Senior Analyst, Financial Planning & Analysis

Health Bridge•Chicago, IL

1d•Hybrid

About The Position

HealthBridge 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.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field
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.

Nice To Haves

MBA or CFA a plus.

Responsibilities

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.
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.
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.
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.