Consultant, Staff Augmentation - Planning and Performance Management

Overview

This role is part of a Staff Augmentation Program offering professional services to software customers, focusing on driving high-quality utilization and adoption of financial planning and performance platform solutions. The position involves working directly with customers in an outsourced capacity, performing financial system administration and financial analysis. This is a newly established business line requiring an entrepreneurial mindset and resilience, supported by an experienced and professional team.

Responsibilities

• Deliver customer service including configuration, auditing, reconciliation, and reporting within Planning and Performance solutions.
• Manage project budgets and timelines while ensuring a high-value customer experience.
• Support financial planning functions such as budgeting, long-range forecasting, capital and business planning, and performance management.
• Conduct detailed analysis and provide proactive recommendations on module configurations.
• Understand customers' accounting, data, and organizational structures.
• Partner with customers to support tool adoption and develop process workflows tailored to organizational nuances.
• Follow standard process workflows for routine administration and audit tasks.
• Serve as the primary point of contact for customers through various communication channels, including emails, video meetings, instant messaging, and potentially in-person travel.

Requirements

• Proven experience in Financial Planning and Analysis, preferably within the healthcare sector.
• Knowledge of accounting principles, financial statements, and financial systems.
• Direct experience with financial planning software applications such as Operating Budgeting, Management Reporting, Strategic Planning, and Capital and Business Planning; experience with StrataJazz is preferred.
• Strong time management skills with the ability to handle multiple projects simultaneously.
• Excellent presentation and listening skills with the ability to provide consultative responses.
• Strong executive presence to manage senior-level relationships.
• Collaborative working style to effectively partner with customer finance teams.
• Growth mindset focused on continuous improvement of programs and customer satisfaction.
• Advanced written and verbal communication skills to interact with diverse internal and external stakeholders.
• Advanced Microsoft Excel skills, including building and working with financial models.

Compensation & Benefits

• Estimated salary range: $70,000 - $90,000, determined based on skill set and experience.
• Eligibility for discretionary variable pay programs.
• Comprehensive benefits package including retirement plans, health and welfare benefits, paid time off, parental leave, life and accident insurance, and other voluntary and well-being benefits.
• Full-time roles are eligible for an annual bonus based on individual and company performance.

Location

• Preferred location is Chicago, IL, with an emphasis on in-person connection and collaboration through regular on-campus events.