Description & Requirements

The Strategy & Finance Healthcare Consulting team empowers senior living providers to deliver quality service, invest in growth, and address workforce challenges-all while meeting the unique needs of their resident's health, wellness and community expectations. In a rapidly evolving landscape, the team brings deep senior living expertise to guide strategic, financial and market planning. Their practical, data-driven approach helps organizations navigate regulatory shifts, financial opportunities and challenges, and operational complexity with confidence and clarity.

What You Will Do:

• Take an active and hands-on approach in executing client engagements, including managing and overseeing the development and enhancement of dynamic financial models for strategic financial planning of new, expanding or repositioning retirement communities or systems.
• Manage prospective reporting and feasibility studies, evaluating the reasonableness and supportability of organization's plans for capital projects for regulatory, strategic and/or financing requirements.
• Oversee comprehensive market research initiatives, providing strategic direction and quality assurance to support both internal planning and client-facing deliverables.
• Review and approve client deliverables, offering detailed feedback to staff on drafting, formatting, and presentation to maintain high standards of quality and professionalism.
• Facilitate and lead high-level client meetings, delegating preparation tasks, documenting key discussion points, and ensuring timely follow-up while coaching staff on effective client communication.
• Provide ongoing mentorship, performance feedback, and training to junior and mid-level staff, fostering a culture of continuous learning, accountability, and professional development.

Minimum Qualifications:

• Bachelor's Degree in Accounting, Economics or Finance
• 5+ years of relevant work experience in the healthcare and/or senior living industry, with a focus on data analytics, financial modeling & reporting
• Excellent client service delivery skills with the ability to manage client needs and deliver on client expectations around project activities, timelines, deliverables, etc.
• Demonstrate ability to organize significant amounts of information and manage multiple assignments on an ongoing basis
• Proficiency with Microsoft Office suite with advanced level skills in Excel required
• Flexibility for travel; travel requirements may increase with career advancement

Preferred Qualifications:

• BA or BS in Accounting, Economics, or Finance, or Healthcare Policy required
• CPA or CPA Candidate preferred

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About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

Illinois Wage Transparency

Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

IL Minimum Salary (USD)

$ 131400

IL Maximum Salary (USD)

$ 219000