- Associates
- Senior Associates
- Assistant Vice Presidents
- Vice Presidents
- Senior Vice Presidents
- Managing Directors
- Analyze and evaluate financial statements (including income statement, balance sheet and cash flow statement)
- Prepare credit and debt capacity analyses
- Maintain knowledge base related to contemporary healthcare industry issues, including but not limited to healthcare reform, government and commercial payor market dynamics, and the capital markets
- Establish structure, collect historic data and develop financial projections within the Software Suite and develop proficiency in our financial software products
- 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 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
- 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
- Current Permanent US Work Authorization Required
- 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
- Current permanent US work authorization required
- Must be able to perform essential duties satisfactorily with reasonable accommodations.
- Work is generally done sitting, talking, hearing and typing. Visual acuity to use a keyboard, prepare and analyze data and figures; transcribing, viewing a computer terminal; extensive reading.
- Travel Required: 10-15%
- The role is based in Chicago (preferred) or remote.
- Work is regularly performed in a combination of in 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.
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Financial Planning
Found in: Appcast Linkedin GBL C2 - 4 days ago
Press Ganey Chicago, United StatesHighly motivated and detail-oriented FP&A Analyst with 2 years of experience seeking to leverage strong analytical and financial modeling skills to contribute to a dynamic team. Proven ability to manage multiple tasks, ensure data accuracy, and collaborate effectively to support ...
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Financial Planning
Found in: ZipRecruiter Test10P US C2 - 2 days ago
Kaufman Hall & Associates LLC Chicago, United StatesJob Description · Job DescriptionFinancial Planning · The Organization · We help society's foundational institutions—healthcare and higher education—to achieve their full potential in service to others. · We are our clients' trusted partners in ever-changing times. For more than ...
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Financial Planning
Found in: Lensa US 4 C2 - 2 days ago
Kaufman Hall Chicago, United StatesFinancial Planning · The Organization · We help societys foundational institutionshealthcare and higher educationto achieve their full potential in service to others.We are our clients trusted partners in ever-changing times. For more than 30 years, Kaufman Hall has provided in ...
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Financial Planning
Found in: Lensa US 4 C2 - 3 days ago
Kaufman Hall Chicago, United StatesFinancial Planning · Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements. · The Organization · We help society's foundational institutions—healthcare and higher education—to achieve ...
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Financial Planning
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Abridge Al, Inc Chicago, United StatesAbridge was founded in 2018 with the mission of powering deeper understanding in healthcare. Our AI-powered platform was purpose-built for medical conversations, improving clinical documentation efficiencies while enabling clinicians to focus on what matters most-their patients. ...
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FINANCIAL PLANNING ANALYST
Found in: Lensa US 4 C2 - 5 days ago
City of Chicago Chicago, United StatesFINANCIAL PLANNING ANALYST - EXCLD (Economic Development) Job Number: · Description · JOB ANNOUNCEMENT · FINANCIAL PLANNING ANALYST-EXCLD (Economic Development) · DEPARTMENT OF PLANNING & DEVELOPMENT · Bureau of Economic Development · Number of Positions: 4 · Starting Salary: $ ...
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Senior Financial Planning
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Banner Solutions Chicago, United StatesWe are seeking a highly skilled Senior Financial Planning & Analysis Analyst with a specialized focus on revenue generation modeling to join our dynamic team. As a key member of the Finance department, you will lead the development and maintenance of sophisticated financial model ...
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Financial Planning Analyst
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Manta Resources Chicago, United StatesJob Description · Job DescriptionThe Financial Planning Analyst is responsible for providing objective and comprehensive analytical support, financial modeling, coordinating variance analysis, and conducting special project work to track company's performance. This role will repo ...
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Financial Planning Analyst
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MRINetwork Jobs Chicago, United StatesJob Description · Job Description · The Financial Planning Analyst is responsible for providing objective and comprehensive analytical support, financial modeling, coordinating variance analysis, and conducting special project work to track company's performance. This role will ...
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Manager, Financial Planning
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Adtalem Chicago, United States Full timeCompany Description · About Adtalem Global Education · Adtalem Global Education is a national leader in post-secondary education and leading provider of professional talent to the healthcare industry. Adtalem educates and empowers students with the knowledge and skills to become ...
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Senior Financial Planning
Found in: Lensa US 4 C2 - 6 days ago
Flexan Chicago, IL, United StatesJob Description · Job Description · Job Title: FP&A Director Job Level: Professional · Reports to: VP FP&A FLSA: Exempt Job Summary: The FP&A Analyst will lead financial planning, analysis for Flexan with accountability for influencing business decisions aligned to the ...
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Financial Planning Analyst
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Rise25, LLC Chicago, United StatesJob Details: · Want to help entrepreneurs all over the world build life-changing relationships and inspiring content? Through done-for-you podcast services, we help businesses grow, expand their outreach, and leave a lasting legacy. · Job Description: · We are looking for a re ...
