Senior Associate - Financial Planning & Analysis

About the role

You will own the end to end management of monthly financial reporting for multiple lines of business, ensuring accuracy, consistency, and timely delivery to both internal and external stakeholders. In this position, you will translate complex financial data into clear narratives that explain performance, highlight risk, and reveal opportunity for senior leadership. You will act as a strategic finance partner to line of business leaders, helping them understand the drivers behind their results and the implications of future decisions. You will own key elements of the forecasting and budgeting processes, challenging assumptions and refining revenue, expense, margin, and headcount plans. You will build and maintain trusted relationships with cross-functional teams including technology, consulting operations, marketing, HR, and finance to ensure alignment on goals and outcomes. You will leverage tools and templates to streamline FP&A workflows, reduce manual effort, and improve the integrity of financial information used across the organization. You will own ad hoc analyses that support investment decisions, operational initiatives, and resource planning in a fast paced environment. You will continuously look for ways to enhance reporting, governance, and decision support so that finance becomes a clearer voice for strategy across Chartis.

Key facts

What you'll do

• Execute and own the monthly close for assigned lines of business, preparing financial results, key trends, and variance explanations for business and finance leadership.
• Partner directly with line of business leaders to interpret financial performance, surface underlying risks, and uncover opportunities for improvement and growth.
• Drive the forecasting and budgeting process, updating revenue, expense, margin, and headcount assumptions as business conditions evolve.
• Produce accurate, timely variance analysis, management reporting, and ad hoc financial analysis to support decision making at critical moments.
• Develop and sustain strong relationships with business leaders and cross-functional partners across finance, technology, consulting operations, marketing, HR, and other teams.
• Support strategic finance initiatives related to business performance measurement, investment evaluation, operational initiatives, and long term resource planning.
• Evaluate and enhance FP&A processes, reporting templates, and financial tools to improve clarity, efficiency, and decision support for the organization.
• Collaborate with finance and operations stakeholders to ensure consistency, transparency, and integrity in financial data used across Chartis.
• Serve as a trusted advisor to senior leadership by translating financial outcomes into compelling business narratives and actionable recommendations.
• Contribute to continuous improvement of financial governance, controls, and reporting standards across the firm.

Requirements

• Bachelor's degree is required.
• 3+ years of experience in FP&A, strategic finance, or corporate finance, preferably within a consulting or professional services environment.
• Strong proficiency in Microsoft Excel is required.
• Experience with Workday, Adaptive Insights, and Salesforce is a plus.
• Strong understanding of basic accounting principles and financial statements.
• Extremely detail oriented, accurate, and organized, with a strong commitment to high quality reporting.
• Strong analytical skills, with the ability to interpret financial results, identify trends, and explain key business drivers.
• Clear and precise communicator with the ability to tell compelling stories using financial data.
• Strong interpersonal skills and a demonstrated desire to build trusted relationships with senior leadership and cross functional partners.
• Comfortable operating in a fast paced environment and balancing recurring reporting responsibilities with ad hoc strategic requests.
• Must be located in Chicago. This role will be based in our Chicago office, but will have flexibility in the number of days in office.

Nice to have

• Experience with consulting or professional services environments where client facing finance support is critical.
• Familiarity with healthcare provider, payer, or vendor business models and the unique financial considerations within the US healthcare industry.
• Prior exposure to advisory or transformation initiatives where finance intersects with operations and strategy.
• Comfort working with emerging technologies and data platforms that support insight generation.

Practical notes

This role is based in our Chicago office and requires the successful candidate to be located in Chicago. The position is full time and offers flexibility in the number of days required in the office. There is no specified deadline for applications in this posting. Chartis is an equal opportunity employer and welcomes diverse candidates.