Director, Financial Planning & Analysis

Chartis•Chicago, IL

3d•Hybrid

About The Position

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.

Requirements

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
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
Must be located in Chicago.

Nice To Haves

Experience supporting a multi-business, professional services, consulting, or other human-capital-intensive organization is preferred
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

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