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Executive Financial Analyst (Plan Changes)

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State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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This subcontract for an Executive Financial Analyst focuses on performing high-level cost-benefit analyses for prime contractors managing fiduciary service projects for the State of Illinois. The role involves reviewing proposed plan changes and utilizing advanced financial modeling software to determine the financial impacts and cost implications of structural modifications. The final deliverables consist of executive-level reports detailing these analyses. The position is based in Chicago and requires specialized expertise in public sector retirement plan structures. Candidates must hold a CPA or CFA certification to qualify for the role. This opportunity was posted on January 27, 2026, under NAICS code 541611 for the Illinois Human Resources agency.

General Info

CPA/CFA Executive Financial Analyst performing cost-benefit analyses for State of Illinois fiduciary projects.

Agency

Illinois → Human Resources

NAICS

541611 - Administrative Management and General Management Consulting Services

Place of Performance

Chicago, IL, 60601, USA

Set-Aside

NONE

Documents

This scope was carved out of 26-551HDA-HUMTR-B-50882.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

26-551HDA-HUMTR-B-50882 | Creative Planning Small Purchase Sole Source Conditions

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Timeline

PostedJan 27

subcontract

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Organization & Contact Information

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AgencyIllinois → Human Resources

ContactsNo contacts available

OfficeN/A

Organization / AgencyIllinois → Human Resources

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs executive-level cost-benefit analyses regarding plan changes for prime contractors on State of Illinois fiduciary service projects. Reviews proposed plan changes and calculates financial impacts and cost implications of structural changes using advanced financial modeling software. Requires CPA or CFA certification and experience in public sector retirement plan structures. Delivers executive-level cost-benefit analysis reports.

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