Financial Analyst

~$69,991 - $129,984Market Estimate

Remote

Full-Time

Mid (3-6 yrs)

Finance & Accounting

First posted 397 days ago

Who You Are:

You are a motivated Finance or Accounting professional who is passionate about the financial industry. You excel at being detail-oriented and have experience with annual planning and financial modeling in a fast-moving environment. In this role, you will be a self-starter who is skilled in communicating with cross-functional partners who have different backgrounds, levels, and experiences. A successful candidate will be able to manage complex workflows that involve multiple stakeholders and build strong relationships across teams.

What You'll Do

Help build out and maintain data analyses and reporting to project BHG’s growing list of loan portfolios

Assist in loan inventory management and short-term cash forecasting

Develop, produce, and maintain optimization models that support business needs across the Capital Markets and Finance departments.

Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making.

Support financial team leadership

Develop analyses to support strategic initiatives utilizing financial reporting tools including Excel, SQL, or PowerBI

Perform detailed variance analysis evaluating results vs. forecasts, explaining variances attributed to key business drivers, and assisting in month-end financial statements analysis.

Work with internal teams, provide analytical insights regarding BHG’s loan portfolios to internal teams, including Accounting, Capital Markets, Legal.

Execute continuous process improvement and ad hoc analysis for the organization.

Ad hoc projects as requested

What You'll Need

“This role is not eligible for employer-provided immigration sponsorship. To be considered, applicants must already possess valid U.S. work authorization that will not require sponsorship now or in the future.”

Bachelor’s degree in Finance, Accounting or a quantitative field preferred

2 - 4 years of progressive data analytics or finance experience

Strong quantitative skills, knowledge of financial modeling, and a solid background in lending, capital market specifically structured finance or financial services

Strong command of Microsoft Excel and common database systems is required, while experience with PowerBI, Tableau or other reporting tools is a plus

Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously

Strong analytical, problem solving skills

Ability to maintain models, identify key financial & non-financial risks, improve processes, and manage data flow

Excellent verbal and written communication and presentation skills with individuals

Able to learn quickly and adapt to a fast-paced, deadline-oriented environment

Able to organize, prioritize tasks, and take accountability

Having or actively pursuing a professional certification such as a CFA, MBA, or CPA is a plus

Life at BHG Financial

At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

Why You Should Join BHG Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:

•Medical/Rx/Dental/Vision coverage for employees and their eligible family members

•Competitive PTO and vacation policies

•1 Friday off each month for Wellness Weekends

•Company 401(k) plan with employer contributions after one year

•Company-sponsored training and certification opportunities

•Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses

•Ongoing volunteer opportunities to give back to the community through our BHG Cares program

If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.

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