Senior Consultant, Planning and Performance Management

Strata Decision Technology•Chicago, IL
•$90,000 - $115,000

About The Position

As a Software Implementation Senior Consultant on Strata’s Planning & Performance Management team, you will partner with financial leaders at major health systems to configure and implement Strata’s proprietary cloud-based Capital Planning, Operational Budgeting, and Performance Management solutions. You will help customers align the software with their business needs, define requirements, and apply best practices for financial and capital planning. The role also includes customer training, project risk communication, and contributing to operational improvements and strategic growth initiatives. You will work in an Agile environment and develop familiarity with effective methodologies for implementing high-quality software. Strata’s preferred location for open roles is Chicago, Illinois, and the company values in-person connection through regular on-campus events.

Requirements

  • At least 4 years of full-time experience with ERP systems that include finance applications functionality, such as Lawson/Infor, SAP, PeopleSoft, or Oracle.
  • Strong experience with financial modeling, financial statement analysis, financial reporting, and general accounting concepts.
  • Advanced Excel skills, including Pivot Tables, VLOOKUPs, and IF statements.
  • Experience using SQL or other relational database concepts.
  • Willingness to travel within the United States to customer locations as needed, up to 20–35%.
  • Advanced experience in at least one of the following areas: finance or consulting within the healthcare industry; or software implementation and configuration.

Nice To Haves

  • Prior professional experience using StrataJazz.
  • Project management experience and a demonstrated ability to lead structured initiatives.

Responsibilities

  • Implement StrataJazz planning and performance management solutions for healthcare customers across the United States, aligning implementations to customer-specific business needs.
  • Configure user requirements, validate functionality, develop financial models, build reports, create workflows, and test software features.
  • Help customers define business and technical requirements and advise them on best practices for financial and capital planning processes.
  • Lead virtual and onsite customer training on StrataJazz features and functions.
  • Communicate proactively with internal team members and project managers about project issues and risks, and develop mitigation plans.
  • Contribute to operational improvement and strategic growth initiatives that support scalability and enhance service delivery.
  • Work in an Agile environment and build familiarity with effective software implementation methodologies.
  • Understand Strata’s Healthcare products and how they interconnect to support customers.

Benefits

  • Retirement benefits.
  • Health and welfare benefits.
  • Paid time off.
  • Parental leave.
  • Life and accident insurance.
  • Other voluntary and well-being benefits.
  • Discretionary variable pay programs based on role.
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