Chartis Group Case Interview: Complete Guide (2026)

Author: Taylor Warfield, Former Bain Manager and interviewer

Last Updated: June 18, 2026

 

The Chartis Group case interview is a healthcare focused problem solving exercise that tests your structured thinking, quantitative skills, and Excel ability across two to three case rounds. This guide walks through every stage of the Chartis interview process, the verbal and analytic cases you will face, and exactly how to prepare so you walk in ready to win an offer.

 

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Key Takeaways

 

The Chartis Group case interview combines verbal healthcare cases with an Excel based analytic case, so you have to be strong on both qualitative structure and hands on data work to get an offer.

 

  • Chartis is a healthcare only consulting firm founded in 2001 and based in Chicago, so every case has a hospital or health system angle

 

  • The process runs two main rounds: two combined behavioral and case interviews first, then a final round of three interviews

 

  • The final round includes a verbal case, an analytic Excel case, and a behavioral interview with a partner

 

  • The Excel case asks you to answer preset questions using pivot tables and formulas, usually timed around 25 minutes

 

  • Glassdoor rates the interview difficulty at 3.42 out of 5, with roughly 82% of candidates calling it a positive experience

 

  • Offer decisions usually arrive within two to three business days of your final round, faster than most firms

 

What Is the Chartis Group Case Interview?

 

The Chartis Group case interview is a healthcare focused business problem you solve live with an interviewer. It comes in two forms: a verbal case you discuss out loud, and an analytic case you build in Excel. Both test structured thinking, quantitative reasoning, and clear communication, and most candidates face two to three cases across the full process.

 

What sets Chartis apart from a generic case interview is the healthcare lens on every problem. Instead of a soda company entering a new market, your case might involve a hospital trying to cut operating costs or a health system deciding whether to add a new service line.

 

The firm wants people who can think like a consultant and care about healthcare. You do not need a clinical background, but you do need to show genuine interest in the industry and comfort working with messy operational data.

 

What Does the Chartis Group Do?

 

Chartis is a healthcare consulting firm that works exclusively with hospitals, health systems, payers, life sciences companies, and healthcare investors. The firm was founded in 2001 and is headquartered in Chicago.

 

According to Chartis, the firm employs more than 1,450 professionals and works with over 1,900 clients each year. It rebranded from "The Chartis Group" to simply "Chartis" and now operates a family of brands that includes Jarrard, Greeley, and HealthScape Advisors.

 

Its work spans strategy, digital and technology transformation, clinical performance improvement, advanced analytics, and mergers and acquisitions. This matters for your prep because the cases mirror the real work: capacity planning, cost reduction, revenue cycle performance, and service line strategy all show up.

 

One of the smartest moves you can make is reading a few Chartis thought leadership pieces before your interview. The firm explicitly tells candidates to do this, and it gives you the vocabulary to sound credible when a healthcare scenario lands in front of you.

 

What Is the Chartis Group Interview Process?

 

The Chartis interview process runs two main rounds and usually takes three to four weeks from application to decision. The first round is two back to back virtual interviews that blend behavioral and case questions. The final round is three interviews covering a verbal case, an analytic Excel case, and a behavioral interview with a partner.

 

Stage

Format

What to expect

First round

Two 45 minute virtual interviews

Each one combines behavioral questions and a case, run by consultants, engagement managers, or partners

Final round

Three 45 minute interviews, virtual or in office

One verbal case, one analytic Excel case, and one behavioral interview with a Chartis partner

Offer decision

Within two to three business days

Chartis communicates decisions quickly after your final round wraps up

 

What happens in the first round?

 

The first round is two 45 minute interviews, often back to back over Zoom. Each one combines a behavioral conversation with a case, so you have to switch between telling a clean story and solving a problem in the same sitting.

 

The cases here are typically verbal and on the shorter side. Expect a healthcare scenario, a few minutes to structure your approach, and a back and forth where the interviewer feeds you new information as you go.

 

What happens in the final round?

 

The final round steps up the intensity with three separate interviews. You get one verbal case, one analytic case built in Excel, and one behavioral interview led by a partner.

