Senior Analyst, Financial Planning & Analysis

HealthBridge Financial, Inc.; Chicago (IL); Hybrid; USD 90,000 - 140,000; Full time

Job summary

HealthBridge Financial, Inc. in Downtown Chicago is seeking a Senior Analyst, Financial Planning & Analysis to own complex FP&A modeling, forecasting infrastructure, and post-close performance management.

The role emphasizes hands-on data work and building scalable models rather than reviewing others' outputs. You will lead asset-backed lending models, drive monthly performance packages, and provide decision-useful analyses for leaders, collaborating with Accounting, Operations, and business

Qualifications

• Demonstrated experience building complex financial models from the ground up.
• Excellent business partnering skills and the ability to work directly with department heads on monthly performance.
• Strong analytical skills and ability to translate data into actionable insights.

Responsibilities

• Build, maintain, and continuously improve highly complex financial models supporting growth, profitability, liquidity, and capital planning.
• Develop and maintain asset-backed lending models, including borrowing base mechanics, advance rates, availability, covenant considerations, and scenario analysis.
• Build detailed operating and portfolio models that connect business drivers to financial outcomes.
• Use Power Query and advanced Excel techniques to create repeatable, scalable model inputs and reporting flows.
• Lead the monthly post-close management process in partnership with Accounting and department heads.
• Create and review monthly performance packages that explain actual results, variances, trends, risks, and opportunities.
• Work directly with department leaders to assess performance against budget, forecast, and operating expectations.
• Turn financial results into clear operating actions and follow-up items.
• Develop executive and departmental reporting in Amazon QuickSight and Excel.
• Automate recurring reporting and reduce manual data preparation through Power Query and systems integration.

Skills

Financial modeling

Business partnering

Executive communication

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or CFA a plus

Tools

Excel

Power Query

Amazon QuickSight

Job description

Job Title: Senior Analyst, Financial Planning & Analysis - SR FPA

Location: Downtown Chicago, Hybrid Tues/Thurs

Position Summary

HealthBridge Financial is seeking a highly analytical FP&A professional with deep modeling expertise and experience supporting specialty finance or asset-backed lending businesses. This role will own complex financial modeling, improve the company’s reporting and forecasting infrastructure, and lead a disciplined post-close management process with department leaders and Accounting. The successful candidate will be a builder who is comfortable working directly in the data and models rather than simply reviewing work produced by others.

• Build,maintain, and continuously improvehighly complexfinancial models supporting company growth, profitability, liquidity, and capital planning.
• Develop andmaintainasset-backed lending models, including borrowing base mechanics, advance rates, availability, covenant considerations, and scenario analysis.
• Build detailed operating and portfolio models that connect business drivers to financial outcomes.
• Use Power Query and advanced Excel techniques to create repeatable, scalable model inputs and reporting flows.

Post-Close Performance Management

• Lead the monthly post-close management process in partnership withAccountingand department heads.
• Create and review monthly performance packages that explain actual results, key variances, trends, risks, and opportunities.
• Work directly with department leaders to assess performance against budget, forecast, and operating expectations.
• Turn financial results into clear operating actions and follow-up items.

Reporting & Analytics

• Develop executive and departmental reportinginAmazonQuickSightand Excel.
• Automate recurring reporting and reduce manual data preparation through Power Query and systems integration.
• Create clear, decision-useful analyses for leadership rather than simply distributing financial statements.

Planning & Strategic Finance

• Support annual budgeting, rolling forecasts, scenario modeling, and long-range planning.
• Evaluate new initiatives, product economics, portfolio performance, and capital needs.
• Partner cross-functionallywith Accounting, Operations, and business leaders on financial decision support.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus.
• 6-10+ years of progressive FP&A, strategic finance, lending, banking, or specialty finance experience.
• Demonstrated experience building complex financial models from the ground up.
• Expert-level Excel and extensive Power Query experience.
• Strong AmazonQuickSightexperience, including development of scalable reporting and dashboards.
• Excellent business partnering skills and the ability to work directly with department heads on monthly performance.
• Ability to move fluidly between detailed data work, financial modeling, and executive-level communication.

What Success Looks Like

• Forecasts and models areaccurate, scalable, and trusted by leadership.
• Monthly post-close reviews consistently produce clear explanations and actionable follow-up.
• Department leaders understand their financial performance and take ownership of variances.
• Reporting becomes increasingly automated and less dependent on manual preparation.
• FP&Aprovidesforward-looking insight instead of functioning only as a reporting team.