Job Title: Director of Financial Planning & Analysis - DFPA
Location: Downtown Chicago, Hybrid Tues/Thurs
Position SummaryHealthBridge Financial is seeking a hands-on Director of FP&A to lead financial planning, performance management, treasury, and lender relationship management. This is a player-coach role for an experienced finance leader who can design the company's KPI framework, build sophisticated models, manage day-to-day lending relationships, and personally execute the analytical work required to support executive decision-making. The successful candidate will be as comfortable building a model or troubleshooting a data issue as presenting conclusions to senior leadership.
Strategic Financial Planning- Lead company-wide budgeting, forecasting, long-range planning, and scenario analysis.
- Build and maintain complex financial models that connect portfolio activity, operating performance, liquidity, and capital structure.
- Evaluate strategic growth opportunities, business cases, and capital requirements.
- Provide executive leadership with clear financial recommendations grounded in detailed analysis.
KPI & Performance Management- Design, define, target, and monitor the company's core financial and operating KPIs for a healthcare receivables finance business.
- Create a KPI framework that links portfolio performance, funding economics, operating efficiency, growth, and profitability.
- Develop dashboards and recurring management reporting that make performance visible and actionable.
- Lead monthly performance discussions with department heads and drive accountability for results and corrective actions.
Treasury & Lending Relationships- Own or oversee day-to-day treasury activities, including liquidity planning, cash visibility, and capital deployment.
- Manage day-to-day relationships with banks and lending partners.
- Coordinate borrowing activity, availability reporting, lender deliverables, and covenant monitoring.
- Maintain and improve asset-backed lending models used to understand borrowing capacity, liquidity, and financing scenarios.
- Support financing processes, lender diligence, renewals, amendments, and other capital structure initiatives.
Modeling, Analytics & Systems- Personally build sophisticated models supporting asset-backed lending, portfolio profitability, liquidity, cash flow, and strategic initiatives.
- Use extensive Power Query capabilities to automate data preparation and model inputs.
- Build and improve Amazon QuickSight dashboards and reporting workflows.
- Continuously improve finance systems and processes rather than relying on manual review layers.
Leadership & Operating Style- Operate as a doer and builder, not solely as a reviewer of others' work.
- Partner closely with Accounting, Operations, and executive leadership.
- Build scalable FP&A and treasury processes while remaining deeply involved in the underlying analysis.
- Develop the capabilities of the broader finance team through strong standards, tools, and operating rhythms.
Qualifications- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.
- 10+ years of progressive FP&A, strategic finance, treasury, lending, banking, or specialty finance experience.
- Extensive experience with asset-backed lending and complex lending structures.
- Expert-level Excel and Power Query skills.
- Strong Amazon QuickSight experience.
- Demonstrated experience building complex financial models directly from the ground up.
- Experience designing and implementing KPI frameworks for a scaling business.
- Strong treasury management experience and direct experience managing commercial banking and lender relationships.
- Executive-level communication skills paired with a willingness and ability to perform detailed analytical work personally.
What Success Looks Like- Finance becomes a proactive operating and strategic partner to the business.
- Company KPIs clearly identify what is working, what is changing, and where management attention is required.
- Leadership has strong visibility into liquidity, borrowing capacity, and lender requirements.
- Lending relationships are managed proactively with accurate, timely reporting and strong communication.
- Forecasting and financial models support confident executive decisions.
- The Director is recognized as both a strategic finance leader and a hands-on executor.