 

Some candidates interviewing for specific practices, like revenue cycle, report two cases tied to that practice area plus a behavioral. If you are recruiting for a specialized team, ask your recruiter what the cases will focus on so you can prepare the right way.

 

What Types of Cases Does Chartis Use?

 

Chartis uses two case types: the verbal case and the analytic case. The verbal case is a healthcare business problem you talk through with an interviewer. The analytic case is a timed data exercise you solve in Excel.

 

The verbal case

 

The verbal case looks a lot like a standard consulting case, with a healthcare twist. You might be asked how a hospital can reduce emergency department wait times, whether a health system should expand a cardiology service line, or how a provider can improve a struggling part of its operations.

 

Your job is to clarify the objective, build a structure, work through the analysis, and deliver a recommendation. Many of these cases lean on familiar case types like profitability and operations, so the fundamentals you already know carry over directly.

 

Strong candidates connect the math back to the patient and the business. Saving a hospital 2 million dollars is good, but explaining how that money frees up capacity for more patients is what makes an interviewer lean in.

 

Case interviews are central to landing a Chartis offer. If you want to learn case interviews quickly, my case interview course walks you through proven strategies in as little as 7 days.

 

The analytic case in Excel

 

The analytic case is what makes Chartis different from most firms. You are given a dataset and a set of preset questions, and you answer them by building pivot tables and formulas in Excel, usually within about 25 minutes.

 

This is not a trick test of obscure functions. Candidates describe it as relatively basic on the Excel side, with most of the difficulty coming from working quickly and, in remote formats, controlling the interviewer's computer while you talk through your logic.

 

Two things win this round: neatness and a clear audit trail. Label your tables, keep your tabs organized, and show your work so the interviewer can follow exactly how you reached each answer.

 

The numbers move fast here, so sharpen your case interview math and get comfortable reading a messy table without freezing. Practicing with real datasets in Excel beforehand is the single best thing you can do for this stage.

 

You will also be expected to interpret what the data means, not just calculate it. Being able to read graphs and charts and pull out the so what quickly separates the candidates who get offers from those who stall.

 

What Behavioral Questions Does Chartis Ask?

 

Chartis weaves behavioral questions into both rounds and dedicates a full final round interview to them with a partner. Expect classic prompts about teamwork, leadership, handling challenges, and why you want to work in healthcare consulting.

 

A common opener is a question like "tell me about a time you faced a challenge and how you overcame it." The firm cares deeply about cultural fit, so your answers should show collaboration, ownership, and a real reason for choosing healthcare.

 

The most reliable way to answer these is the STAR method, which keeps your stories tight and easy to follow. Have three or four flexible stories ready that you can adapt to whatever the interviewer asks.

 

You should also nail your "why Chartis" and "why healthcare" answers. Generic enthusiasm falls flat, so tie your reasons to specific parts of the firm's work or a personal connection to the industry.

 

If behavioral interviews are your weak spot, my fit interview course covers 98% of the questions you will get in a few hours.

 

What Does Chartis Look For in a Case Interview?

 

Chartis interviewers evaluate the same core skills that every top firm screens for, with extra weight on data fluency and healthcare interest. In my experience interviewing candidates at Bain, the people who stand out are not the flashiest talkers but the ones who stay structured under pressure.

 

  • Structure: the ability to break a messy healthcare problem into clear, logical buckets before diving into numbers

 

  • Quantitative skill: fast, accurate math and real comfort manipulating data in Excel under a time limit

 

  • Communication: explaining your thinking out loud so the interviewer can follow every step of your logic

 

  • Business judgment: connecting your analysis back to what actually matters for a hospital or health system

 

  • Healthcare interest: a credible, specific reason for wanting to work in healthcare rather than generic consulting

 

How Do You Prepare for the Chartis Group Case Interview?

 

The best preparation blends standard case practice with Excel drills and healthcare context. Having coached hundreds of candidates into consulting offers, I have seen these six steps move people from shaky to offer ready.

