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Senior Consultant, Advisory Services - Planning & Performance Management at Strata Decision Technology
Chicago, ILFull-timeADVISORY SERVICESPosted 2 months ago
Apply with PipelineAbout the Role
<p><span style="font-size: 12pt;"><strong>How You’ll Make an Impact</strong></span></p>
<p>As a Senior Consultant on our Planning & Performance Management (PPM) Advisory Services team, you’ll partner with healthcare organizations to help them adopt and optimize StrataJazz® solutions for financial planning, forecasting, budgeting, and performance management.</p>
<p>You’ll guide customers in translating data into actionable insights, shaping planning processes, and establishing the workflows and structures needed to support effective decision-making. This role blends advisory, facilitation, and structured execution to help organizations improve financial performance and operational alignment.</p>
<h2><span style="font-size: 12pt;">What You’ll Do</span></h2>
<ul>
<li>Partner with customers to understand goals, priorities, and current state processes to help define the scope and approach for advisory engagements</li>
<li>Facilitate working sessions and discussions to align on planning processes, performance management practices, and key decisions</li>
<li>Translate financial and operational data into clear insights and actionable recommendations</li>
<li>Help design and refine planning processes, including budgeting, forecasting, and performance review processes</li>
<li>Develop and deliver roadmap materials, presentations, and documentation for stakeholders across finance and operational leadership</li>
<li>Advise on how to effectively leverage StrataJazz® PPM capabilities, including data structure, workflow design, and integration considerations</li>
<li>Support elements of engagement execution, including information gathering, process documentation, and coordination of deliverables</li>
<li>Provide guidance on change management, including communication approaches, training support, and adoption best practices</li>
<li>Coordinate timelines, milestones, and engagement activities to ensure work progresses effectively</li>
<li>Collaborate with internal partners across product, delivery, and account teams to ensure alignment and consistency in recommendations</li>
</ul>
<h2><span style="font-size: 12pt;">What We’re Looking For</span></h2>
<ul>
<li>3–5+ years of experience in healthcare finance, FP&A, performance management, or healthcare consulting</li>
<li>Strong ability to translate financial or operational data into meaningful insights and recommendations</li>
<li>Strong background in Microsoft excel</li>
<li>Experience supporting financial planning processes such as budgeting, forecasting, or performance management</li>
<li>Ability to lead discussions, facilitate alignment, and communicate clearly across a range of stakeholders</li>
<li>Experience with process improvement, change management, or system adoption initiatives</li>
<li>Understanding of financial concepts such as financial statements, cost accounting, and service line reporting</li>
<li>Strong organization and project coordination skills</li>
<li>Willingness to travel within the U.S. as needed (up to ~35%)</li>
<li>You’d Really Wow Us If You Have:
<ul>
<li>Experience working within a health system FP&A or financial planning team</li>
<li>Experience in healthcare consulting or advisory services</li>
<li>Familiarity with Strata’a planning or performance management platforms</li>
<li>Experience presenting insights using visualization tools such as Tableau or Power BI</li>
<li>Experience using SQL or other relational database systems</li>
</ul>
</li>
</ul>
<p><strong>Estimated Salary Range: $90,000-110,000<br><br></strong>Actual salary will be determined based on factors including, but not limited to, skill set and level of experience. This salary range is a good faith estimate of base pay. Strata also provides discretionary variable pay programs based on role. In addition, Strata provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, parental leave, life and accident insurance, and other voluntary and well-being benefits.<strong><br></strong></p><div class="content-conclusion"><p><span data-contrast="auto">Find out more about Strata benefits <a href="https://www.canva.com/design/DAEuy0aEIMM/z5m3idieTm89CTo-uhx7TA/view?utm_content=DAEuy0aEIMM&utm_campaign=designshare&utm_medium=link&utm_source=editor" target="_blank">here</a>. </span></p>
<p><strong><span data-contrast="auto">How we work:<br></span></strong>Our preferred location for open roles is Chicago, IL. We value in‑person connection and regularly host on‑campus events to create meaningful opportunities for our team to build relationships and collaborate </p>
<p><strong><span data-contrast="auto">Thinking about applying?</span></strong> <br><span data-contrast="auto">Research shows that women and underrepresented groups tend to apply to jobs only when they check every box on a job posting. If you’re currently reading this and hesitating to click “Apply” for that reason, we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience. <br><br></span><span data-contrast="auto">Should you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please reach out to [email protected].</span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><strong><span data-contrast="auto">Here @ Strata…</span></strong> <br><span data-contrast="auto">Our culture is driven by our people solving problems together. We embrace learning, collaboration, and continuous career growth. Together, we lift our customers, our products, our company, and our community. </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><span data-contrast="auto">We believe that each of our team member’s unique perspectives and experiences is what drives innovation and positive change. Our individual differences are what make us a more forward-thinking organization. We foster a culture of inclusion, equity and belonging, regardless of race, religion, disability, sex, sexual orientation, gender identity or national origin. </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> <br><br><strong>Our Core Values:<br></strong><span class="NormalTextRun SCXW230645974 BCX0">While we celebrate what makes each member of our team unique, our core values are what connect us. They set </span><span class="NormalTextRun SCXW230645974 BCX0">clear expectations for how we approach our work and how each of us can positively influence the experience of our team and our customers.<br></span></span></p>
<ul>
<li>We connect with positive intent.</li>
<li>We are helpful.</li>
<li>We own it.</li>
<li>We get better every day.</li>
<li>We are humble.</li>
</ul></div>
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