Director, Financial Planning & Analysis

About Chartis The challenges facing US healthcare are longstanding and all too familiar. We are Chartis, and we believe in better. We work with more than 1,900 organizations annually to develop and activate transformative strategies, operating models, and organizational enterprises that make US healthcare more affordable, accessible, safe, and human. With more than 1,450 professionals, we help providers, payers, technology innovators, retail companies, and investors create and embrace solutions that tangibly and materially reshape healthcare for the better.

Our family of brands—Chartis, Jarrard, Greeley, and Health Scape Advisors—is 100% focused on healthcare and each has a longstanding commitment to helping transform healthcare in big and small ways. Believe in better.

Chartis has offices in Boston, Chicago, New York, Washington D.C., and Nashville.

Role Overview Chartis is seeking a Director of Financial Planning & Analysis (FP&A) to join our Finance team. This role will partner closely with senior leaders across the business to connect strategy, operations, and financial performance. The Director will help shape business plans, lead forecasting and performance analysis, and provide insights that support growth, profitability, and sound decision-making.

This is an opportunity for a finance leader who enjoys working across functions, building trusted relationships, and turning complex data into clear business direction. The ideal candidate brings strong analytical and financial planning capabilities, sound judgment, and the ability to influence leaders in a dynamic, growth-oriented environment.

Responsibilities Serve as a trusted finance partner to business and functional leaders, building a strong understanding of strategy, growth priorities, operating drivers, and financial performance

Translate business priorities into financial targets, operating plans, and measurable outcomes

Provide insights and recommendations related to growth, profitability, workforce planning, investments, and other key business decisions

Support strategic and operational discussions with a balanced perspective on performance, talent, and long-term business goals

Develop clear financial narratives that help leaders understand results, risks, opportunities, and required actions

Lead financial planning and forecasting for supported areas, including revenue, profitability, headcount, and other key operating drivers

Partner with leaders to develop annual budgets and longer-term financial plans aligned with strategic priorities

Challenge assumptions thoughtfully and ensure plans reflect both opportunities and execution risks

Establish and monitor KPIs that connect commercial activity, delivery performance, workforce capacity, and financial outcomes

Partner with leadership on initiatives to improve pricing, project economics, resource deployment, and overall profitability

Help build a scalable finance business-partnering model as the organization continues to grow Partner across Finance, Accounting, Talent, Operations, and other functions to improve data quality, reporting, and decision-making

Develop tools, frameworks, and performance metrics that support consistency while allowing for different business needs

Coach and develop FP&A team members and contribute to a high-performing finance organization

Qualifications and Desired Skills Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is required8+ years of progressive experience in FP&A, strategic finance, corporate finance, consulting, or related roles, including meaningful experience partnering directly with business leaders

Strong financial acumen with expertise in forecasting, budgeting, financial modeling, performance analysis, and…