Job Title: Senior Analyst, Financial Planning & Analysis - SR FPA
Location: Downtown Chicago, Hybrid Tues/Thurs
Position SummaryHealthBridge 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.
Financial Modeling- Build,maintain, and continuously improve highly complex financial models supporting company 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.
Post-Close Performance Management- Lead the monthly post-close management process in partnership with Accounting and 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 reporting in Amazon QuickSight and 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-functionally with 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.
- Strong asset-backed lending model experience required.
- Expert-level Excel and extensive Power Query experience.
- Strong Amazon QuickSight experience, 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 are accurate, 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&A provides forward-looking insight instead of functioning only as a reporting team.
