926 Financial Planning jobs in the United States

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Location: Chicago, Illinois

Business Unit: Rush Medical Center

Hospital: Rush University Medical Center

Department: Fincl Planning-Decision Suppt

Work Type: Full Time (Total FTE between 0.9 and 1.0)

Shift: Shift 1

Work Schedule: 8 Hr (8:00 AM - 4:30 PM)

Rush offers exceptional rewards and benefits. Learn more at our Rush benefits page.

Pay Range: $79,081 - $100,838 per year

Pay is determined by various factors including education, experience, skills, and market data. Offers may vary.

Summary: The Department of Financial Planning and Decision Support is a data-driven team supporting decision-making across Rush. The role involves financial analysis, planning, budgeting, and forecasting. Responsibilities include data compilation, issue identification, supporting decision-makers, and maintaining efficiency and quality in work.

Required Qualifications:

• Bachelor's Degree in Business (Accounting or Finance)
• Five years of experience in financial analysis or planning, or equivalent
• Proficiency in Microsoft Office, especially Excel, PowerPoint, Outlook; Access a plus
• Experience with problem-solving, analytics, and data mining
• Strong communication skills
• Motivated, confident, eager to learn
• Team player
• Advocates for inclusion

Preferred Qualifications:

• Experience in large healthcare systems

Responsibilities:

• Prepare routine management reports
• Coordinate data submission for benchmarking and productivity
• Support EPIC transactional cube and Cogito Star DataMart reporting
• Monthly data loads and dashboard development
• Support budget processes and reforecasts
• Provide training and support to departments
• Perform other duties as assigned

Rush is an equal opportunity employer, evaluating applicants without regard to protected characteristics.

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Hospitals and Healthcare

The Financial Planning Consultant plays a pivotal role in advancing financial planning adoption and excellence across U.S. Bank Wealth Management. This strategic role will partner closely with wealth management teams, field leaders, and other stakeho Financial Planning, Consultant, Financial, Planning, Leadership, Management, Banking

The Financial Planning Consultant plays a pivotal role in advancing financial planning adoption and excellence across U.S. Bank Wealth Management. This strategic role will partner closely with wealth management teams, field leaders, and other stakeho Financial Planning, Consultant, Financial, Planning, Leadership, Management, Banking

SUMMARY
The FP&A Analyst plays a critical role in financial planning, forecasting, and strategic decision-making for AMPP and its affiliates. Responsibilities include managing budgeting, forecasting, financial modeling, variance analysis, and performance reporting. The analyst works closely with management and serves as the primary contact across business units.

Reporting to the CFO, this role requires analytical skills, independence, and proactive problem-solving. The analyst partners with leadership to provide insights into revenue, expenses, bookings, and investment opportunities to support company strategies.

Essential Duties and Responsibilities include:

• Conduct complex financial analysis and reporting.
• Lead budgeting, forecasting, and financial planning processes.
• Analyze performance metrics and provide insights.
• Support ROI evaluations and variance analysis.
• Assist in financial reviews and presentations.
• Refine budgeting processes annually.
• Provide forecasts and partner with sales for pipeline analysis.
• Manage ARR tracking and reporting.
• Develop financial models, dashboards, and KPIs.
• Monitor financial results and variances.
• Perform ad hoc analysis for leadership.
• Coordinate with business units and support financial reporting.
• Identify automation opportunities and system improvements.
• Ensure data accuracy and system integration.
• Oversee cash flow and working capital.
• Identify operational efficiencies and cost savings.
• Provide global financial insights and ensure compliance.
• Develop KPIs and communicate insights to stakeholders.
• Conduct business reviews and resource optimization.
• Lead cost-benefit analyses and operational efficiency initiatives.

Supervisory Responsibilities: None.

Requirements:

• Self-guided problem solver with solution development skills.
• Experience in financial modeling and reporting.
• Strong analytical skills and data interpretation.
• Adaptability in dynamic environments.
• Experience with budgeting, forecasting, and variance analysis.
• Ability to develop financial statements and projections.
• Familiarity with financial software and industry best practices.
• Effective communication and collaboration skills.

Travel: Occasional, up to 5%.

Education & Experience:

• Bachelor's degree in finance, accounting, or related field.
• Minimum 5 years FP&A experience.
• Knowledge of accounting principles.
• MBA or CGMA preferred.

Proficiency in financial analysis, Microsoft Office, ERP systems, and strong communication skills. Ability to work in fast-paced environments and handle multiple priorities.

Standard office environment with typical physical demands. Moderate noise level. Reasonable accommodations available.