 

Tip #1: Master the case fundamentals first

 

Before anything healthcare specific, get comfortable with core case interview frameworks and the standard case flow. Strong fundamentals in structuring, math, and recommendations carry you through most of the verbal case.

 

Tip #2: Practice the Excel analytic case directly

 

Do not skip the part that scares most candidates. Pull a sample dataset, set a 25 minute timer, and practice answering questions with pivot tables and formulas until it feels routine.

 

Tip #3: Learn the healthcare context

 

Read a handful of Chartis thought leadership pieces and learn the basics of how hospitals and health systems make money. Understanding terms like service lines, capacity, and revenue cycle lets you sound like an insider.

 

Tip #4: Prepare your behavioral stories

 

Write out three or four stories covering leadership, teamwork, and overcoming a challenge. Polishing how you introduce yourself and why you want healthcare consulting pays off in every round.

 

Tip #5: Do live practice with a partner

 

Cases feel completely different when someone is reacting to you in real time. Run mock cases out loud with a friend, a peer, or a coach who can pressure test your structure and push back on weak logic.

 

If you want sharper feedback, my interview coaching pairs you one on one with a former Bain interviewer who can pinpoint exactly what is holding you back.

 

Tip #6: Get your application materials right

 

None of this matters if you cannot land the interview in the first place. A sharp consulting resume that highlights analytical and quantitative wins gives you the best shot at getting through Chartis screening.

 

How Much Does the Chartis Group Pay?

 

Chartis pays competitively for a healthcare specialized firm, with compensation rising sharply as you move up. Based on Glassdoor data as of 2025, base salaries range from roughly 80,000 dollars for an Analyst to around 222,000 dollars for an Engagement Manager.

 

Role

Average base salary

Estimated total pay

Analyst

~$80,000

Varies with bonus

Associate Consultant

~$109,000

$93,000 to $153,000

Consultant

~$128,000

$113,000 to $172,000

Engagement Manager

up to ~$222,000

Varies with bonus

 

These figures are estimates that move with location, experience, and bonus, and Chartis employees rate their overall compensation and benefits around 4.2 out of 5 on Glassdoor. Pay in major hubs like New York tends to sit on the higher end of each range.

 

Cracking the Chartis Group case interview comes down to one thing more than any other: practicing the verbal and Excel cases until both feel automatic. Start with the case fundamentals, drill the analytic case directly, and you will walk into your final round ready to compete for an offer.

 

Frequently Asked Questions

 

How hard is the Chartis Group case interview?

 

Candidates on Glassdoor rate the Chartis interview difficulty at 3.42 out of 5, with about 82% describing the experience as positive. The cases are healthcare focused and fair, but the Excel analytic case adds a layer that surprises candidates who only practice verbal cases.

 

How many rounds are in the Chartis Group interview process?

 

Most candidates go through two main rounds. The first is two back to back 45 minute virtual interviews that combine behavioral and case questions. The final round is three 45 minute interviews covering a verbal case, an analytic Excel case, and a behavioral interview with a partner.

 

Does the Chartis Group use an Excel test in its case interview?

 

Yes. The final round includes an analytic case where you answer preset questions by analyzing a dataset in Excel using pivot tables and formulas. Candidates report it is timed at about 25 minutes, and interviewers care that your work is neat and easy to follow.

 

What kind of cases does the Chartis Group give?

 

Chartis uses two case types. The verbal case is a healthcare business problem you discuss out loud, often involving a hospital or health system. The analytic case is a data exercise you solve in Excel. Both pull from real healthcare challenges like cost reduction, capacity, and revenue cycle performance.

 

How long does the Chartis Group interview process take?

 

The full process typically takes three to four weeks from application to decision. After your final round, Chartis aims to communicate offer decisions within two to three business days, which is faster than most consulting firms.

 

How much does the Chartis Group pay?

 

Based on Glassdoor data as of 2025, Associate Consultants at Chartis earn an average base salary around 109,000 dollars, Consultants around 128,000 dollars, and Engagement Managers up to roughly 222,000 dollars. Analysts start near 80,000 dollars in base pay before bonuses.

 

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