Bhg Inc48mo ago

Senior Financial Analyst

United StatesRemoteFull-timesenior

Finance & AccountingFinancial Analyst

2 views0 saves0 applied

Apply Now

Quick Summary

Requirements Summary

All roles require travel during the first 6 months of employment to attend the BHG Oars in Experience. After the initial 6 months,

Technical Tools

Finance & AccountingFinancial Analyst

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 Are

You’re a versatile finance professional who thrives in a fast-paced environment and enjoys wearing multiple hats. You excel at financial modeling, budgeting, and analytics, while also being comfortable with strategic planning and cross-functional collaboration. You’re detail-oriented, tech-savvy, and passionate about turning data into actionable insights.

Collect, synthesize, and analyze large datasets to identify trends, risks, and opportunities.

Design and maintain Power BI reports, ensuring integration with underlying SQL-based data sources.

Support the migration of data outputs from Excel to Adaptive Insights, Power BI, and other automated reporting platforms.

Update and maintain multi-year financial forecast models for subsidiary companies.

Take ownership of multiple financial modules and manage them as integral components of the core business.

Conduct scenario analyses and stress tests to support strategic initiatives.

Implement modelling within Adaptive Insights, making updates and adjustments as needed.

Partner with operations, accounting, and leadership teams to align financial goals with business objectives.

Support ad-hoc projects and special initiatives across various finance teams.

Drive continuous improvement in forecasting, reporting, and data management processes.

Implement best practices for efficiency and accuracy in financial workflows.

Create, maintain, and analyze budgets; identify variances and provide actionable insights.

Prepare standardized reporting packages, board materials, and executive summaries.

Support month-end close activities while analyzing and reporting on key risks and opportunities.

“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 (or equivalent experience), Accounting, Economics, or related field (CPA or CFA preferred).

4–8 years of progressive experience in financial analysis, modeling, reporting and data.

Advanced proficiency in Microsoft Excel and financial modeling.

Familiarity with SQL, Power BI, and Adaptive Insights (or similar tools).

Experience with R or Python desired

Understanding of GAAP and structured finance principles.

Exceptional analytical and problem-solving abilities.

Strong communication and presentation skills for diverse audiences.

Ability to manage multiple projects in a fast-paced, deadline-driven environment.

Travel requirement: All roles require travel during the first 6 months of employment to attend the BHG Oars in Experience. After the initial 6 months, ongoing travel is expected at approximately ~5% annually for periodic team on-sites, team meetings, and cross-functional collaboration.