Senior FP&A Architect - Asset-Backed Lending & Growth

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

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