Senior Financial Planning Analyst, FP&A
About The Position
CHEST is seeking a highly motivated and experienced Senior Financial Analyst to lead critical components of the financial planning and analysis (FP&A) and pricing functions. This individual will be instrumental in supporting the annual budgeting and forecasting cycle, multi-year strategic planning, pricing strategy assessments, and delivering financial insights that guide decision-making across the organization. The ideal candidate will possess a strong financial background, excellent analytical skills, and a strategic mindset, along with the ability to communicate effectively across cross-functional teams. Essential Functions Demonstrate a passion for crushing lung disease and embody CHEST values: honor the team, act with integrity, leverage strengths, cultivate innovation, and have serious fun.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 4–6 years of relevant experience in FP&A, corporate finance, or strategic analysis, demonstrating experience owning financial processes and influencing business decisions.
- Strong proficiency in Microsoft Excel (including advanced formulas and advanced modeling) and the Microsoft Office suite.
- Strong analytical and problem-solving skills with a high attention to detail.
- Demonstrated process improvement mindset and initiative to challenge the status quo.
- Excellent verbal and written communication skills, with the ability to explain financial concepts to non-financial audiences.
- Proven ability to build relationships, influence outcomes, and work collaboratively in a team environment.
- High level of intellectual curiosity and the ability to learn new concepts quickly.
- Ability to manage multiple priorities and meet deadlines in a dynamic environment.
- Ability to accommodate periodic travel.
- Ability to adhere to CHEST's hybrid work schedule, which includes 2 days per week work-from-home, and 3 days per week onsite at CHEST headquarters in Glenview. Tuesday and Wednesday are CHEST's anchor days, and a 3rd onsite will be decided between employee and supervisor.
Nice To Haves
- MBA or CPA a plus.
- Experience with ERP or budgeting software tools (e.g., Workday Adaptive Planning, NetSuite) preferred.
- Experience with visualization and presentation tools (e.g. Tableau, PowerPoint).
Responsibilities
- Drive the annual budgeting process, monthly reporting, forecasting, and long-range strategic financial planning efforts.
- Develop and maintain financial models, dashboards, and reporting tools that deliver actionable insights to leadership.
- Prepare presentations for senior leadership, the Finance Committee and the Board of Regent meetings.
- Serve as a strategic finance partner to cross-functional leaders, influencing decisions on investments, growth opportunities and cost optimization.
- Manage pricing analyses for products and services to inform value-based decisions and margin optimization.
- Assist business owners with competitive analysis, demand assumptions, and monitoring key performance metrics.
- Perform scenario planning, sensitivity analysis, and ad hoc reporting and analysis in support of business development and strategic initiatives.
- Monitor KPIs and assist in developing strategies to improve overall financial performance.
- Research, recommend and implement process improvements to increase the efficiency, accuracy, and clarity of financial operations.
- Collaborate with stakeholders to ensure financial plans align with organizational goals.
- Lead financial evaluation for the business case development on new products, including pricing strategy, margin expectations, and ROI analyses.
- Serve as the primary system administrator for the company’s budgeting and forecasting platform, overseeing system configuration, user security, reporting and functionality enhancements.
- Identify and pursue opportunities to drive revenue growth, improve profitability and enhance financial visibility across the organization.
Benefits
- Medical, dental, and vision insurance; flexible spending account; long- term and short-term disability insurance; life/AD&D insurance
- 37.5-hour work week with flexible start times; Paid Time Off; Paid parental leave; Hybrid work environment; Paid holidays
- 401(k) with matching contribution from CHEST; Health club and fitness reimbursement; Employee counseling program; Reimbursement for professional memberships; Tuition Reimbursement
- Lunch & Learns; Annual Health Fair; Professional development courses; Volunteering opportunities; Annual Holiday Party; In-office “Busy Breaks”
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
