Director, Financial Planning and Analysis at The Family Institute at Northwestern University

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

173626.0

Posted On

26 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning And Analysis, Budgeting, Long-Range Planning, Forecasting, Financial Modeling, Revenue Analysis, Expense Analysis, Cash Flow Analysis, Variance Analysis, Performance Reporting, Data Dashboards, NetSuite, Workday Adaptive Planning, PowerBI, AI Application, Mentoring

Industry

Mental Health Care

Description

Description DEPARTMENT: Professional Services REPORTS TO: Chief Financial Officer LOCATION: Chicago, IL FLSA CLASSIFICATION: [EXEMPT] THE ORGANIZATION Through clinical services, education, and research, The Family Institute at Northwestern University is one of the nation’s leading relationship-based behavioral health organizations committed to strengthening and healing children and adolescents, couples, families, and individuals. When you join The Family Institute, you are joining a team of over 230 collaborators comprised of clinicians, educators, researchers, therapists-in-training, partners, and administrators across three service sites. We are a strong, independent organization focused on advancing the world of behavioral health. Learn more about our culture. THE ROLE The Director of Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for driving financial insight, forecasting accuracy, and data-driven decision-making across the organization. Factoring the complexity and regulations of the education, healthcare, and non-profit industries, this role will partner closely with the executive team and operational leadership to optimize financial performance, support growth initiatives, and ensure long-term sustainability. The Director of FP&A will drive financial analyses in collaboration with the CFO and serve as a thought partner to envision new ways of working. They will embrace TFI’s core values, mission, and vision every day to build stronger teams to meet mission. ESSENTIAL JOB RESPONSIBILITIES Lead the annual budgeting, long-range planning, and rolling forecast processes Develop and maintain financial models to support strategic initiatives, operating performance, and targeted capital investments Provide clear, actionable financial analysis and recommendations to executive leadership Analyze key drivers of revenue, expense, margin, and cash flow, with a strong understanding of the academic and clinical business models Oversee monthly variance analysis and performance reporting, translating complex financial data into concise executive-level insights Partner with academic, clinical and other administrative leaders to support decision-making and improve financial outcomes Establish and monitor key performance indicators (KPIs) and data dashboards aligned with organizational goals Ensure consistency, accuracy, and integrity of financial data across budget and reporting systems and applications Lead, mentor, and develop the FP&A team, fostering a culture of collaboration, accountability, and continuous improvement Support enterprise initiatives related to cost management, operational efficiency, and value-based care strategies Apply AI and/or automation tools that streamline or improve processes, efficiency and quality. Demonstrate an ongoing investment in professional development and in keeping updated on technical knowledge and skills relating to finance and accounting Perform other duties as assigned by manager for business necessity SUMMARY OF QUALIFICATIONS Knowledge and Skills General knowledge of accounting and budgeting systems, preference for experience with NetSuite, and Workday Adaptive Planning Proficient in MS Office Word, Excel, PowerPoint and Outlook, preference for experience with PowerBI Responsible use of AI Strong attention to detail Communication skills to include interpersonal, teamwork, and collaboration skills Problem-solving and analytical skills Excellent interpersonal skills; customer service oriented Ability to work independently and meet deadlines in a fast-paced team environment with minimum supervision Ability to work efficiently and accurately with details and fluctuating work volumes Previous experience in a healthcare and/or Higher Education setting preferred MINIMUM HIRING SPECIFICATIONS Bachelor’s degree in accounting, finance, business, or related field 5-7 years of finance or accounting experience Preferred previous management experience Requirements PHYSICAL AND MENTAL REQUIREMENTS Must be able to compose written reports clearly and effectively Must be able to be in a stationary position due to attention to computer screen The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations The ability to observe details at close range (within a few feet of the observer) to perform work-related duties Must be able to apply established protocols in a timely manner Must be able to determine solutions to problems Must be able to operate successfully while handling multiple projects EQUAL OPPORTUNITY EMPLOYER The Family Institute is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other protected class. We strive to create a working environment that is free of all forms of discrimination and one that promotes human dignity and mutual respect among all staff. We believe every member of our organization enriches our diversity by exposing us to a broad range of ways to understand and engage with the world, to identify challenges, and to discover, design, and deliver solutions. We are committed to creating an inclusive environment for all employees and welcome applications from candidates with disabilities. If you require a reasonable accommodation to participate in the job application or interview process, please direct your inquiries to the HR Team at hr@family-institute.org. Compensation is based on a number of factors, including but not limited to: scope and responsibilities of the position; a candidate’s applicable work experience, key skills and qualifications, as well as internal and external market considerations. The pay range for this full-time, exempt position is $123,842.00 - $173,626.00/year. The Family Institute provides competitive benefits, including health, a 403(b) retirement savings plan, generous time off, and professional development. For a more inclusive list of benefits, please visit our Careers page at https://www.family-institute.org/about-us/careers.

Responsibilities

This strategic finance leader is responsible for driving financial insight, forecasting accuracy, and data-driven decision-making across the organization, partnering closely with executive leadership. Key duties include leading annual budgeting, long-range planning, rolling forecasts, and developing financial models to support strategic initiatives.