Director of Financial Planning & Analysis

HealthBridge Financial, Inc.; Chicago (IL); Hybrid; USD 150,000 - 210,000; Full time

Job summary

HealthBridge Financial, Inc. seeks a hands-on Director of FP&A to lead budgeting, forecasting, treasury, and KPI development. This role blends modeling, data analysis, and stakeholder storytelling for executive decision-making, with a focus on asset-backed lending and healthcare receivables finance.

Hybrid work in Downtown Chicago with Tue/Thu in office. The ideal candidate has 10+ years in FP&A/treasury, expert Excel and Power Query, and a track record of building scalable finance processes and

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field; MBA/CFA preferred.
• 10+ years of progressive FP&A, treasury, lending, or related experience.
• Expert-level Excel and Power Query skills.
• Strong experience building complex financial models from the ground up.
• Experience designing KPI frameworks for scaling businesses.

Responsibilities

• Lead budgeting, forecasting, long-range planning and scenario analysis.
• Build complex financial models linking portfolio activity, operating performance and capital structure.
• Design KPI framework and dashboards for visibility and accountability.
• Manage day-to-day treasury activities and relationships with banks and lenders.
• Develop and deliver management reporting and executive-level analyses.

Skills

Leadership

Executive communication

Strategic thinking

Financial modeling

Treasury management

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CFA preferred

Tools

Excel

Power Query

Amazon QuickSight

Job description

Job Title: Director of Financial Planning & Analysis - DFPA

Location: Downtown Chicago, Hybrid Tues/Thurs

Position Summary

HealthBridge Financial is seeking a hands-on Director of FP&A to lead financial planning, performance management, treasury, and lender relationship management. This is a player-coach role for an experienced finance leader who can design the company’s KPI framework, build sophisticated models, manage day-to-day lending relationships, and personally execute the analytical work required to support executive decision-making. The successful candidate will be as comfortable building a model or troubleshooting a data issue as presenting conclusions to senior leadership.

Strategic Financial Planning

• Lead company-wide budgeting, forecasting, long-range planning, and scenario analysis.
• Build andmaintaincomplex 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.

KPI & Performance Management

• Design, define, target, and monitorthe company’s core financial and operating KPIs for a healthcare receivables finance business.
• Create a KPI framework that links portfolio performance, funding economics, operating efficiency, growth, and profitability.
• Develop dashboards and recurring management reporting that make performance visible and actionable.
• Lead monthly performance discussions with department heads and drive accountability for results and corrective actions.

Treasury & Lending Relationships

• Own or oversee day-to-day treasury activities, including liquidity planning, cash visibility, and capital deployment.
• Manage day-to-day relationships with banks and lending partners.
• Coordinate borrowing activity, availability reporting, lender deliverables, and covenant monitoring.
• Maintain and improve asset-backed lending models used to understand borrowing capacity, liquidity, and financing scenarios.
• Support financing processes, lender diligence, renewals, amendments, and other capital structure initiatives.

Modeling, Analytics & Systems

• Personally build sophisticated models supporting asset-backed lending, portfolio profitability, liquidity, cash flow, and strategic initiatives.
• Use extensive Power Query capabilities to automate data preparation and model inputs.
• Build and improve AmazonQuickSightdashboards andreportingworkflows.
• Continuously improve finance systems and processes rather than relying on manual review layers.

Leadership & Operating Style

• Operate as a doer and builder, not solely as a reviewer of others’ work.
• Partner closely with Accounting, Operations, and executive leadership.
• Build scalable FP&A and treasury processes whileremainingdeeply involved in the underlying analysis.
• Develop the capabilities of the broader finance team through strong standards, tools, and operating rhythms.

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 AmazonQuickSightexperience.
• 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 witha willingnessand ability to perform detailed analytical work personally.

What Success Looks Like

• Finance becomes a proactive operating and strategic partner tothe business.
• Company KPIs clearlyidentifywhat is working, what is changing, and where management attention isrequired.
• Leadership has strong visibility into liquidity, borrowing capacity, and lender requirements.
• Lending relationships are managed proactively withaccurate,timelyreportingandstrong communication.
• Forecasting and financial models support confident executive decisions.
• The Director is recognized as both a strategic finance leader and a hands-on executor.