Director, FP&A, Treasury & Lending Strategy

HealthBridge Inc.; Chicago (IL); Hybrid; USD 150,000 - 190,000; Full time

Job summary

HealthBridge Financial seeks a hands-on Director of FP&A to lead budgeting, forecasting, and long-range planning in a hybrid Chicago setting. You will design KPI frameworks, build sophisticated financial models, and manage lender relationships while guiding executives with data-driven recommendations.

The role emphasizes development of dashboards, scalable FP&A processes, and deep involvement in portfolio profitability, liquidity, and capital strategy.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.
• 10+ years of progressive FP&A, strategic finance, treasury, lending, banking, or specialty finance experience.
• Extensive experience with asset-backed lending and complex lending structures.
• Expert-level Excel and Power Query skills.
• Strong Amazon QuickSight experience.
• Demonstrated experience building complex financial models directly from the ground up.
• Experience designing and implementing KPI frameworks for a scaling business.
• Strong treasury management experience and direct experience managing commercial banking and lender relationships.
• Executive-level communication skills paired with a willingness and ability to perform detailed analytical work personally.

Responsibilities

• Lead budgeting, forecasting, long-range planning, and scenario analysis.
• Build and maintain complex financial models that connect portfolio activity, operating performance, liquidity, and capital structure.
• Evaluate strategic growth opportunities, business cases, and capital requirements.
• Provide executive leadership with clear financial recommendations grounded in detailed analysis.
• Design, define, target, and monitor core financial and operating KPIs for the healthcare receivables finance business.
• Create KPI framework linking portfolio performance, funding economics, operating efficiency, growth, and profitability.
• Develop dashboards and recurring management reporting; lead monthly performance discussions with department heads.
• Own or oversee day-to-day treasury activities and lender relationships.
• Coordinate borrowing activity, covenant monitoring; support financing processes and lender diligence.
• Personally build sophisticated models for asset-backed lending, liquidity, and cash flow.

Skills

Excel

Power Query

AmazonQuickSight

KPI design

Financial modeling

Lender relationships

Treasury

Data automation

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

MBA

CFA

Tools

Amazon QuickSight

Job description

HealthBridge Financial seeks a hands-on Director of FP&A to lead budgeting, forecasting, and long-range planning in a hybrid Chicago setting. You will design KPI frameworks, build sophisticated financial models, and manage lender relationships while guiding executives with data-driven recommendations.

The role emphasizes development of dashboards, scalable FP&A processes, and deep involvement in portfolio profitability, liquidity, and capital strategy.