and good presentation skills
A career-motivated professional who is energetic and possesses a superb work ethic
A high degree of integrity and strong moral and ethical standards
Willingness and ability to travel, sometimes on short notice, on a limited basis
Education:
Bachelor's degree from a top-tier university with a concentration in business, finance, accounting, analytics, economics, and/or healthcare administration is strongly preferred
Work Environment:
This role is based in Chicago and requires occasional travel. Work is regularly performed in a combination of 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.
