Director of Financial Planning & Analysis, Chartis
$126.7-190k
+ Bonus
More information about location
Advisory services for the healthcare industry
Be an early applicant
Advisory services for the healthcare industry
1001+ employees
Be an early applicant
$126.7-190k
+ Bonus
More information about location
1001+ employees
Company mission
To improve healthcare and address critical industry priorities like health equity, practitioner burnout, and rural health.
Role
Who you are
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is required
- 8+ years of progressive experience in FP&A, strategic finance, corporate finance, consulting, or related roles, including meaningful experience partnering directly with business leaders
- Strong financial acumen with expertise in forecasting, budgeting, financial modeling, performance analysis, and management reporting
- Proven ability to operate as a strategic business partner and translate financial information into actionable insights
- Strong commercial judgment and the ability to understand the operational drivers behind financial performance
- Experience supporting a multi-business, professional services, consulting, or other human-capital-intensive organization is preferred
- Demonstrated ability to communicate effectively with senior executives and influence decisions without formal authority
- Strong analytical skills and the ability to synthesize complex information into clear executive-level insights
- Comfort working in a growing, evolving environment where processes and capabilities continue to mature
- Advanced proficiency with financial planning, reporting, and analytical tools, with experience in Workday, Adaptive Planning, Tableau, or similar platforms considered a plus
- MBA or other advanced degree is a plus
What the job involves
- Chartis is seeking a Director of Financial Planning & Analysis (FP&A) to join our Finance team
- This role will partner closely with senior leaders across the business to connect strategy, operations, and financial performance
- The Director will help shape business plans, lead forecasting and performance analysis, and provide insights that support growth, profitability, and sound decision-making
- This is an opportunity for a finance leader who enjoys working across functions, building trusted relationships, and turning complex data into clear business direction
- The ideal candidate brings strong analytical and financial planning capabilities, sound judgment, and the ability to influence leaders in a dynamic, growth-oriented environment
- Serve as a trusted finance partner to business and functional leaders, building a strong understanding of strategy, growth priorities, operating drivers, and financial performance
- Translate business priorities into financial targets, operating plans, and measurable outcomes
- Provide insights and recommendations related to growth, profitability, workforce planning, investments, and other key business decisions
- Support strategic and operational discussions with a balanced perspective on performance, talent, and long-term business goals
- Develop clear financial narratives that help leaders understand results, risks, opportunities, and required actions
- Lead financial planning and forecasting for supported areas, including revenue, profitability, headcount, and other key operating drivers
- Partner with leaders to develop annual budgets and longer-term financial plans aligned with strategic priorities
- Challenge assumptions thoughtfully and ensure plans reflect both opportunities and execution risks
- Establish and monitor KPIs that connect commercial activity, delivery performance, workforce capacity, and financial outcomes
- Partner with leadership on initiatives to improve pricing, project economics, resource deployment, and overall profitability
- Help build a scalable finance business-partnering model as the organization continues to grow
- Partner across Finance, Accounting, Talent, Operations, and other functions to improve data quality, reporting, and decision-making
- Develop tools, frameworks, and performance metrics that support consistency while allowing for different business needs
- Coach and develop FP&A team members and contribute to a high-performing finance organization
Our take
Chartis is a healthcare consultancy group that works with providers, payers, investors, technology and retail companies. It helps these organisations to devise strategies and operating models that contribute to reshaping healthcare for the better.
The company addresses challenges surrounding financial sustainability, digital transformation, health equity and value-based care. With more than 2 decades of experience consulting for US healthcare services, Chartis has managed to keep pace with digital innovations and emerging problems.
Part of this ability stems from a series of acquisitions, including that of healthcare payment company Healthscape and medical staff transformation service Greeley. As digitisation within the healthcare industry accelerates, Chartis has grown and evolved, and its 2024 majority investment from Blackstone will help to maintain this pace of growth.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company HQ
River North, Chicago, IL
Leadership
Ken Graboys
(CEO)Previously Senior Partner at CSC Healthcare/APM, Consultant at Telesis and was an Aid Worker for the Peace Corp in the mid-80s.
Ethan Arnold
(Co-Founder & Managing Director)Previously Partner at CSC Healthcare / APM and was a consultant at Coopers & Lybrand Consulting for helathcare.
Christopher Regan
(Managing Director)Previously a Director at APM Incorporated.
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