AMPP provides equal employment opportunities and maintains a respectful, harassment-free workplace. Contact HR at for accommodations.

2 weeks ago Be among the first 25 applicants

• Minimum three (3) years experience in a leadership role with or without direct reports.
• Bachelor's degree in finance, business, or related field.
• Minimum six (6) years of Financial Planning & Analysis experience or directly related business experience.
• Additional equivalent work experience in a related field may substitute for the degree requirement.

• Previous recent healthcare industry experience in financial roles.
• Proficient in Excel for financial modeling, analysis, and reporting.
• Proficient in accounting principles and statements, including general ledger and income statement.
• Two (2) years supervisory experience.
• Three (3) years of experience interacting with senior leadership (e.g., Director level and above).

Why Join Us? InstantServe offers a dynamic work environment where you can make a significant impact on the healthcare industry. We provide competitive compensation, opportunities for professional growth, and a supportive team culture. All your information will be kept confidential according to EEO guidelines.

• Internship

• Contract

• Finance and Sales

• IT System Data Services

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PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Role Summary:

The Financial Planning Associate will be responsible for various financial operations, including developing budgets, forecasts, and financial models that support the company's strategic goals and providing expense analysis and support to help make informed business decisions. A particular area of focus for this role includes supporting PIMCO's sustainability and environmental data collection and reporting requirements. As a successful team member and contributor, you must have a high level of integrity, work well under pressure in a rapidly changing environment, and meet rigorous deadlines while maintaining accuracy. You will be self-motivated, self-directed, and confident with a collaborative approach.

As a global firm, many projects and tasks require close coordination with different teams and colleagues across the globe. Therefore, strong teamwork, collaboration, and communication skills across stakeholders (both inside and outside of the finance function) are essential. As the industry and our business continue to evolve and become more complex, a solutions-oriented mindset and the ability to adapt and think flexibly are essential.

Responsibilities:

The key responsibilities include, but are not limited to:

• Responsible for the preparation and reporting of financial results.

• Coordinate across departments to collect, analyze, and report on sustainability data (e.g., energy consumption, travel emissions, waste, water usage, and paper consumption).

• Assist with preparing annual operating plans/budgeting and forecasting. This includes planning for and leading discussions with business leaders (e.g., department heads) andproviding insight and detailed analysis on departmental spending.

• Provide analysis on operating expenses, revenue, and headcount.

• Prepare monthly reports, conduct detailed analyses, and provide valuable insights in a timely manner. This includes communicating the results of assigned functions with respective business leaders.

• Serve as liaison between various teams.

• Assist in the documentation and maintenance of policies and procedures to ensure compliance and efficient operations.

• Proactively identify and implement opportunities for process improvement to enhance efficiency and effectiveness.

• Undertake special projects, ad-hoc reporting and analysis, and any other duties as assigned to contribute to the team and organization's success.

About You:

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

• Demonstrate the ability to work both independently and collaboratively within a team environment.

• Apply critical thinking skills to approach problem-solving from a comprehensive perspective.

• Possess a curious and proactive mentality, being a quick learner and adaptable to acquiring new processes, concepts, and skills.

• Exhibit flexibility in adapting to shifting priorities, managing deadlines, and supporting multifaceted initiatives in a fast-paced environment.

• Display outstanding organizational skills, including the ability to multitask and handle competing priorities effectively.

• Deliver assigned responsibilities with meticulous attention to detail and use effective interpersonal and communication skills.

• Embrace change and new technology, being proactive in finding opportunities for process improvement.

• Embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, which drive our dedication to delivering the best to our clients and each other.

Position Requirements:

• Experience as a Financial Analyst or in a similar role.

• Bachelor's degree in Finance, Accounting, or a related field.

• Advanced proficiency in Microsoft Office Suite, particularly Excel with expertise in using PIVOT tables, VLOOKUP, and higher-level functions.

• Strong analytical and critical thinking skills for effective and autonomous problem-solving.

• Familiarity with ESG reporting frameworks and regulations (e.g., CSRD) is highly desired.

• Experience with Oracle EPM Cloud Planning, Alteryx, Python, and ERP systems like SAP is highly desired.

• Excellent written and verbal communication skills to engage professionally with individuals at all levels.

• Strong commitment to delivering high-quality work accurately and on time.

• Effective in responding to inquiries from management and maintaining positive relationships with internal and external contacts.

• Strong sense of urgency, exceptional organizational skills, and the ability to prioritize and balance multiple tasks with strict deadlines.

• Ability to collaborate effectively in a team environment while also being self-sufficient in achieving business objectives.

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex deb Financial Planning, Associate, Financial, Planning, Operations, Skills, Business Services