Senior Analyst, Financial Planning & Analysis

Health-Bridge; Chicago (IL); Hybrid; USD 90,000 - 130,000; Full time

Job summary

HealthBridge is seeking a Senior Analyst, Financial Planning & Analysis to own complex financial modeling and post-close performance processes. You will partner with Accounting and department heads to deliver actionable insights and scaling reporting in QuickSight and Excel.

You will lead budgeting, rolling forecasts, scenario planning, and long-range planning, connecting business drivers to financial outcomes in a hybrid environment in Downtown Chicago.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA/CFA is a plus.
• 6-10+ years FP&A, strategic finance, lending, banking, or related experience.
• Demonstrated experience building complex financial models from the ground up.
• Expert-level Excel and extensive Power Query experience.
• Strong Amazon QuickSight experience, including scalable reporting.
• Excellent business partnering with department heads and execs.
• Ability to move between data work, financial modeling, and executive communication.

Responsibilities

• Build, maintain, and improve highly complex financial models for growth, profitability, liquidity, and capital planning.
• Develop and maintain asset-backed lending models including borrowing base, advance rates, and covenants.
• Create operating and portfolio models linking drivers to financial outcomes.
• Use Power Query and Excel to create scalable model inputs and reporting flows.
• Lead monthly post-close management with Accounting and department heads.
• Develop executive reporting in QuickSight and Excel; automate recurring reports.
• Support budgeting, rolling forecasts, scenarios, and long-range planning.

Skills

FP&A expertise

Financial modeling

Excel advanced

Power Query

Amazon QuickSight

Business partnering

Executive communication

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or CFA a plus

Tools

Amazon QuickSight

Power Query

Excel

Job description

Full Time Professional Chicago, Chicago, IL, US

7 days ago Requisition ID: 1134

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.