Director of Financial Planning & Analysis

Health-Bridge; Chicago (IL); On-site; USD 180,000 - 240,000; Full time

Job summary

HealthBridge seeks a hands-on Director of FP&A to lead financial planning, performance management, treasury, and lender relationships. This player-coach role demands building KPI frameworks, complex models, and presenting insights to senior leadership.

The ideal candidate has 10+ years in FP&A, treasury, and lending, with expert Excel and Power Query skills and experience in asset-backed lending and KPI design.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.
• 10+ years of progressive FP&A, treasury, lending, or related experience.
• Experience with asset-backed lending and complex lending structures.

Responsibilities

• Lead strategic financial planning, budgeting, forecasting, and long-range planning.
• Design and implement KPI frameworks linking portfolio, liquidity, and profitability.
• Develop dashboards and management reporting for senior leadership.
• Oversee treasury activities, liquidity planning, and lender relationships.
• Build sophisticated financial models supporting lending and growth initiatives.

Skills

Excel

Power Query

Amazon QuickSight

KPI design

Financial modeling

Lender relations

Education

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

MBA or CFA preferred

Tools

Excel

Power Query

Amazon QuickSight

Job description

Director of Financial Planning & Analysis

Full Time Senior Management Chicago, Chicago, IL, US

7 days ago Requisition ID: 1132

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.