2027 Kaufman Hall Analyst Program - Financial Planning Analyst
About The Position
Kaufman Hall is seeking an Analyst to join the Financial Planning team as part of the 2027 Kaufman Hall Analyst Program. 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. The Financial Planning practice is seeking self-motivated, intellectually curious professionals with a genuine interest in healthcare to join our 2027 Kaufman Hall Analyst Program. This provides Analysts interested in financial and capital planning, merger & acquisition transactions, and financial modeling with the opportunity to work with our enterprise-level healthcare clients to help solve some of their most pressing issues. During the course of the Analyst Program, Analysts will be staffed on client engagements and support the delivery of strategic and financial-related services to our clients, working alongside Associates, Senior Associates, AVPs, VPs, SVPs, and Managing Directors. Following an initial three-week training and onboarding period of intensive classroom training on the current healthcare landscape (Healthcare 101) and core skills (Excel, PowerPoint, Power BI), Analysts will be staffed on multiple client engagements.
Requirements
- Highly intelligent and intellectually curious
- Excellent analytical, quantitative, and financial modeling skills
- Self-motivated; ability to take initiative on assigned project components
- Solid technical and analytical computer skills including proficiency in Microsoft Excel, PowerPoint, Word, and other analytical tools
- Excellent interpersonal skills and good presentation skills
- A career-motivated professional who is energetic and possesses a superb work ethic
- A high degree of integrity and strong moral and ethical standards
- Current Permanent US Work Authorization Required
- Willingness and ability to travel, sometimes on short notice, on a limited basis
Nice To Haves
- Bachelor’s degree from a top tier University with a concentration in business, finance, accounting, analytics, economics and/or healthcare administration is strongly preferred
Responsibilities
- Supporting multiple Financial Planning engagements at any given time
- Analyze and evaluate financial statements (including income statement, balance sheet and cash flow statements)
- Provide support to establish financial model structure, collect historic data, and develop financial projections
- Creating and applying industry-leading solutions to the most challenging strategic and organizational issues facing our clients
- Keeping apprised of projects to ensure critical milestones are met, timelines are adhered to and changes are properly communicated
- Scheduling client meetings, drafting agendas, taking and circulating meeting notes, and fulfilling other client management support roles
- Building presentations and completed work product to be presented to clients and Board members
- Supporting the needs of the practice beyond client-specific work as required
- Delivering high quality work with integrity
Benefits
- Comprehensive benefits plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
