Senior Advisor, Financial Planning and Analysis

Company University of Chicago Medical Center
Requisition Post Information* : Posted Date 1 month ago(6/11/2024 9:15 AM)
Job ID
New Position Type
FT Regular
CBA Code

Job Description

Be a part of a world-class academic healthcare system at UChicago Medicine as a Senior Advisor, Financial Planning and Analysis for the Financial Reporting department. This role is a hybrid remote opportunity where the expectation is to come in office as needed. The office location could vary depending on the projects at hand - some travel to UChicago Medicine locations maybe required for this role.


Job Summary:

The Senior Advisor, Financial & Capital Planning will report to the Executive Director, Financial & Capital Planning and will serve as a technical expert to the Finance Department and senior management—including but, not limited to, the CFO, VP, Shared Services, SVP, Ambulatory Services, EVP, Business Development/Chief Strategy Officer, Chief Ambulatory Medical Officer, VP Managed Care and Program Development, VP, Clinical Laboratories, Vice Dean, Administration and Finance, BSD Department Chairs and Executive Administrators—regarding reporting on enterprise-wide revenues and programs, as well as evaluation of strategic initiatives. The Senior Advisor, Financial & Capital Planning will be responsible for the development financial data analytics and reporting across existing UCM lines of business and new acquisitions & partners, forging a common tool kit of metrics and methodologies for evaluating financial performance.


In addition, the Senior Advisor, Financial & Capital Planning will independently manage relationships, projects and engagements with subject matter experts throughout UCM and potential business partners—such as budget & accounting, strategic planning, managed care, legal counsel, bankers & outside consultants—to implement solutions that maximize decision support and management planning value.


Essential Job Functions:

  • Independently develop and manage collaborative relationships within organization to facilitate data acquisition and use of analytical results to improve financial performance
  • Collaborate with Finance Department and across the larger organization to define, streamline, and deploy enterprise-wide reporting tools
  • Manage relationships between UCM Finance, UCM operating units, BSD central finance and departments, Ingalls and Care Network, especially regarding funds flow monitoring and allocation
  • Manage data and analytical requests, projects and initiatives from the CFO, EVPs, SVPs, and VPs across UCMC, BSD, Ingalls, Care Network, and external partnerships
  • Manage relationship between Finance and Strategic Planning departments to identify and prioritize high value business opportunities and better align staff effort with organizational objectives
  • Perform other duties as assigned


Required Qualifications: 

  • Bachelor’s degree (advanced degree preferred) in business, accounting, finance, economics or related discipline with 6 or more years of relevant work experience with increasing responsibility
  • Specific expertise in financial statement analysis, financial modeling, new business pro forma development & performance measurement for health care lines of business such as hospitals, physician practices, ambulatory care centers, etc.
  • Proven expertise in health care financial data (e.g., hospital, physician office) & industry business intelligence tools (e.g., Office, Crystal, Spotfire, Cognos, Tableau, Enuff, cost accounting systems) and their application to financial planning & reporting
  • The Senior Advisor, Financial & Capital Planning will be comfortable presenting to and facilitating discussions with senior management.
  • Aptitude for working successfully in a dynamic, matrix environment with tight timeframes & multiple key customers across the organization
  • Demonstrated skills in all phases of the financial project lifecycle, including communication & consultation on project definition & scope, identification of data sources & obstacles, high-impact analysis & model building, and effective visualization & communication of results & findings to improve senior leadership decision making

Preferred Qualifications: 

  • Healthcare analysis experience
  • pro forma creation (revenue/cost modeling)
  • familiarity with healthcare operations
  • ability to work with operational leaders to understand information and data needed to create analysis.
  • Understanding of different reimbursement methodologies and modeling payments for new services. 

Position Details:

  • Job Type/FTE: Full Time (1.0FTE)
  • Shift: Days 8am- 5pm M-F 
  • Unit/Department: Financial Reporting
  • Location: location could vary depending on the projects at hand
  • CBA Code: Non-Union


Must comply with UCMC’s COVID-19 Vaccination requirement as a condition of employment. If you have already received the vaccination, you must provide proof as part of the pre-employment process. This is in addition to your compliance with the Flu Vaccination requirement as well. Medical and religious exemptions will be considered consistent with applicable law. Lastly, a pre-employment physical, drug screening, and background check are also required for all employees prior to hire.

Why Join Us

We’ve been at the forefront of medicine since 1899. We provide superior healthcare with compassion, always mindful that each patient is a person, an individual. To accomplish this, we need employees with passion, talent and commitment… with patients and with each other. We’re in this together: working to advance medical innovation, serve the health needs of the community, and move our collective knowledge forward. If you’d like to add enriching human life to your profile, The University of Chicago Medicine is for you. Here at the forefront, we’re doing work that really matters. Join us. Bring your passion.


Bring your career to the next level at a hospital that is thriving; from patient satisfaction to employee engagement, we are at the Forefront of Medicine. Take advantage of all we have to offer and #BringYourPassiontotheForefront.

University of Chicago Medicine is growing; discover how you can be a part of this pursuit of excellence at: 


The University of Chicago Medical Center is an equal opportunity employer.  We evaluate qualified applicants without regard to race, color, ethnicity, ancestry, sex, sexual orientation, gender identity, marital status, civil union status, parental status, religion, national origin, age, disability, veteran status and other legally protected characteristics.


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share with your social network

Connect With Us!

Not ready to apply? Connect with us for general consideration.