Senior FP&A Analyst — Lending & Modeling Hybrid

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

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.