Senior FP&A Analyst: Strategic Modeling & Forecasting

HealthBridge Inc.; Chicago (IL); Hybrid; USD 120,000 - 160,000; Full time

Job summary

HealthBridge Inc. in Chicago is seeking a Senior Analyst, Financial Planning & Analysis with deep modeling expertise to own complex FP&A work across growth, liquidity, and capital planning. The role requires building sophisticated models, leading post-close performance reviews, and delivering scalable dashboards in QuickSight.

You will partner with Accounting and business leaders to drive budgeting, forecasting, and strategic finance initiatives, with hybrid in-office days Tue/Thu.

Qualifications

• 6-10+ years in FP&A, strategic finance, lending, banking, or related fields.
• Demonstrated experience building complex financial models from the ground up.
• Expert-level Excel and Power Query experience.
• Strong Amazon QuickSight experience, including scalable dashboards.
• Excellent business partnering with department heads.

Responsibilities

• Build, maintain, and improve highly complex financial models to support growth, profitability, liquidity, and capital planning.
• Develop and maintain asset-backed lending models, including borrowing base mechanics and scenario analysis.
• Create operating/portfolio models linking drivers to financial outcomes.
• Develop executive and departmental reporting in Amazon QuickSight and Excel.
• Lead monthly post-close management with Accounting and department heads.
• Support budgeting, rolling forecasts, scenario modeling, and long-range planning.

Skills

Financial modeling

Advanced Excel

Power Query

Amazon QuickSight

Business partnering

Strategic finance

Education

Bachelor's in Finance

MBA or CFA

Tools

Excel

Power Query

Amazon QuickSight

Job description

HealthBridge Inc. in Chicago is seeking a Senior Analyst, Financial Planning & Analysis with deep modeling expertise to own complex FP&A work across growth, liquidity, and capital planning. The role requires building sophisticated models, leading post-close performance reviews, and delivering scalable dashboards in QuickSight.

You will partner with Accounting and business leaders to drive budgeting, forecasting, and strategic finance initiatives, with hybrid in-office days Tue/Thu.