Director, Financial Planning and Analysis

Family Institute•Chicago, IL

About The Position

The Director of Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for driving financial insight, forecasting accuracy, and data-driven decision-making across the organization. Factoring the complexity and regulations of the education, healthcare, and non-profit industries, this role will partner closely with the executive team and operational leadership to optimize financial performance, support growth initiatives, and ensure long-term sustainability. The Director of FP&A will drive financial analyses in collaboration with the CFO and serve as a thought partner to envision new ways of working. They will embrace TFI’s core values, mission, and vision every day to build stronger teams to meet mission.

Requirements

General knowledge of accounting and budgeting systems, preference for experience with NetSuite, and Workday Adaptive Planning
Proficient in MS Office Word, Excel, PowerPoint and Outlook, preference for experience with PowerBI
Responsible use of AI
Strong attention to detail
Communication skills to include interpersonal, teamwork, and collaboration skills
Problem-solving and analytical skills
Excellent interpersonal skills; customer service oriented
Ability to work independently and meet deadlines in a fast-paced team environment with minimum supervision
Ability to work efficiently and accurately with details and fluctuating work volumes
Bachelor’s degree in accounting, finance, business, or related field
5-7 years of finance or accounting experience
Must be able to compose written reports clearly and effectively
Must be able to be in a stationary position due to attention to computer screen
The ability to communicate information and ideas so others will understand.
Must be able to exchange accurate information in these situations
The ability to observe details at close range (within a few feet of the observer) to perform work-related duties
Must be able to apply established protocols in a timely manner
Must be able to determine solutions to problems
Must be able to operate successfully while handling multiple projects

Nice To Haves

Previous experience in a healthcare and/or Higher Education setting preferred
Preferred previous management experience

Responsibilities

Lead the annual budgeting, long-range planning, and rolling forecast processes
Develop and maintain financial models to support strategic initiatives, operating performance, and targeted capital investments
Provide clear, actionable financial analysis and recommendations to executive leadership
Analyze key drivers of revenue, expense, margin, and cash flow, with a strong understanding of the academic and clinical business models
Oversee monthly variance analysis and performance reporting, translating complex financial data into concise executive-level insights
Partner with academic, clinical and other administrative leaders to support decision-making and improve financial outcomes
Establish and monitor key performance indicators (KPIs) and data dashboards aligned with organizational goals
Ensure consistency, accuracy, and integrity of financial data across budget and reporting systems and applications
Lead, mentor, and develop the FP&A team, fostering a culture of collaboration, accountability, and continuous improvement
Support enterprise initiatives related to cost management, operational efficiency, and value-based care strategies
Apply AI and/or automation tools that streamline or improve processes, efficiency and quality.
Demonstrate an ongoing investment in professional development and in keeping updated on technical knowledge and skills relating to finance and accounting
Perform other duties as assigned by manager for business necessity