Financial Planning - Consulting

Chicago, IL
Full Time
Experienced

Financial Planning

The Organization
We help society’s foundational institutions—healthcare and higher education—to achieve their full potential in service to others.

We are our clients’ trusted partners in ever-changing times. For more than 30 years, Kaufman Hall has provided independent, objective insights grounded in sound data and analysis to help clients fulfill their missions, achieve their goals, and tackle their toughest problems.

Kaufman Hall provides world-class management consulting in strategic financial planning (a concept we created); performance improvement; partnerships, mergers, and acquisitions; and treasury and capital markets. Kaufman Hall’s consulting is supported by a deep foundation of benchmarking and software tools.

At Kaufman Hall, we believe that sustained success is never an accident. It is the result of sound decision making, based on data-driven analysis and disciplined thinking, and guided by the fundamental principles of corporate finance.

Strategic Financial and Capital Planning Services
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. Kaufman Hall believes that strategic planning and financial planning are not discreet activities to be completed through disconnected processes. They are highly interrelated and interdependent disciplines that are the cornerstones of effective organizational and financial management. 

The Position
Kaufman Hall is seeking qualified financial planning professionals to join the team and will provide assistance and/or lead client engagements under the direction of senior leadership.  The initial focus of effort will be preparing and implementing financial and capital plans. Consistent with the integrated, client-based nature of Kaufman Hall’s services, the employee will broaden to include designing comprehensive capital allocation processes and assisting with all aspects of merger, acquisition and divestiture transactions.  In short order, the successful candidate will be expected to manage client relationships along with the day-to-day build of financial models utilizing Hospital Advisor Enterprise, credit analysis and the initial preparation of client presentations. 
Our Level Construct:

  • Associates  
  • Senior Associates   
  • Assistant Vice Presidents 
  • Vice Presidents 
  • Senior Vice Presidents 
  • Managing Directors
Responsibilities
  • Analyze and evaluate financial statements (including income statement, balance sheet and cash flow statement)
  • Prepare credit and debt capacity analyses
  • Maintain knowledge base related to contemporary healthcare industry issues, including but not limited to healthcare reform, government and commercial payor market dynamics, and the capital markets
  • Establish structure, collect historic data and develop financial projections within the Software Suite and develop proficiency in our financial software products
  • Translate complex corporate finance principles and analyses into concise observations and recommendations for a variety of client constituents including, finance professionals, senior management and boards of directors
  • Link strategic plans to corporate finance principles by quantifying and prioritizing key strategic initiatives within a financial context
  • Recognize and identify client needs that fall within Kaufman Hall’s range of service offerings, beyond the Financial Planning practice
  • Generate research in support of thought leadership development efforts of the firm
  • Manage specific engagement tasks and deliverables, including service as primary day-to-day client contact
  • Manage and develop junior staff
Qualifications
The ideal Senior Associate candidate will possess three to six years of experience and an Assistant Vice President candidate will have a minimum of seven years of progressive experience in one or more of the following areas: Consulting, Investment Banking or Private Equity, with significant healthcare financial/capital planning experience; or financial /capital planning experience with a large health care system
  • Excellent technical skills in accounting and finance
  • Excellent quantitative skills and strong financial modeling skills; experienced in thoughtful financial analysis capabilities, including valuation, pro-forma financial modeling and discounted cash flow methodologies
  • A good understanding of net present value analysis; able to evaluate business and economic decisions
  • Excellent analytical skills and the ability to develop business and financial projections
  • Experience developing and writing financial and capital plans
  • Demonstrated project management experience
  • Excellent oral and written communication skills 
  • Ability to interpret data and provide relevant conclusions and recommendations
  • Ability to learn in a fast-paced environment, managing multiple projects with competing priorities  
  • Excellent oral and written communication skills
  • Attention to detail and a commitment to excellence
  • Willingness and ability to travel, at times on short notice
  • Current Permanent US Work Authorization Required
  • Ability to thrive and excel in a matrixed or multi-priority environment with proven ability to collaborate and contribute to the development of strong project teams
  • Advanced skillset in Microsoft Office Tools
  • Current permanent US work authorization required
  • Applicants for employment must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Kaufman Hall (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status)
Education
A bachelor’s degree in accounting, Finance or a related field required.  A CFA or master’s degree in business administration, hospital administration or another related field is preferred but not required.  

Physical Requirements 
  • Must be able to perform essential duties satisfactorily with reasonable accommodations
  • Work is generally done sitting, talking, hearing and typing. Visual acuity to use a keyboard, prepare and analyze data and figures; transcribing, viewing a computer terminal; extensive reading

Work Environment 
  • Travel Required: 10-15%
  • The role is based in Chicago (preferred) or remote 
  • Work is regularly performed in a combination of in office, home office, and client settings and routinely uses standard office equipment
  • It may require the maintenance of a home office and proximity to an airport for work related travel

Kaufman Hall is committed to providing equal opportunity for all employees and applicants. We recruit, hire, train, promote, pay, and administer all employment actions without regard to actual and also perceived or assumed protected group status as defined by law of an individual or that individual’s associates or relatives. Our policies and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status.

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