14 Financial Planning Analyst jobs in Chicago

Location: Chicago, IL, United States
Date Posted: Aug 31, 2026

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

The Team

The Global AI & Knowledge Organization (GAIKO) is A&M's central engine for AI strategy, enablement, and knowledge infrastructure. Led by the Chief AI & Knowledge Officer, the team bridges firm strategy and frontline delivery, responsible for how A&M adopts, governs, and scales AI across its practices and geographies.

The team's mandate spans the full lifecycle of AI at A&M: from rolling out enterprise tools like Claude to thousands of practitioners across the US, Australia, and Europe, to building the platforms and governance frameworks that ensure AI work is reusable, compliant, and compounding in value over time.

How you will contribute

The GAIKO team is building A&M's enterprise AI capability — governing the tools, connectors, and workflows that consulting teams rely on to deliver client work. The Product Analyst will be the operational backbone of AI tools delivery at A&M, keeping the platform running smoothly, features verified, and users well-supported. Working closely with the Product Manager and business unit leads, this role ensures the day-to-day quality and reliability of AI tools from initial rollout through firm-wide scale.

AI tools only create value if practitioners can access them, trust them, and use them effectively. That means managing rollouts carefully across business units, enabling consulting teams with the context they need to adopt new capabilities, and maintaining rigorous standards for which connectors and integrations are authorized for use. By ensuring that the right tools reach the right teams in a compliant, consistent way, the Product Analyst raises A&M's baseline AI capability across the firm and reduces the risk of ungoverned or inconsistent adoption in the field. This is the person who makes that promise real every day.

This is an excellent opportunity for an analytically strong professional who wants to build expertise at the intersection of AI enablement, knowledge operations, and product support in a leading global consulting firm.

• Support the Product Manager in developing and maintaining the AI tools roadmap, tracking feature delivery milestones and translating priorities into actionable plans
• Monitor and report on performance metrics across AI tools, surfacing adoption trends, usage patterns, and issues to inform decision-making
• Serve as the first line of support for business units on enablement requests, coordinating onboarding, training, and adoption guidance for consulting teams
• Lead day-to-day planning and coordination of feature and connector evaluations, security reviews, and deployment sequencing — ensuring each step meets firm governance and compliance standards before rollout
• Coordinate with support, training, and communications teams on technical issue resolution and deployment execution, ensuring consistent messaging and a smooth experience for end users across the firm
• Work closely with the Product Manager, AI CoE team, and business unit leads to align delivery priorities with practice-area needs and firm-wide enablement goals
• Maintain clear documentation of tool configurations, authorized connectors, evaluation outcomes, and rollout status to support auditability and institutional knowledge
• Design, run, and evaluate POCs/pilots for new tools or features against defined success criteria; make go/no-go recommendations to the Product Director
• Trial new features hands-on as they release; analyze and summarize capabilities, limitations, and fit for A&M workflows
• Build and deliver demos to stakeholders (Product team, business unit leads, practitioners)
• Be a hands-on practitioner: personally build prototypes with AI tools (e.g. Cowork, Code) to redesign internal product and team workflows
• Surface trends and issues to inform Product Director and Product Manager decision-making

Qualifications

Required

• 2–4 years of experience in product operations, business analysis, knowledge management, or a related support function
• Strong analytical skills: comfortable pulling and summarizing usage data, building simple dashboards, and spotting trends
• Hands on experience with AI tools – Prompts, Skills development, Cowork.
• High attention to detail and a process-oriented mindset — you find satisfaction in well-organized, accurate systems
• Clear, professional written communication; able to write user-facing documentation and internal status updates with equal ease
• Hands-on experience using platforms such as Claude, Cowork, ChatGPT, or similar tools in a professional context and a passion for the evolving landscape of enterprise AI capabilities
• Comfortable working across time zones and with global teams

Preferred

• Experience with content governance, asset libraries, or structured knowledge repositories is a plus
• Prior consulting or professional services experience is a plus

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.

The salary range is $80,000 - $95,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

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Culture & Values

At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives. Above all, we value doing the right thing. For those ready to roll up their sleeves, lead with integrity, and be difference makers, this is where it starts.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.