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Skills: Financial Modeling, Asset-backed Lending, Power Query, Excel, Amazon QuickSight
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Full-time
bachelor degree, postgraduate degree
Posted 7d ago
~40 hrs/week
Responsibilities
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.
Requirements
Candidates must have 6-10+ years of progressive experience in FP&A, strategic finance, or lending, with deep expertise in financial modeling. A bachelor's degree in Finance, Accounting, or Economics is required, along with expert-level skills in Excel and Power Query.
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.
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.
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.
Offices: 3200 Broadmoor SE, Grand Rapids, Michigan 49512, US
InsureTechFinTechHIPAAProvider Revenue CyclePCIand Health InsuranceHealth CareInsurTechInsuranceFinTech
How much do Data & Analytics jobs in Chicago, IL pay?
Based on 2858 listings with disclosed salaries, most data & analytics jobs in Chicago, IL pay between $72k–$184k per year. Individual offers vary with seniority, company size, and specialization.
How many Data & Analytics jobs are open in Chicago, IL right now?
There are currently 3,476 open data & analytics positions in Chicago, IL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Data & Analytics roles in Chicago, IL?
Companies currently hiring include Publicis Groupe Holdings B.V., Northern Trust Asset Management, United Airlines, Becker Friedman Institute for Economics, JPMorganChase, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Data & Analytics jobs in Chicago, IL?
Yes — 1954 of the 3476 open data & analytics positions offer remote or hybrid work (357 remote, 1597 hybrid).
How do I apply for Data & Analytics jobs in Chicago, IL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.