Senior Financial Planning Analyst, FP&A

Position Summary

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.
• 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.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA a plus.
• 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.
• Experience with ERP or budgeting software tools (e.g., Workday Adaptive Planning, NetSuite) preferred.
• Experience with visualization and presentation tools (e.g. Tableau, PowerPoint).
• 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.

Benefits

While we offer benefits that you’d expect from any forward-thinking, progressive organization, we offer a lot of extras too, including the standardization of a hybrid working environment. From tuition reimbursement to parental leave, we offer the benefits that you want most.

• Health and Wellness: Medical, dental, and vision insurance*; flexible spending account*; long- term and short-term disability insurance; life/AD&D insurance
• Work/life Balance: 37.5-hour work week with flexible start times; Paid Time Off; Paid parental leave; Hybrid work environment; Paid holidays
• Giving and sharing: 401(k) with matching contribution from CHEST*; Health club and fitness reimbursement; Employee counseling program; Reimbursement for professional memberships; Tuition Reimbursement
• Office perks: Lunch & Learns; Annual Health Fair; Professional development courses; Volunteering opportunities; Annual Holiday Party; In-office “Busy Breaks”

Additional Information

The annual base salary range for this position is USD $88,000 to USD $93,000. This pay range represents base pay only and excludes any additional items such as incentives, bonuses, or other items. CHEST considers factors such as, but not limited to, the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, and market and organizational considerations when extending an offer. CHEST is proud to be an equal opportunity employer and does not discriminate on the basis of race, color, national origin, sex, gender identity, religion, sexual orientation, age, disability, parental status, veteran status, or any other protected status under applicable laws.

At CHEST, our employees come from different backgrounds with various lived experiences and dynamic strengths. We strive to continuously improve our way of working to reflect our commitment to inclusion and equity and build a workforce that reflects the communities that we serve. And that means we need you! Your experiences may only perfectly align with some qualifications listed in the job description. But if you are excited by this position, we highly encourage you to consider still applying. You may be just the right candidate to help us with our mission to improve patient care.