Financial Planning, Analyst
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 nearly 40 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 Strategy & Business Transformation, Financial Planning & Data Analytics, Treasury & Capital Markets, Mergers & Acquisitions, Revenue & Operations Improvement (previously Performance Improvement).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.
The Position:
Kaufman, Hall & Associates, LLC, is seeking an Analyst to join the Financial Planning team as part of the 2025 Kaufman Hall Analyst Program. 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.The Financial Planning practice is seeking self-motivated, intellectually curious professionals with a genuine interest in healthcare to join our 2025 Kaufman Hall Analyst Program. This provides Analysts interested in financial and capital planning, merger & acquisition transactions, and financial modeling with the opportunity to work with our enterprise-level healthcare clients to help solve some of their most pressing issues. During the course of the Analyst Program, Analysts will be staffed on client engagements and support the delivery of strategic and financial-related services to our clients, working alongside Associates, Senior Associates, AVPs, VPs, SVPs, and Managing Directors.Following an initial three-week training and onboarding period of intensive classroom training on the current healthcare landscape (Healthcare 101) and core skills (Excel, PowerPoint, Power BI), Analysts will be staffed on multiple client engagements.
Primary Responsibilities:
- Supporting multiple Financial Planning engagements at any given time
- Analyze and evaluate financial statements (including income statement, balance sheet and cash flow statements)
- Provide support to establish financial model structure, collect historic data, and develop financial projections
- Creating and applying industry-leading solutions to the most challenging strategic and organizational issues facing our clients
- Keeping apprised of projects to ensure critical milestones are met, timelines are adhered to and changes are properly communicated
- Scheduling client meetings, drafting agendas, taking and circulating meeting notes, and fulfilling other client management support roles
- Building presentations and completed work product to be presented to clients and Board members
- Supporting the needs of the practice beyond client-specific work as required
- Delivering high quality work with integrity
Qualifications:
We are seeking highly motivated individuals with a strong history of academic excellence and leadership, personally and professionally. In addition, the successful candidate will possess the following attributes:
- Highly intelligent and intellectually curious
- Excellent analytical, quantitative, and financial modeling skills
- Solid technical and analytical computer skills including proficiency in Microsoft Excel, PowerPoint, Word, and other analytical tools
- Self-motivated; ability to take initiative on assigned project components
- Excellent interpersonal skills and good presentation skills
- A career-motivated professional who is energetic and possesses a superb work ethic
- A high degree of integrity and strong moral and ethical standards
- Willingness and ability to travel, sometimes on short notice, on a limited basis
- 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:
- Bachelor’s degree from a top tier University with a concentration in business, finance, accounting, analytics, economics and/or healthcare administration is strongly preferred
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: Occasional 0-10%
- The role is based in Chicago
- Work is regularly performed in a combination of 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 travelKaufman 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.
