Sr Financial Planning & Analysis Analyst

Job Summary

The Senior Analyst, Financial Planning & Analysis (FP&A) will play an important role within the finance team by supporting CareAllies’ financial planning, forecasting, and reporting processes. This individual will focus on core FP&A activities including budgeting, forecasting, monthly actuals reporting, and variance analysis, while partnering closely with Accounting to support the month-end close and ensure financial data integrity. This role will support key organizational financial initiatives, including integration (short-term), long-range planning, and financial systems. This position will report to and work closely with the Manager of FP&A and will collaborate with various functional executive leaders across the organization (VP of FP&A, Market Finance, functional leaders, etc).

Requirements

• Bachelor’s Degree in Accounting, Finance, Economics, Business, or related field
• 5+ years of experience in FP&A, accounting, or a related financial role
• Strong financial analysis skills, including budgeting, forecasting, and variance analysis
• Proficiency in MS Office Applications with emphasis on advanced MS Excel skills
• High attention to detail, integrity, and commitment to accurate, evidence-first work
• Must be intellectually curious and highly analytical; willing to dive-in and learn within areas not previously exposed to
• Data focused with ability to work with large datasets and financial models
• Independent, proactive problem solver with a team-oriented mindset
• Strong organizational and time management skills with ability to manage multiple priorities
• Strong written, verbal, and interpersonal communication skills
• Ability to effectively communicate financial concepts to finance and non-finance stakeholders
• Positive attitude with a desire to learn, develop, and grow within FP&A
• Supports open, inclusive culture that encourages collaboration and continuous improvement

Preferred Requirements

• Experience supporting month-end close and working closely with Accounting teams
• Experience owning consolidated company budget / forecasting cycles and working cross-functionally with budget owners
• Exposure to healthcare, insurance, or value-based care environments
• Experience working in a small, fast-paced, or growing organization
• Familiarity with financial systems, reporting tools, or consolidation platforms

Location: Chicago, IL