Phil Healy Chicago
Senior Analyst, Renewable Energy
Phil Healy is a senior analyst based in Chicago, specializing in the financial services sector. He is known for his expertise in multistate tax services, fund finance, and international finance operations. Raised in a multicultural household with a Brazilian mother and an American father, he grew up speaking English, Portuguese, and French fluently. This unique linguistic background has shaped his personal and professional outlook, fostering an appreciation for diversity and global perspectives he has carried throughout his career.
Educational Background
Phil’s academic journey began at the University of Notre Dame, where he enrolled in 2014. He pursued a Bachelor of Business Administration in Accounting and majored in French, combining his passion for business with his interest in language and culture. At Notre Dame, he was an active participant in student life. He worked at the university’s student radio station, WVFI (Voice of the Fighting Irish), where he helped produce content and engage with the campus community. He also volunteered with the Boys and Girls Club of St. Joseph County, demonstrating a commitment to community service from a young age. He further honed his leadership skills as a Notre Dame squash club member, balancing academics with extracurricular activities.
In 2018, Phil graduated from Notre Dame with his Bachelor’s degree. Eager to deepen his expertise in accounting and finance, he continued his studies at the University of Notre Dame’s Mendoza College of Business, where he earned a Master’s degree in Accountancy, specializing in Tax Services. His academic journey equipped him with the technical knowledge and analytical skills that would prove invaluable in his professional career.
Professional Experience
Phil’s professional career began in 2019 when he joined Deloitte Tax in Chicago as a tax consultant. In this role, he specialized in multistate tax services, advising clients on the complexities of state and local tax regulations. His responsibilities included reviewing corporate and partnership tax returns, focusing on multistate issues. He was tasked with providing technical reviews of various tax documents, including estimated payments, withholding taxes, and investor packages. He also managed client relationships, working directly with tax teams and controllers to ensure clients met their tax compliance obligations.
Phil’s strong performance and technical expertise earned him a promotion to senior tax consultant in early 2021. In his new position, he took on additional responsibilities, including supervising tax consultants and interns, coordinating workflow, and ensuring that projects were completed on time. His ability to navigate complex tax laws and provide insightful advice helped Deloitte maintain its reputation as one of the world’s leading professional services firms. His time at Deloitte was foundational, providing a solid grounding in tax planning, due diligence, and state tax legislation.
In 2021, Phil transitioned to a new role at GCM Grosvenor, a leading private equity firm in Chicago. He maintained accounting ledgers for private equity funds and investment vehicles as a fund finance analyst. He worked on reviewing quarterly financial statement valuations, capital calls, distributions, and reconciling cash balances. He also collaborated with co-investment partners to manage expense accruals, payments, and foreign translation adjustments.
Phil’s work at GCM Grosvenor involved significant interaction with other departments, including treasury, legal, client services, and tax management. He played a key role in supporting the firm’s investment and client relationship teams, ensuring that the financial operations of private equity funds were handled smoothly and efficiently. His ability to navigate the complexities of private equity fund management gave him a broader understanding of the financial services industry and prepared him for his next career.
In early 2023, Phil took on a senior analyst role at Invenergy LLC, a global leader in renewable energy. At Invenergy, he focused on international finance operations, where he prepared budgets and cash flow projections for renewable energy projects. He worked closely with local and global business units to manage variances, update cash flow forecasts, and support deal structures such as acquisitions, divestitures, and joint ventures. This position allowed him to leverage his financial expertise while working on high-impact projects that supported global sustainability efforts.
In addition to his core responsibilities, Phil managed internal financial transactions for Invenergy’s international operations. This included handling capitalizations, dividend payments, intercompany loans, and bank account reconciliations for global projects. His role was critical in ensuring that the company’s financial systems were aligned across regions, which was significant in supporting strategic decision-making.
Community Involvement and Volunteer Work
Phil’s commitment to serving others is evident in his professional life and volunteer work. Throughout high school and college, he devoted time to various community organizations. He volunteered at the Gilda’s Club of Chicago’s cancer support center, providing emotional support to individuals and families affected by cancer. This early experience sparked his desire to continue giving back to the community.
While at Notre Dame, Phil expanded his volunteer efforts, working with the OC Carmichael Jr. Youth Center’s Boys and Girls Club in St. Joseph County, Indiana. He chose to forgo an internship between his junior and senior years to volunteer at the L’Arche Center, a nonprofit organization that supports adults with intellectual disabilities. He has continued his charitable work in Chicago by supporting Brave Space Alliance, a Black trans-led LGBTQ+ center on the South Side of Chicago that provides critical services to marginalized communities.
Personal Life
Phil is passionate about sports, music, and animals outside his professional and volunteer activities. He is a dedicated fan of Chicago’s major sports teams, including the Cubs, Bears, Bulls, and Blackhawks. He is also a loyal Brazilian national soccer team supporter and enthusiastically follows their games.
Music plays a vital role in Phil’s life as well. He has played the piano since childhood and produced music on a home recording setup since high school. Recently, he has expanded his musical abilities by learning to play the guitar, combining his love for music with his creative pursuits.
Phil’s love for animals, particularly cats, is also a significant part of his life. He has two cats, whom he adores, and enjoys spending time with them at home.
Phil Healy’s career in Chicago in financial services, commitment to community service, and diverse personal interests make him a well-rounded and dedicated individual. His strong analytical skills, leadership capabilities, and passion for helping others define his professional and personal identity.
Portfolio : https://philhealychicago.com/
