--- title: 'Director, Financial Planning & Analysis at Chartis' canonical: 'https://feeny.ai/job/director-financial-planning-analysis-chartis-chicago-ww00w3ek8ftq' type: 'job' last_seen: '2026-09-14' --- # Director, Financial Planning & Analysis at Chartis - **Company:** Chartis - **Location:** Chicago, IL - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2026-09-14 - **Last confirmed live:** 2026-09-14 - **Apply:** https://jobs.ashbyhq.com/chartis/07fcd793-51ff-4907-a086-bdc58168dfd3 ## Job description ## About Chartis The challenges facing US healthcare are longstanding and all too familiar. We are Chartis, and we believe in better. We work with more than 1,900 organizations annually to develop and activate transformative strategies, operating models, and organizational enterprises that make US healthcare more affordable, accessible, safe, and human. With more than 1,450 professionals, we help providers, payers, technology innovators, retail companies, and investors create and embrace solutions that tangibly and materially reshape healthcare for the better. Our family of brands—Chartis, Jarrard, Greeley, and HealthScape Advisors—is 100% focused on healthcare and each has a longstanding commitment to helping transform healthcare in big and small ways. Believe in better. Chartis has offices in Boston, Chicago, New York, Washington D.C., and Nashville. ## Role Overview 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. ## Responsibilities - 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 ## Qualifications and Desired Skills - 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 - 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. Salary range: The compensation range for this role is $126,667-$190,000 plus a discretionary bonus. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, skills, experience, training, licensure and certifications, practice area, and other business and organizational needs. In addition, Chartis offers several benefits including medical, dental, vision, HSA, FSA, disability insurance, life insurance, 401(k) match, paid time off, wellness stipend, and additional voluntary benefits. At Chartis, we pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different perspectives they provide. We offer equal opportunity employment regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status. ## About Chartis ## Company Overview - **One-liner**: Chartis is a healthcare consulting firm that provides advisory services, analytics, and digital transformation to help providers, payers, and healthcare innovators improve the delivery of care. - **Entity Type**: Private (owned by Blackstone, Inc.) - **Headquarters**: Chicago, Illinois, United States - **Founded**: 2001 - **Founders**: Not publicly available (the firm was established 25 years ago with a mission to improve healthcare delivery) ## Core Business - Primary industry: Healthcare consulting and advisory services - Target customers: Healthcare providers (hospitals, health systems), payers (insurance plans), technology innovators, retail companies, and investors in the healthcare space (B2B, enterprise) - Mission: To improve the delivery of healthcare in the communities served, making U.S. healthcare more affordable, accessible, safe, and human. ## Products & Services - **Strategic Transformation**: Advisory services to help healthcare organizations develop and activate transformative strategies, operating models, and organizational enterprises. - **Performance Transformation**: Consulting focused on financial performance improvement, revenue cycle, and operational efficiency. - **Digital & Technology Transformation**: Guidance on digital strategy, AI adoption, EHR optimization, and technology-enabled care delivery (including the Chartis Leap AI Studio). - **Analytics & Data**: Advanced data, AI, and informatics capabilities to drive insights and outcomes. - **Communications & Change Management** (via Jarrard): Strategic communications for healthcare organizations navigating change. - **Clinical Quality & Patient Safety** (via Greeley): Expertise in peer review, credentialing, and clinical quality improvement. - **Health Plan Advisory** (via HealthScape Advisors): Consulting for health insurers and managed care organizations. ## Market Standing - **Valuation/Market Cap**: Not disclosed (private company; parent Blackstone acquired a stake; specific valuation not publicly available) - **Key Metric**: Annual revenue of approximately $250 million (LinkedIn estimate); serves over 1,900 organizations annually. - **Notable Investors/Partners**: Parent company is Blackstone, Inc. No other publicly listed investors. - **Growth Signals**: Headcount growth of +4.0% YoY (LinkedIn); active job postings up +127.8% year over year; acquired multiple firms (The Greeley Company, Jarrard, HealthScape Advisors, Chi-Matic, Oncology Solutions, Just Health Collective) to expand capabilities. ## Competitive Advantages - **100% Healthcare Focus**: Unlike generalist consultancies, Chartis and its family of brands are entirely dedicated to healthcare, giving deep domain expertise. - **Integrated Multi-Brand Model**: Combines strategic, clinical, operational, communications, and AI capabilities under one umbrella, offering end-to-end solutions. - **Proven Outcomes**: Cited results include $113 million in savings through EHR optimization, a 4.5-day reduction from cancer screening to diagnosis, and $150 million secured annually for health disparities on Chicago’s south side. - **Longevity & Scale**: 25 years in the market with 1,450+ professionals and 1,900+ clients served annually. ## Strategic Focus - Current priorities include expanding AI and digital capabilities (Chartis Leap AI Studio), helping clients navigate the future of care delivery, and addressing health equity. Continued growth through acquisitions and organic hiring is evident. ## Why Work Here - **Culture**: Described as a team of “some of the greatest minds in healthcare” with a shared mission to improve healthcare delivery. Emphasis on collaboration, diversity, equity, inclusion, and belonging. - **Impact**: Opportunity to work directly with C-suite clients and make tangible improvements in healthcare access, affordability, and quality. - **Work Environment**: Hybrid/office presence with multiple U.S. offices (Chicago HQ, Boston, New York, San Francisco, etc.). Remote/hybrid policy not explicitly stated but typical for consulting. - **Perks & Ratings**: LinkedIn employer rating of 4.1/5 (128 reviews), with strong scores for compensation (4.4), culture (4.4), and career development (4.3). Work-life balance rated 3.7. - **Career Growth**: Active hiring with 41 open positions; significant increase in job postings (+127.8% YoY). Common talent sources include Deloitte, Accenture, Huron, and EY. ## Sources 1. [chartis.com](https://www.chartis.com/) 2. [chartis.com/about-chartis](https://www.chartis.com/about-chartis) 3. [chartis.com/about/careers](https://www.chartis.com/about/careers) 4. [linkedin.com/company/the-chartis-group](https://www.linkedin.com/company/the-chartis-group) 5. 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