
Hospitals and Health Care · 138 people
Senior Analyst, Financial Planning & Analysis
Posted 27 Oct
What’s this role about? The Senior Analyst will own complex financial modeling and improve the company's reporting and forecasting infrastructure. They will also lead the monthly post-close management process in partnership with Accounting and department leaders.
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Company
About Health Bridge HealthBridge Financial, Inc. offers a solution to bridge the financial needs of patients and healthcare providers. Our fintech solution integrates with healthcare provider applications and connects with capital market partners to offer consumer-protective patient payment plans. The HealthBridge Program enables payment plans that extend out to 24 months+ with 0% interest. And there are no fees, application forms, or denials. Patients can confidently seek care knowing they have payment choices that fit their budget. Providers using HealthBridge can better care for patients’ physical and financial health, while accelerating cashflow – all without recourse. Plus, our innovative solution runs on a proprietary software platform that complements, not replaces, a healthcare provider's EHR.

Responsibilities
- 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.
- 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.
- 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.
- 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.
- 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.
Qualification
- 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.
Benefits
- The anticipated annual base salary range for this position is $105,000 –
- $120,000, depending on qualifications, relevant experience, skills, and other
- job-related factors, including location.
- HealthBridge Financial offers a comprehensive benefits package to eligible
- employees, including medical, dental, and vision insurance, paid time off, paid
- holidays, and a 401(k) retirement savings plan.
- This position is based in Chicago, Illinois, with a hybrid work arrangement
- preferred. Remote candidates with qualifications that strongly align with the
- position's requirements may also be considered.
- The salary range represents HealthBridge Financial's good-faith estimate of
- compensation for this position at the time of posting. We are an equal
- opportunity employer and consider qualified applicants without unlawful
- discrimination.
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