Senior Financial Planning Analyst, FP&A

Position Summary

CHEST is seeking a highly motivated and experienced Senior Financial Analyst to lead critical components of the financial planning and analysis (FP&A) and pricing functions. This individual will be instrumental in supporting the annual budgeting and forecasting cycle, multi-year strategic planning, pricing strategy assessments, and delivering financial insights that guide decision‑making across the organization.

The ideal candidate will possess a strong financial background, excellent analytical skills, and a strategic mindset, along with the ability to communicate effectively across cross‑functional teams.

• Demonstrate a passion for crushing lung disease and embody CHEST values: honor the team, act with integrity, leverage strengths, cultivate innovation, and have serious fun.
• Drive the annual budgeting process, monthly reporting, forecasting, and long‑range strategic financial planning efforts.
• Develop and maintain financial models, dashboards, and reporting tools that deliver actionable insights to leadership.
• Prepare presentations for senior leadership, the Finance Committee and the Board of Regent meetings.
• Serve as a strategic finance partner to cross‑functional leaders, influencing decisions on investments, growth opportunities and cost optimization.
• Manage pricing analyses for products and services to inform value‑based decisions and margin optimization.
• Assist business owners with competitive analysis, demand assumptions, and monitoring key performance metrics.
• Perform scenario planning, sensitivity analysis, and ad hoc reporting and analysis in support of business development and strategic initiatives.
• Monitor KPIs and assist in developing strategies to improve overall financial performance.
• Research, recommend and implement process improvements to increase the efficiency, accuracy, and clarity of financial operations.
• Collaborate with stakeholders to ensure financial plans align with organizational goals.
• Lead financial evaluation for the business case development on new products, including pricing strategy, margin expectations, and ROI analyses.
• Serve as the primary system administrator for the company’s budgeting and forecasting platform, overseeing system configuration, user security, reporting and functionality enhancements.
• Identify and pursue opportunities to drive revenue growth, improve profitability and enhance financial visibility across the organization.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA a plus.
• 4–6 years of relevant experience in FP&A, corporate finance, or strategic analysis, demonstrating experience owning financial processes and influencing business decisions.
• Strong proficiency in Microsoft Excel (including advanced formulas and advanced modeling) and the Microsoft Office suite.
• Experience with ERP or budgeting software tools (e.g., Workday Adaptive Planning, Net Suite) preferred.
• Experience with visualization and presentation tools (e.g. Tableau, PowerPoint).
• Strong analytical and problem‑solving skills with a high attention to detail.
• Demonstrated process improvement mindset and initiative to challenge the status quo.
• Excellent verbal and written communication skills, with the ability to explain financial concepts to non‑financial audiences.
• Proven ability to build relationships, influence outcomes, and work collaboratively in a team environment.
• High level of intellectual curiosity and the ability to learn new concepts quickly.
• Ability to manage multiple priorities and meet deadlines in a dynamic environment.
• Ability to accommodate periodic travel.
• Ability to adhere to CHEST's hybrid work schedule, which includes 2 days per week work‑from‑home, and 3 days per week onsite at CHEST headquarters in Glenview. Tuesday and Wednesday are CHEST's anchor days, and a 3rd onsite will be decided between employee and supervisor.

• Health and Wellness:
  Medical, dental, and vision insurance*; flexible spending account*; long‑term and short‑term disability insurance; life/AD&D insurance
• Work/life Balance: 37.5‑hour work week with flexible start times;
  Paid Time Off;
  Paid parental leave;
  Hybrid work…