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Strategic Financial Planning
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CBIZ Chicago, United StatesAbout our Business CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focu Financial Planning, Analytics ...
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Manager, Financial Planning
Found in: Lensa US 4 C2 - 3 days ago
Adtalem Global Education Chicago, United StatesCompany Description · About Adtalem Global Education · Adtalem Global Education is a national leader in post-secondary education and leading provider of professional talent to the healthcare industry. Adtalem educates and empowers students with the knowledge and skills to become ...
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FINANCIAL PLANNING ANALYST
Found in: One Red Cent US C2 - 5 days ago
City of Chicago Chicago, United StatesFINANCIAL PLANNING ANALYST - EXCLD (Economic Development) Job Number: · Description · JOB ANNOUNCEMENT · FINANCIAL PLANNING ANALYST-EXCLD (Economic Development) · DEPARTMENT OF PLANNING & DEVELOPMENT · Bureau of Economic Development · Number of Positions: 4 · Starting Salary: $86 ...
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FINANCIAL PLANNING ANALYST
Found in: Lensa US 4 C2 - 1 day ago
City of Chicago Chicago, United StatesFINANCIAL PLANNING ANALYST - EXCLD (Economic Development) · Job Number: · 395444 · Description · JOB ANNOUNCEMENT · FINANCIAL PLANNING ANALYST-EXCLD (Economic Development) · DEPARTMENT OF PLANNING & DEVELOPMENT · Bureau of Economic Development · Number of Positions: 4 · ...
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Manager, Financial Planning
Found in: Lensa US 4 C2 - 2 days ago
Diverse Lynx Chicago, United StatesAs the Manager, Financial Planning & Analysis (FP&A) you will oversee our forecasting and financial planning function, providing extensive business partnering and financial support to our Life Insurance and Investment teams. Your team of forward thinkers will perform analysis on ...
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COG Financial Planning
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Strategic Financial Planning
Found in: Lensa US 4 C2 - 4 days ago
CBIZ Private Equity Advisory Chicago, United StatesAbout our Business · CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, busine ...
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Financial Planning Analyst
Found in: Lensa US 4 C2 - 4 days ago
VetJobs Chicago, United StatesJob Description · City of Chicago Department of Planning & Development (DPD) · Under direction, performs financial analysis, monitoring, and compliance for the City's economic development incentives, including Tax Increment Financing (TIF), Neighborhood Opportunity Fund (NOF), p ...
Financial Planning - Chicago, United States - Kaufman Hall
Description
Financial Planning
The Organization
We help society's foundational institutions—healthcare and higher education—to achieve their full potential in service to others.We are our clients' trusted partners in ever-changing times. For more than 30 years, Kaufman Hall has provided independent, objective insights grounded in sound data and analysis to help clients fulfill their missions, achieve their goals, and tackle their toughest problems. Kaufman Hall provides world-class management consulting in strategic financial planning (a concept we created); performance improvement; partnerships, mergers, and acquisitions; and treasury and capital markets. Kaufman Hall'sconsulting is supported by a deep foundation of benchmarking and software tools.At Kaufman Hall, we believe that sustained success is never an accident. It is the result of sound decision making, based on data-driven analysis and disciplined thinking, and guided by the fundamental principles of corporate finance.
Strategic Financial and Capital Planning Services:
Since introducing the concept of corporate finance-based planning to the healthcare field in 1983, Kaufman Hall has prepared hundreds of strategic financial and capital plans for hospitals and healthcare systems nationwide. Kaufman Hall's breadth and depth of experience has enabled clients to manage their strategic financial and capital planning and decision–making processes efficiently and effectively. Our approach to strategic and financial planning is grounded in a deep understanding of both the healthcare industry and the capital markets. Kaufman Hall believes that strategic planning and financial planning are not discreet activities to be completed through disconnected processes. They are highly interrelated and interdependent disciplines that are the cornerstones of effective organizational and financial management.
The Position
Kaufman Hall is seeking qualified financial planning professionals to join the team and will provide assistance and/or lead client engagements under the direction of senior leadership. The initial focus of effort will be preparing and implementing financial and capital plans. Consistent with the integrated, client-based nature of Kaufman Hall's services, the employee will broaden to include designing comprehensive capital allocation processes and assisting with all aspects of merger, acquisition and divestiture transactions. In short order, the successful candidate will be expected to manage client relationships along with the day-to-day build of financial models utilizing Hospital Advisor Enterprise, credit analysis and the initial preparation of client presentations.
Our Level Construct:
Responsibilities:
Professional Qualifications:
The ideal Senior Associate candidate will possess three to six years of experience and an Assistant Vice President candidate will have a minimum of seven years of progressive 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 health care system
Education
A Bachelor's degree in Accounting, Finance or a related field required. A CFA or Master's degree in business administration, hospital administration or other related field is preferred but not required.
Physical Requirements
Work Environment
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.