Hybrid Senior FP&A Director: Strategy, Treasury & Lending

Health-Bridge; Chicago (IL); Hybrid; 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

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.