Jobs and Careers
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Financial Analyst
BHG FinancialUnited Statesfull_timeVerifiedPosted 13 Jan 2025
About the role
Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.
In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly on serving those in the medical industry. With healthcare in our heritage, we soon expanded to serve high-earning professionals in many other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.
Today, BHG Financial has firmly established its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.
Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.
From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.
Who You AreYou 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.
In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly on serving those in the medical industry. With healthcare in our heritage, we soon expanded to serve high-earning professionals in many other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.
Today, BHG Financial has firmly established its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.
Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.
From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.
Who You AreYou 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 financial forecast modeling to project earnings and cash needs over multiple years for the parent company and its subsidiaries with a focus on Operating Expenses (OpEx).
- Responsible for creating, maintaining, analyzing annual budgets & identifying key differences throughout the budget cycle.
- Analyze complex financial information, identify trends/opportunities and provide recommendations to leadership/management for decision-making.
- Build strong partnerships with key stakeholders to provide financial analysis and support which includes executives and department leaders.
- Develop financial models and analyses to support strategic initiatives utilizing financial reporting tools including Excel, Adaptive Insights, 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. Support the preparation of standardized reporting packages, including board materials and monthly business reviews.
- Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making.
- Partner with other members of the Finance department to ensure accurate support for forecast figures are available upon request.
- Execute continuous process improvement and ad hoc analysis for the organization.
- Ad hoc projects as requested
What You'll Need
- 3 - 6 years of progressive accounting or finance experience
- Strong quantitative skills, knowledge of financial modeling, and a solid background in lending or financial services
- Bachelor's Degree is required, Finance, Accounting or Economics preferred
- Working knowledge of US Generally Accepted Accounting Principles is beneficial
- Strong command of Microsoft Excel and common database systems is required while experience with Adaptive Planning Software, Workday, PowerBI, or SQL is a plus
- Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously
- Ability to maintain models, identify key financial & non-financial risks, improve processes, and manage data flow
- Ability to execute and communicate sensitivity analysis and scenario modeling
- Excellent verbal and written communication and presentation skills with individuals across all levels including executive
- Able to learn quickly and adapt to a fast-paced, deadline-oriented environment
- Able to organize, priori
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